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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
476
Wealth Advisors of Iowa
Iowa
$245K – – –
PIA
477
Perennial Investment Advisors
California
$244K – – –
FOA
478
Five Oceans Advisors
California
$239K – – –
NAM
479
NTV Asset Management
West Virginia
$233K – – –
RA
480
Rise Advisors
New York
$232K +$764 +20 +0.4%
IDA
481
Intelligence Driven Advisers
California
$228K +$213K +5,567 New
FFA
482
Frazier Financial Advisors
Ohio
$227K -$71.2K -1,864 -25%
RP
483
Rowlandmiller & Partners
Georgia
$226K – – –
UB
484
UMB Bank
Missouri
$224K – – –
KCM
485
Kathmere Capital Management
Pennsylvania
$223K +$76 +2 +0%
EP
486
Essential Planning
New Hampshire
$222K – – –
SFG
487
SevenBridge Financial Group
Pennsylvania
$221K +$764 +20 +0.4%
JHCP
488
Jackson Hole Capital Partners
Oklahoma
$221K – – –
ACM
489
Advisors Capital Management
New Jersey
$220K +$206K +5,389 New
KS
490
Karpas Strategies
Connecticut
$220K – – –
VF
491
Vawter Financial
Ohio
$219K +$204K +5,350 New
SWP
492
Strategic Wealth Partners
Ohio
$217K +$202K +5,295 New
GT
493
Greenleaf Trust
Michigan
$214K +$199K +5,221 New
OFP
494
OLIO Financial Planning
Virginia
$213K – – –
Vanguard Group
495
Vanguard Group
Pennsylvania
$212K +$198K +5,179 New
MHIC
496
Marble Harbor Investment Counsel
Massachusetts
$211K +$197K +5,157 New
Neuberger Berman Group
497
Neuberger Berman Group
New York
$210K -$386K -10,112 -66%
LSA
498
Lion Street Advisors
Texas
$208K – – –
HI
499
Harbour Investments
Wisconsin
$208K -$17.1K -448 -8%
DJFS
500
Dean Jacobson Financial Services
Texas
$207K +$193K +5,057 New