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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
451
FSM Wealth Advisors
Ohio
$634K +$272 +6 +0%
MFIM
452
Mesirow Financial Investment Management
Illinois
$630K +$2K +44 +0.3%
GC
453
Gilbert & Cook
Iowa
$630K -$63.3K -1,395 -9%
CAMG
454
CWA Asset Management Group
Florida
$629K
LWL
455
Leo Wealth LLC
Texas
$625K -$5.71K -126 -0.9%
Franklin Resources
456
Franklin Resources
California
$624K +$2.13K +47 +0.4%
CFA
457
Cahill Financial Advisors
Minnesota
$622K +$136 +3 +0%
MWA
458
Midland Wealth Advisors
Illinois
$621K -$22.9K -504 -4%
JWM
459
Johnson Wealth Management
North Dakota
$617K +$12K +265 +2%
CFFP
460
Center for Financial Planning
Michigan
$616K
RF
461
Robinswood Financial
Washington
$611K +$272 +6 +0%
HWM
462
HBE Wealth Management
Nebraska
$604K +$588K +12,964 New
AWM
463
AE Wealth Management
Kansas
$602K -$61.8K -1,363 -10%
VWA
464
VERITY Wealth Advisors
United States
$595K
MGW
465
MB Generational Wealth
Washington
$595K +$253K +5,577 +78%
OC
466
Oakworth Capital
Alabama
$592K
CAI
467
Capital Advisors Inc
Oklahoma
$588K
MA
468
McGrath & Associates
North Carolina
$581K
Jane Street
469
Jane Street
New York
$579K -$1.88M -41,441 -77%
PB
470
Prosperity Bancshares
Texas
$576K +$561K +12,367 New
AFA
471
American Financial Advisors
Georgia
$565K +$998 +22 +0.2%
Lido Advisors
472
Lido Advisors
California
$557K
BCM
473
Basso Capital Management
Connecticut
$550K
SW
474
SVB Wealth
Massachusetts
$547K +$408 +9 +0.1%
WTA
475
Washington Trust Advisors
Massachusetts
$543K -$88.8K -1,957 -14%