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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPAN
476
Northeast Planning Associates NH
New Hampshire
$394K – – –
GI
477
Gradient Investments
Minnesota
$388K – – –
CAM
478
Cozad Asset Management
Illinois
$386K -$48.7K -1,161 -11%
AFA
479
Avant Financial Advisors
Texas
$386K – – –
ASN
480
Advisory Services Network
Georgia
$382K -$32.2K -767 -8%
RA
481
RFG Advisory
Alabama
$381K +$16.2K +386 +4%
MKW
482
Mullaney, Keating & Wright
Connecticut
$380K – – –
AC
483
Avestar Capital
New York
$378K – – –
Betterment LLC
484
Betterment LLC
New York
$375K +$15.5K +369 +4%
IF
485
Ironwood Financial
Arizona
$374K -$8.39K -200 -2%
4WM
486
49 Wealth Management
Texas
$371K +$1.51K +36 +0.4%
LOPW
487
Live Oak Private Wealth
North Carolina
$369K – – –
SAM
488
Summit Asset Management
Tennessee
$369K +$1.51K +36 +0.4%
Lido Advisors
489
Lido Advisors
California
$367K – – –
PA
490
Procyon Advisors
Connecticut
$365K – – –
GA
491
Goldstein Advisors
Wisconsin
$363K – – –
BIM
492
Bridges Investment Management
Nebraska
$362K – – –
Citadel Advisors
493
Citadel Advisors
Florida
$362K +$369K +8,791 New
MCM
494
M1 Capital Management
Michigan
$357K – – –
Fisher Asset Management
495
Fisher Asset Management
Washington
$356K +$363K +8,644 New
GKWIM
496
Gerber Kawasaki Wealth & Investment Management
California
$355K +$1.47K +35 +0.4%
CSIC
497
Clifford Swan Investment Counsel
California
$352K – – –
AG
498
AlTi Global
New York
$352K -$15.5K -370 -4%
LFAS
499
Level Four Advisory Services
Texas
$349K -$39.1K -932 -10%
RCM
500
RB Capital Management
Nevada
$345K +$42 +1 +0%