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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWC
451
Pathfinder Wealth Consulting
North Carolina
$637K +$620K +13,663 New
FWA
452
FSM Wealth Advisors
Ohio
$634K +$272 +6 +0%
MFIM
453
Mesirow Financial Investment Management
Illinois
$630K +$2K +44 +0.3%
GC
454
Gilbert & Cook
Iowa
$630K -$63.3K -1,395 -9%
CAMG
455
CWA Asset Management Group
Florida
$629K – – –
LWL
456
Leo Wealth LLC
Texas
$625K -$5.71K -126 -0.9%
Franklin Resources
457
Franklin Resources
California
$624K +$2.13K +47 +0.4%
CFA
458
Cahill Financial Advisors
Minnesota
$622K +$136 +3 +0%
MWA
459
Midland Wealth Advisors
Illinois
$621K -$22.9K -504 -4%
JWM
460
Johnson Wealth Management
North Dakota
$617K +$12K +265 +2%
CFFP
461
Center for Financial Planning
Michigan
$616K – – –
RF
462
Robinswood Financial
Washington
$611K +$272 +6 +0%
RA
463
Range Advisory
Virginia
$609K +$593K +13,072 New
HWM
464
HBE Wealth Management
Nebraska
$604K +$588K +12,964 New
AWM
465
AE Wealth Management
Kansas
$602K -$61.8K -1,363 -10%
VWA
466
VERITY Wealth Advisors
United States
$595K – – –
MGW
467
MB Generational Wealth
Washington
$595K +$253K +5,577 +78%
OC
468
Oakworth Capital
Alabama
$592K – – –
CAI
469
Capital Advisors Inc
Oklahoma
$588K – – –
MA
470
McGrath & Associates
North Carolina
$581K – – –
Jane Street
471
Jane Street
New York
$579K -$1.88M -41,441 -77%
PB
472
Prosperity Bancshares
Texas
$576K +$561K +12,367 New
AFA
473
American Financial Advisors
Georgia
$565K +$998 +22 +0.2%
Lido Advisors
474
Lido Advisors
California
$557K – – –
BCM
475
Basso Capital Management
Connecticut
$550K – – –