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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
551
Syntegra Private Wealth Group
Missouri
$257K +$170 +4 +0.1%
SWA
552
Sterling Wealth Advisors
Florida
$256K +$265K +6,250 New
DFG
553
Delta Financial Group
New Jersey
$254K +$1.1K +26 +0.4%
WCM
554
Wealthcare Capital Management
Virginia
$251K
LIM
555
Leavell Investment Management
Alabama
$250K
OP
556
ORG Partners
Indiana
$248K +$257K +6,060 New
ACI
557
Alpha Cubed Investments
California
$248K
CWP
558
Cyndeo Wealth Partners
Florida
$247K -$1.06K -25 -0.4%
WAOI
559
Wealth Advisors of Iowa
Iowa
$245K
SFG
560
SevenBridge Financial Group
Pennsylvania
$245K +$1.06K +25 +0.4%
PIA
561
Perennial Investment Advisors
California
$244K
TCA
562
Transcend Capital Advisors
New Jersey
$244K -$253K -5,962 -50%
SFGP
563
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$244K +$253K +5,954 New
BOC
564
Bull Oak Capital
California
$239K -$4.8K -113 -2%
OFP
565
OLIO Financial Planning
Virginia
$237K +$4.08K +96 +2%
VPF
566
Vantage Point Financial
Illinois
$237K +$246K +5,792 New
WDL
567
Well Done LLC
Michigan
$237K
FOA
568
Five Oceans Advisors
California
$236K
RA
569
Rise Advisors
New York
$235K +$1.02K +24 +0.4%
NAM
570
NTV Asset Management
West Virginia
$234K
HH
571
HWG Holdings
Texas
$233K
AHC
572
Anderson Hoagland & Co
Missouri
$231K +$230K +5,419 New
KPWS
573
Kestra Private Wealth Services
Texas
$230K -$800K -18,857 -77%
SW
574
Simplicity Wealth
New Jersey
$228K -$4.98M -117,284 -95%
RP
575
Rowlandmiller & Partners
Georgia
$227K