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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
26
Focus Partners Advisor Solutions
Missouri
$47.2M -$55.6M -1,672,017 -54%
EAM
27
Evanson Asset Management
California
$44.2M +$2.14M +64,513 +5%
TH
28
Team Hewins
California
$43.8M +$43.5M +1,309,340 New
WCWM
29
Willow Creek Wealth Management
California
$39.9M +$98K +2,948 +0.2%
LPL Financial
30
LPL Financial
California
$38.4M -$954K -28,717 -2%
SC
31
Schoolcraft Capital
Colorado
$37.3M +$3.25M +97,737 +10%
HIG
32
Heritage Investment Group
Florida
$36M -$1.3M -39,158 -4%
TFM
33
TFC Financial Management
Massachusetts
$35M -$899K -27,053 -3%
AIS
34
American Investment Services
Massachusetts
$34.5M +$1.12M +33,654 +3%
SG
35
Stonnington Group
California
$33.7M -$2.16M -65,000 -6%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$31M +$767K +23,095 +3%
PWIA
37
Porter White Investment Advisors
Alabama
$30.9M +$30.7M +922,492 New
MAM
38
McLean Asset Management
Virginia
$29.8M +$513K +15,448 +2%
MWM
39
Meritas Wealth Management
California
$28.9M +$28.7M +862,902 New
PCI
40
Planning Center Inc
Illinois
$28.1M +$10.7M +321,425 +62%
DFS
41
Dixon Fnancial Services
California
$27.6M -$397K -11,955 -1%
SWA
42
Sax Wealth Advisors
New Jersey
$27.3M -$1.07M -32,096 -4%
WA
43
Wealth Architects
California
$26.7M -$1.3M -39,045 -5%
KAM
44
KEB Asset Management
Illinois
$26.6M +$786K +23,647 +3%
THL
45
Tillman Hartley LLC
Colorado
$26M +$25.8M +775,921 New
TFP
46
Triune Financial Partners
Kansas
$25.4M +$446K +13,422 +2%
CPA
47
Cardiff Park Advisors
California
$25.3M -$457K -13,759 -2%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$25.1M -$1.41M -42,349 -5%
MWM
49
Merriman Wealth Management
Washington
$24.9M -$696K -20,938 -3%
1WM
50
1900 Wealth Management
Texas
$24.4M +$1.71M +51,436 +8%