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Dimensional US Marketwide Value ETF

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