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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
451
Physician Wealth Solutions
Nevada
$347K – – –
WT
452
Whittier Trust
California
$343K – – –
AI
453
Accredited Investors
Minnesota
$341K -$6.06K -150 -2%
MSWM
454
Mowery & Schoenfeld Wealth Management
Illinois
$333K – – –
CAI
455
Capital Advisors Inc
Oklahoma
$330K – – –
NOI
456
Newton One Investments
Delaware
$330K +$1.33K +33 +0.4%
IWS
457
Integrity Wealth Solutions
Colorado
$329K +$1.33K +33 +0.4%
RWM
458
Rockwood Wealth Management
Pennsylvania
$329K -$4.16K -103 -1%
TNBTD
459
Trustmark National Bank Trust Department
Mississippi
$321K – – –
PPW
460
Pasadena Private Wealth
California
$319K – – –
ODA
461
One Degree Advisors
California
$316K +$445 +11 +0.1%
IFWM
462
Institute for Wealth Management
Colorado
$312K – – –
HCP
463
Holt Capital Partners
Texas
$312K – – –
MHFA
464
Mission Hills Financial Advisory
California
$310K +$289K +7,149 New
LF
465
Lantz Financial
Illinois
$309K +$299K +7,406 New
HWM
466
HB Wealth Management
Georgia
$308K +$299K +7,398 New
KSWA
467
Kathleen S. Wright Associates
Pennsylvania
$306K – – –
EFP
468
Elser Financial Planning
Indiana
$305K -$38.2M -944,876 -99%
KWAG
469
Kiely Wealth Advisory Group
North Carolina
$304K +$281K +6,965 New
MW
470
MBL Wealth
North Carolina
$301K – – –
Bessemer Group
471
Bessemer Group
New Jersey
$301K – – –
GD
472
Grandfield & Dodd
New York
$301K – – –
MGW
473
MB Generational Wealth
Washington
$300K – – –
JIC
474
Joel Isaacson & Co
New York
$300K – – –
SEIA
475
Signature Estate & Investment Advisors
California
$300K +$1.21K +30 +0.4%