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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
451
Fortress Wealth Management
California
$440K -$25K -595 -5%
Ameriprise
452
Ameriprise
Minnesota
$437K +$35.8K +852 +9%
SCM
453
Steele Capital Management
Iowa
$435K +$443K +10,564 New
PCA
454
Prosperity Capital Advisors
Ohio
$435K -$16.7K -399 -4%
GWM
455
GDS Wealth Management
Texas
$432K
NCM
456
NCM Capital Management
New Jersey
$431K
VCM
457
Vivaldi Capital Management
Illinois
$430K +$80.1K +1,909 +22%
BCM
458
Brookstone Capital Management
Illinois
$429K +$420 +10 +0.1%
CSI
459
Cross Staff Investments
New York
$428K
FWTB
460
First Western Trust Bank
Colorado
$428K -$1.68K -40 -0.4%
CFO
461
CVA Family Office
Colorado
$426K +$1.72K +41 +0.4%
RWM
462
Rockwood Wealth Management
Pennsylvania
$421K +$93.9K +2,236 +28%
WF
463
WoodTrust Financial
Wisconsin
$415K
OC
464
Oppenheimer & Co
New York
$413K
SWA
465
Stratos Wealth Advisors
Ohio
$412K
GWM
466
Geneos Wealth Management
Colorado
$411K
SFS
467
Strategic Financial Services
New York
$410K
TCM
468
Towneley Capital Management
California
$409K +$1.64K +39 +0.4%
AFAS
469
Acorn Financial Advisory Services
Virginia
$408K +$84 +2 +0%
CHJWM
470
Carlton Hofferkamp & Jenks Wealth Management
Texas
$405K
SW
471
SteelPeak Wealth
California
$398K
MGWA
472
Monument Group Wealth Advisors
Massachusetts
$398K
AI
473
Accredited Investors
Minnesota
$397K -$7.93K -189 -2%
OC
474
Oakworth Capital
Alabama
$395K +$133K +3,166 +49%
NPAN
475
Northeast Planning Associates NH
New Hampshire
$394K