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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
476
Gradient Investments
Minnesota
$388K
CAM
477
Cozad Asset Management
Illinois
$386K -$48.7K -1,161 -11%
AFA
478
Avant Financial Advisors
Texas
$386K
ASN
479
Advisory Services Network
Georgia
$382K -$32.2K -767 -8%
RA
480
RFG Advisory
Alabama
$381K +$16.2K +386 +4%
MKW
481
Mullaney, Keating & Wright
Connecticut
$380K
AC
482
Avestar Capital
New York
$378K
Betterment LLC
483
Betterment LLC
New York
$375K +$15.5K +369 +4%
IF
484
Ironwood Financial
Arizona
$374K -$8.39K -200 -2%
4WM
485
49 Wealth Management
Texas
$371K +$1.51K +36 +0.4%
LOPW
486
Live Oak Private Wealth
North Carolina
$369K
SAM
487
Summit Asset Management
Tennessee
$369K +$1.51K +36 +0.4%
Lido Advisors
488
Lido Advisors
California
$367K
PA
489
Procyon Advisors
Connecticut
$365K
GA
490
Goldstein Advisors
Wisconsin
$363K
BIM
491
Bridges Investment Management
Nebraska
$362K
Citadel Advisors
492
Citadel Advisors
Florida
$362K +$369K +8,791 New
MCM
493
M1 Capital Management
Michigan
$357K
Fisher Asset Management
494
Fisher Asset Management
Washington
$356K +$363K +8,644 New
GKWIM
495
Gerber Kawasaki Wealth & Investment Management
California
$355K +$1.47K +35 +0.4%
CSIC
496
Clifford Swan Investment Counsel
California
$352K
AG
497
AlTi Global
New York
$352K -$15.5K -370 -4%
LFAS
498
Level Four Advisory Services
Texas
$349K -$39.1K -932 -10%
RCM
499
RB Capital Management
Nevada
$345K +$42 +1 +0%
CIBC Private Wealth Group
500
CIBC Private Wealth Group
Georgia
$343K -$40.7K -970 -9%