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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
26
Forum Financial Management
Illinois
$54.3M +$4.47M +105,266 +9%
BHWM
27
Beaird Harris Wealth Management
Texas
$53M -$681K -16,033 -1%
RIM
28
RW Investment Management
Idaho
$51.2M -$4.52M -106,519 -8%
Raymond James Financial
29
Raymond James Financial
Florida
$50.1M +$52M +1,224,049 New
LPL Financial
30
LPL Financial
California
$48.4M -$859K -20,248 -2%
SC
31
Schoolcraft Capital
Colorado
$44.8M +$261K +6,155 +0.6%
WCWM
32
Willow Creek Wealth Management
California
$44.5M +$286K +6,747 +0.6%
TH
33
Team Hewins
California
$44.5M -$629K -14,812 -1%
EFP
34
Elser Financial Planning
Indiana
$40.3M +$41.5M +978,212 +13,351%
HIG
35
Heritage Investment Group
Florida
$39.7M -$755K -17,792 -2%
PWIA
36
Porter White Investment Advisors
Alabama
$39.5M -$80.9K -1,906 -0.2%
TFM
37
TFC Financial Management
Massachusetts
$39.2M -$453K -10,667 -1%
TFP
38
Triune Financial Partners
Kansas
$37.7M +$766K +18,044 +2%
AIS
39
American Investment Services
Massachusetts
$36.2M -$411K -9,679 -1%
THL
40
Tillman Hartley LLC
Colorado
$36M +$2.42K +57 +0%
SWA
41
Sax Wealth Advisors
New Jersey
$35.2M +$1.04M +24,570 +3%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$35M -$1.86M -43,724 -5%
KAM
43
KEB Asset Management
Illinois
$32.9M +$733K +17,271 +2%
EFA
44
Efficient Frontier Advisors
Connecticut
$32.9M +$340K +8,013 +1%
DFS
45
Dixon Fnancial Services
California
$31.9M -$296K -6,984 -0.9%
AF
46
Allworth Financial
California
$31.8M +$12.4M +292,756 +65%
PCI
47
Planning Center Inc
Illinois
$31.7M -$412K -9,708 -1%
CPA
48
Cardiff Park Advisors
California
$30.8M -$75.3K -1,775 -0.2%
WMN
49
Wealth Management Nebraska
Nebraska
$30.1M +$31.2M +735,514 New
SP
50
Symmetry Partners
Connecticut
$29.5M +$4.64M +109,370 +18%