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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
476
WoodTrust Financial
Wisconsin
$426K – – –
OC
477
Oppenheimer & Co
New York
$424K – – –
TCM
478
Towneley Capital Management
California
$422K +$1.89K +47 +0.5%
FWTB
479
First Western Trust Bank
Colorado
$421K -$17.2K -428 -4%
SFS
480
Strategic Financial Services
New York
$418K -$2.69K -67 -0.7%
SW
481
SteelPeak Wealth
California
$408K – – –
MGWA
482
Monument Group Wealth Advisors
Massachusetts
$408K +$40 +1 +0%
AI
483
Accredited Investors
Minnesota
$407K -$522 -13 -0.1%
NPAN
484
Northeast Planning Associates NH
New Hampshire
$404K – – –
PCA
485
Prosperity Capital Advisors
Ohio
$401K -$43.4K -1,081 -10%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$400K – – –
GI
487
Gradient Investments
Minnesota
$399K – – –
DWM
488
Destination Wealth Management
California
$397K +$377K +9,388 New
CAM
489
Cozad Asset Management
Illinois
$396K – – –
AFA
490
Avant Financial Advisors
Texas
$396K – – –
RA
491
RFG Advisory
Alabama
$393K +$1.61K +40 +0.4%
AFAS
492
Acorn Financial Advisory Services
Virginia
$391K -$25.8K -642 -6%
MKW
493
Mullaney, Keating & Wright
Connecticut
$389K – – –
AC
494
Avestar Capital
New York
$387K – – –
4WM
495
49 Wealth Management
Texas
$381K – – –
SAM
496
Summit Asset Management
Tennessee
$381K +$1.69K +42 +0.5%
LOPW
497
Live Oak Private Wealth
North Carolina
$379K – – –
RCM
498
RB Capital Management
Nevada
$375K +$20.8K +517 +6%
IF
499
Ironwood Financial
Arizona
$374K – – –
GA
500
Goldstein Advisors
Wisconsin
$373K – – –