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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
501
NCM Capital Management
New Jersey
$507K – – –
CSI
502
Cross Staff Investments
New York
$504K – – –
ATPW
503
Ashton Thomas Private Wealth
Arizona
$500K – – –
QCIG
504
Quad-Cities Investment Group
Iowa
$498K -$1.23K -25 -0.2%
AP
505
Americana Partners
Texas
$495K – – –
TCM
506
Towneley Capital Management
California
$489K +$1.81K +37 +0.4%
RA
507
RFG Advisory
Alabama
$489K +$52.4K +1,069 +12%
CWMG
508
Compass Wealth Management (Georgia)
Georgia
$487K +$1.08K +22 +0.2%
OFG
509
Oxford Financial Group
Indiana
$487K – – –
Lido Advisors
510
Lido Advisors
California
$482K -$123K -2,500 -20%
SFG
511
Sovereign Financial Group
Connecticut
$479K -$4.17K -85 -0.9%
SA
512
Sanctuary Advisors
Indiana
$479K -$31.6K -645 -6%
SFS
513
Strategic Financial Services
New York
$479K – – –
AWM
514
Angeles Wealth Management
California
$469K +$65.4K +1,333 +16%
AI
515
Accredited Investors
Minnesota
$466K – – –
NPAN
516
Northeast Planning Associates NH
New Hampshire
$463K – – –
EFG
517
Everest Financial Group
Minnesota
$460K +$465K +9,484 New
GI
518
Gradient Investments
Minnesota
$457K – – –
ARA
519
Approach Retirement Advisors
Alabama
$456K – – –
AFA
520
Avant Financial Advisors
Texas
$454K – – –
PTC
521
Private Trust Company
Ohio
$449K – – –
MKW
522
Mullaney, Keating & Wright
Connecticut
$446K – – –
PCA
523
Prosperity Capital Advisors
Ohio
$446K +$27.7K +565 +7%
OCM
524
Orion Capital Management
California
$445K – – –
AW
525
Aspirean Wealth
California
$444K +$14.9K +303 +3%