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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
501
Badgley Phelps Wealth Managers
Washington
$597K – – –
LFA
502
Legacy Financial Advisors
Kentucky
$594K – – –
LCM
503
Liberty Capital Management
Michigan
$591K +$564K +10,742 New
CHJWM
504
Carlton Hofferkamp & Jenks Wealth Management
Texas
$590K – – –
GWM
505
GDS Wealth Management
Texas
$586K – – –
SCM
506
Steele Capital Management
Iowa
$581K – – –
TFA
507
TPG Financial Advisors
Oregon
$580K -$55K -1,048 -9%
CFO
508
CVA Family Office
Colorado
$576K – – –
MAS
509
MPWM Advisory Solutions
Georgia
$576K – – –
NCM
510
NCM Capital Management
New Jersey
$576K – – –
ATPW
511
Ashton Thomas Private Wealth
Arizona
$567K – – –
AP
512
Americana Partners
Texas
$562K – – –
MGWA
513
Monument Group Wealth Advisors
Massachusetts
$557K +$23.7K +451 +5%
TCM
514
Towneley Capital Management
California
$557K +$1.78K +34 +0.3%
CWMG
515
Compass Wealth Management (Georgia)
Georgia
$554K +$1.16K +22 +0.2%
OFG
516
Oxford Financial Group
Indiana
$552K – – –
SAW
517
Signal Advisors Wealth
Michigan
$549K +$524K +9,985 New
SFS
518
Strategic Financial Services
New York
$543K – – –
RA
519
RFG Advisory
Alabama
$536K -$17.8K -339 -3%
QCIG
520
Quad-Cities Investment Group
Iowa
$531K -$32.3K -616 -6%
AI
521
Accredited Investors
Minnesota
$529K – – –
EFG
522
Everest Financial Group
Minnesota
$529K +$6.72K +128 +1%
ARA
523
Approach Retirement Advisors
Alabama
$526K +$7.72K +147 +2%
NPAN
524
Northeast Planning Associates NH
New Hampshire
$525K – – –
GI
525
Gradient Investments
Minnesota
$519K – – –