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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$54.4M +$4.05M +96,516 +8%
EAM
27
Evanson Asset Management
California
$54M -$1.08M -25,758 -2%
BHWM
28
Beaird Harris Wealth Management
Texas
$52.9M -$499K -11,879 -0.9%
FFM
29
Forum Financial Management
Illinois
$50.1M -$4.73M -112,675 -8%
RIM
30
RW Investment Management
Idaho
$49.4M -$2.19M -52,273 -4%
WCWM
31
Willow Creek Wealth Management
California
$45.2M +$341K +8,125 +0.7%
SC
32
Schoolcraft Capital
Colorado
$44.7M -$447K -10,657 -1%
TH
33
Team Hewins
California
$44.3M -$492K -11,728 -1%
PWIA
34
Porter White Investment Advisors
Alabama
$39.5M -$318K -7,578 -0.8%
HIG
35
Heritage Investment Group
Florida
$39M -$1.02M -24,318 -3%
TFM
36
TFC Financial Management
Massachusetts
$38.8M -$621K -14,794 -2%
TFP
37
Triune Financial Partners
Kansas
$37.8M -$110K -2,611 -0.3%
SWA
38
Sax Wealth Advisors
New Jersey
$35.1M -$363K -8,655 -1%
AIS
39
American Investment Services
Massachusetts
$35.1M -$1.46M -34,738 -4%
WFAG
40
Wescott Financial Advisory Group
Pennsylvania
$35M -$198K -4,719 -0.6%
THL
41
Tillman Hartley LLC
Colorado
$35M -$1.27M -30,208 -3%
KAM
42
KEB Asset Management
Illinois
$33.9M +$713K +16,980 +2%
EFA
43
Efficient Frontier Advisors
Connecticut
$33.1M +$4.24K +101 +0%
DFS
44
Dixon Fnancial Services
California
$31.9M -$150K -3,568 -0.5%
PCI
45
Planning Center Inc
Illinois
$31.8M -$142K -3,389 -0.4%
CPA
46
Cardiff Park Advisors
California
$30.7M -$256K -6,096 -0.8%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$30.7M +$1.19M +28,237 +4%
HWMT
48
Heritage Wealth Management (Texas)
Texas
$30M +$531K +12,652 +2%
TFO
49
Timonier Family Office
North Carolina
$29.8M +$2.67M +63,569 +10%
WA
50
Wealth Architects
California
$29.4M +$990K +23,593 +3%