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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SVB Wealth
Massachusetts
$525K -$376K -8,635 -42%
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$510K +$84.9K +1,949 +21%
HCM
453
Hollencrest Capital Management
California
$507K – – –
BMCM
454
Bryn Mawr Capital Management
Pennsylvania
$506K – – –
NGA
455
Naples Global Advisors
Florida
$506K – – –
WSFS
456
Wilmington Savings Fund Society
Delaware
$501K – – –
MAS
457
MPWM Advisory Solutions
Georgia
$493K -$26.7K -613 -5%
BPWM
458
Badgley Phelps Wealth Managers
Washington
$485K -$15K -344 -3%
AG
459
Ascent Group
Virginia
$485K – – –
CHJWM
460
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K – – –
LWM
461
Liberty Wealth Management
California
$482K +$3.7K +85 +0.8%
EWA
462
Elevate Wealth Advisory
Georgia
$482K -$17.2K -396 -4%
LCM
463
Liberty Capital Management
Michigan
$480K – – –
FWM
464
Fortress Wealth Management
California
$479K +$784 +18 +0.2%
SCM
465
Steele Capital Management
Iowa
$472K – – –
SA
466
Sanctuary Advisors
Indiana
$470K -$185K -4,240 -29%
VCM
467
Vivaldi Capital Management
Illinois
$468K +$610 +14 +0.1%
NCM
468
NCM Capital Management
New Jersey
$468K – – –
CFO
469
CVA Family Office
Colorado
$467K +$2.05K +47 +0.5%
CSI
470
Cross Staff Investments
New York
$464K – – –
CA
471
Cortland Associates
Missouri
$463K +$451K +10,350 New
ATPW
472
Ashton Thomas Private Wealth
Arizona
$461K +$449K +10,310 New
QCIG
473
Quad-Cities Investment Group
Iowa
$460K -$31.3K -719 -7%
WF
474
WoodTrust Financial
Wisconsin
$451K – – –
OC
475
Oppenheimer & Co
New York
$448K – – –