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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Continuum Advisory
Idaho
$174K – – –
IA
527
IFP Advisors
Florida
$154K -$6.69K -169 -4%
GWM
528
Grand Wealth Management
Michigan
$147K -$2.46M -62,156 -94%
DFA
529
DHJJ Financial Advisors
Illinois
$146K -$29.2K -738 -17%
OA
530
Operose Advisors
Wisconsin
$129K – – –
CIBC Private Wealth Group
531
CIBC Private Wealth Group
Georgia
$118K -$8.15K -206 -6%
SL
532
Salomon & Ludwin
Virginia
$118K – – –
PB
533
Pinnacle Bancorp
Nebraska
$117K – – –
PCFFS
534
Pacific Center for Financial Services
California
$112K – – –
JHCP
535
Jackson Hole Capital Partners
Oklahoma
$107K -$106K -2,691 -50%
CSC
536
Caldwell Sutter Capital
California
$106K – – –
PP
537
PrairieView Partners
Minnesota
$106K +$1.07K +27 +1%
SN
538
Sittner & Nelson
Oregon
$101K – – –
HNB
539
Hilltop National Bank
Wyoming
$98.1K – – –
GWANC
540
Guardian Wealth Advisors (North Carolina)
North Carolina
$97.7K – – –
OCM
541
Orion Capital Management
California
$96.8K -$8.11K -205 -8%
TCWA
542
Turtle Creek Wealth Advisors
Texas
$90.6K +$91.3K +2,307 New
TIM
543
Tortoise Investment Management
New York
$84.4K – – –
TCA
544
Trifecta Capital Advisors
Illinois
$83.5K – – –
MCM
545
MV Capital Management
Maryland
$73.3K – – –
EWM
546
Evermay Wealth Management
Virginia
$71.2K -$14.3K -362 -17%
DSC
547
Duncker Streett & Co
Missouri
$67.5K – – –
ATPW
548
Ashton Thomas Private Wealth
Arizona
$65.4K +$65.9K +1,665 New
Russell Investments Group
549
Russell Investments Group
United Kingdom
$62K – – –
TIM
550
Thompson Investment Management
Wisconsin
$55.1K – – –