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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFW
451
Noble Family Wealth
Florida
$490K +$466K +11,592 New
Renaissance Technologies
452
Renaissance Technologies
New York
$482K +$458K +11,400 New
HCM
453
Hollencrest Capital Management
California
$479K – – –
BMCM
454
Bryn Mawr Capital Management
Pennsylvania
$479K +$201K +5,014 +79%
NGA
455
Naples Global Advisors
Florida
$479K – – –
Lido Advisors
456
Lido Advisors
California
$478K +$96.3K +2,397 +27%
NP
457
NorthRock Partners
Minnesota
$477K – – –
WSFS
458
Wilmington Savings Fund Society
Delaware
$474K -$4.02K -100 -0.9%
BPWM
459
Badgley Phelps Wealth Managers
Washington
$474K – – –
EWA
460
Elevate Wealth Advisory
Georgia
$473K +$3.53K +88 +0.8%
VA
461
VestGen Advisors
Illinois
$470K +$193K +4,802 +76%
KF
462
Krilogy Financial
Missouri
$467K +$482 +12 +0.1%
QCIG
463
Quad-Cities Investment Group
Iowa
$466K +$1.36K +34 +0.3%
AG
464
Ascent Group
Virginia
$459K – – –
CHJWM
465
Carlton Hofferkamp & Jenks Wealth Management
Texas
$458K – – –
LCM
466
Liberty Capital Management
Michigan
$454K – – –
LWM
467
Liberty Wealth Management
California
$452K -$350K -8,715 -45%
FWM
468
Fortress Wealth Management
California
$452K +$683 +17 +0.2%
Ameriprise
469
Ameriprise
Minnesota
$449K +$803 +20 +0.2%
SCM
470
Steele Capital Management
Iowa
$447K – – –
NCM
471
NCM Capital Management
New Jersey
$442K – – –
VCM
472
Vivaldi Capital Management
Illinois
$442K +$643 +16 +0.2%
CFO
473
CVA Family Office
Colorado
$439K +$1.93K +48 +0.5%
CSI
474
Cross Staff Investments
New York
$439K – – –
CWMG
475
Compass Wealth Management (Georgia)
Georgia
$428K +$406K +10,116 New