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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCWP
476
Owl Creek Wealth Partners
Colorado
$604K +$612K +12,469 New
PB
477
Prosperity Bancshares
Texas
$599K – – –
WPC
478
Wedmont Private Capital
Pennsylvania
$598K +$586K +11,956 New
MFIM
479
Mesirow Financial Investment Management
Illinois
$596K -$59.5K -1,213 -9%
AFA
480
American Financial Advisors
Georgia
$589K +$1.18K +24 +0.2%
EWA
481
Elevate Wealth Advisory
Georgia
$583K +$78.9K +1,609 +15%
BCM
482
Basso Capital Management
Connecticut
$572K – – –
ZIM
483
Zacks Investment Management
Illinois
$570K +$577K +11,758 New
Empower Advisory Group
484
Empower Advisory Group
Colorado
$563K -$400K -8,147 -41%
WTA
485
Washington Trust Advisors
Massachusetts
$562K -$3.09K -63 -0.5%
TFA
486
TPG Financial Advisors
Oregon
$562K – – –
HCM
487
Hollencrest Capital Management
California
$549K – – –
BMCM
488
Bryn Mawr Capital Management
Pennsylvania
$549K – – –
NGA
489
Naples Global Advisors
Florida
$549K – – –
CHJWM
490
Carlton Hofferkamp & Jenks Wealth Management
Texas
$547K – – –
WSFS
491
Wilmington Savings Fund Society
Delaware
$543K – – –
MW
492
MBL Wealth
North Carolina
$539K – – –
BPWM
493
Badgley Phelps Wealth Managers
Washington
$526K – – –
AG
494
Ascent Group
Virginia
$526K – – –
LFA
495
Legacy Financial Advisors
Kentucky
$523K – – –
GWM
496
GDS Wealth Management
Texas
$516K +$106K +2,171 +26%
SCM
497
Steele Capital Management
Iowa
$512K – – –
VCM
498
Vivaldi Capital Management
Illinois
$509K +$589 +12 +0.1%
CFO
499
CVA Family Office
Colorado
$508K – – –
MAS
500
MPWM Advisory Solutions
Georgia
$508K -$26.2K -534 -5%