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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Colonial Trust
South Carolina
$397K -$51.7K -1,219 -11%
SW
477
SteelPeak Wealth
California
$395K
MGWA
478
Monument Group Wealth Advisors
Massachusetts
$395K +$42 +1 +0%
NPAN
479
Northeast Planning Associates NH
New Hampshire
$391K +$405K +9,551 New
WPC
480
Wedmont Private Capital
Pennsylvania
$391K
GI
481
Gradient Investments
Minnesota
$386K -$8.74K -206 -2%
LFAS
482
Level Four Advisory Services
Texas
$385K +$934 +22 +0.2%
AFA
483
Avant Financial Advisors
Texas
$383K +$397K +9,363 New
AIM
484
Archer Investment Management
Texas
$381K +$395K +9,312 New
IF
485
Ironwood Financial
Arizona
$379K
MKW
486
Mullaney, Keating & Wright
Connecticut
$377K -$508K -11,962 -56%
AC
487
Avestar Capital
New York
$375K
CFS
488
CRA Financial Services
New Jersey
$374K
GS
489
GTS Securities
Florida
$370K -$1.1M -25,900 -74%
VCM
490
Vivaldi Capital Management
Illinois
$368K +$594 +14 +0.2%
4WM
491
49 Wealth Management
Texas
$367K
LOPW
492
Live Oak Private Wealth
North Carolina
$367K -$24.2K -569 -6%
SAM
493
Summit Asset Management
Tennessee
$365K +$1.61K +38 +0.4%
Lido Advisors
494
Lido Advisors
California
$364K
AG
495
AlTi Global
New York
$364K
RA
496
RFG Advisory
Alabama
$363K +$1.57K +37 +0.4%
PA
497
Procyon Advisors
Connecticut
$363K
GA
498
Goldstein Advisors
Wisconsin
$361K
BIM
499
Bridges Investment Management
Nebraska
$360K
Betterment LLC
500
Betterment LLC
New York
$357K +$105K +2,483 +40%