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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
Revisor Wealth Management
Ohio
$293K – – –
CFGA
477
Cambridge Financial Group (Arizona)
Arizona
$293K +$242 +6 +0.1%
IF
478
Intrua Financial
Texas
$291K – – –
WWM
479
Whalen Wealth Management
Nevada
$286K +$1.17K +29 +0.4%
GWM
480
GSB Wealth Management
Connecticut
$284K – – –
LFP
481
Leeward Financial Partners
Washington
$284K – – –
MCA
482
Maryland Capital Advisors
Maryland
$280K – – –
WW
483
Waterfront Wealth
Kansas
$279K – – –
FMWA
484
Forvis Mazars Wealth Advisors
Missouri
$277K +$40 +1 +0%
HPA
485
High Probability Advisors
New York
$277K – – –
M
486
MOTCO
Texas
$271K – – –
WTA
487
Washington Trust Advisors
Massachusetts
$270K – – –
LFG
488
Lockerman Financial Group
California
$268K -$15.6K -387 -6%
OC
489
Oakworth Capital
Alabama
$267K -$10.9K -269 -4%
BMCM
490
Bryn Mawr Capital Management
Pennsylvania
$263K – – –
RWM
491
RKL Wealth Management
Pennsylvania
$262K – – –
OWM
492
Orgel Wealth Management
Wisconsin
$262K – – –
SPWG
493
Syntegra Private Wealth Group
Missouri
$261K +$162 +4 +0.1%
Betterment LLC
494
Betterment LLC
New York
$260K +$29.8K +738 +13%
DFG
495
Delta Financial Group
New Jersey
$257K +$249K +6,170 New
WCM
496
Wealthcare Capital Management
Virginia
$256K – – –
LIM
497
Leavell Investment Management
Alabama
$255K – – –
SF
498
Safeguard Financial
Wisconsin
$254K +$246K +6,088 New
ACI
499
Alpha Cubed Investments
California
$252K – – –
CWP
500
Cyndeo Wealth Partners
Florida
$252K +$244K +6,050 New