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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
501
Betterment LLC
New York
$357K +$105K +2,483 +40%
MCM
502
M1 Capital Management
Michigan
$355K +$368K +8,666 New
GKWIM
503
Gerber Kawasaki Wealth & Investment Management
California
$352K +$1.57K +37 +0.4%
CSIC
504
Clifford Swan Investment Counsel
California
$349K – – –
RCM
505
RB Capital Management
Nevada
$342K -$4.8K -113 -1%
PWS
506
Physician Wealth Solutions
Nevada
$340K – – –
NOI
507
Newton One Investments
Delaware
$339K +$15.8K +373 +5%
WT
508
Whittier Trust
California
$337K – – –
WCM
509
Warburton Capital Management
Oklahoma
$336K +$349K +8,231 New
RWM
510
Rockwood Wealth Management
Pennsylvania
$326K +$4.03K +95 +1%
CAI
511
Capital Advisors Inc
Oklahoma
$324K – – –
OC
512
Optima Capital
Oregon
$324K +$336K +7,912 New
KCM
513
KM Capital Management
Texas
$321K -$30.4K -717 -8%
Qube Research & Technologies (QRT)
514
Qube Research & Technologies (QRT)
United Kingdom
$321K -$226K -5,320 -40%
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$315K – – –
Jane Street
516
Jane Street
New York
$315K -$799K -18,822 -71%
PPW
517
Pasadena Private Wealth
California
$313K – – –
IWS
518
Integrity Wealth Solutions
Colorado
$312K -$11.3K -267 -3%
IFWM
519
Institute for Wealth Management
Colorado
$307K – – –
HCP
520
Holt Capital Partners
Texas
$306K – – –
LF
521
Lantz Financial
Illinois
$303K – – –
KSWA
522
Kathleen S. Wright Associates
Pennsylvania
$301K – – –
UB
523
UMB Bank
Missouri
$299K +$77.7K +1,830 +33%
MW
524
MBL Wealth
North Carolina
$296K – – –
GD
525
Grandfield & Dodd
New York
$295K – – –