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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVPW
526
Third View Private Wealth
Connecticut
$413K +$402K +8,864 New
AW
527
Aspirean Wealth
California
$413K +$402K +8,863 New
GA
528
Goldstein Advisors
Wisconsin
$411K – – –
RCM
529
RB Capital Management
Nevada
$410K +$45 +1 +0%
PCA
530
Prosperity Capital Advisors
Ohio
$402K -$34.9K -769 -8%
LFAS
531
Level Four Advisory Services
Texas
$398K +$862 +19 +0.2%
AG
532
AlTi Global
New York
$397K – – –
WT
533
Whittier Trust
California
$397K – – –
CAM
534
Cozad Asset Management
Illinois
$397K -$35.4K -780 -8%
GWM
535
GDS Wealth Management
Texas
$395K – – –
NOI
536
Newton One Investments
Delaware
$392K +$1.27K +28 +0.3%
EWP
537
E-Wealth Partners
Minnesota
$392K +$381K +8,406 New
AWM
538
Angeles Wealth Management
California
$389K -$799K -17,625 -68%
WCM
539
Warburton Capital Management
Oklahoma
$389K +$1.31K +29 +0.3%
PWS
540
Physician Wealth Solutions
Nevada
$387K – – –
VVP
541
Venture Visionary Partners
Ohio
$385K +$375K +8,259 New
SEIA
542
Signature Estate & Investment Advisors
California
$384K +$862 +19 +0.2%
MCM
543
M1 Capital Management
Michigan
$383K -$19.9K -439 -5%
BCM
544
Brookstone Capital Management
Illinois
$383K +$408 +9 +0.1%
FOA
545
Five Oceans Advisors
California
$380K +$10.6K +233 +3%
TRCT
546
Tower Research Capital (TRC)
New York
$376K -$86K -1,895 -19%
MHWM
547
Montz Harcus Wealth Management
Louisiana
$375K +$1.27K +28 +0.3%
RWM
548
Rockwood Wealth Management
Pennsylvania
$373K -$2.9K -64 -0.8%
OC
549
Optima Capital
Oregon
$369K – – –
CIBC Private Wealth Group
550
CIBC Private Wealth Group
Georgia
$364K -$163K -3,593 -31%