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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
GSB Wealth Management
Connecticut
$297K – – –
HPA
552
High Probability Advisors
New York
$297K – – –
ACM
553
Aurdan Capital Management
Pennsylvania
$297K – – –
GD
554
Grandfield & Dodd
New York
$294K – – –
Russell Investments Group
555
Russell Investments Group
United Kingdom
$294K +$133K +3,063 +87%
GSF
556
Grove Street Fiduciary
New Hampshire
$292K – – –
HI
557
Harbour Investments
Wisconsin
$289K – – –
LFG
558
Lockerman Financial Group
California
$287K – – –
FFO
559
Fiduciary Family Office
Florida
$284K – – –
RWM
560
RKL Wealth Management
Pennsylvania
$281K – – –
OWM
561
Orgel Wealth Management
Wisconsin
$281K – – –
HIP
562
HUB Investment Partners
Texas
$280K +$46.4K +1,065 +20%
SWA
563
Sterling Wealth Advisors
Florida
$277K – – –
EP
564
Essential Planning
New Hampshire
$274K +$1.18K +27 +0.4%
CWP
565
Cyndeo Wealth Partners
Florida
$272K +$827 +19 +0.3%
OP
566
ORG Partners
Indiana
$271K – – –
ACI
567
Alpha Cubed Investments
California
$271K – – –
PCA
568
Purkiss Capital Advisors
Connecticut
$270K +$263K +6,036 New
QCM
569
QRG Capital Management
Illinois
$270K -$309K -7,094 -54%
T
570
Tableaux
Massachusetts
$269K +$262K +6,016 New
FIM
571
Freedom Investment Management
Connecticut
$267K -$1.98M -45,448 -88%
SFGP
572
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$266K – – –
DI
573
Disciplined Investors
Texas
$266K -$6.01K -138 -2%
CA
574
CGN Advisors
Kansas
$265K -$218 -5 -0.1%
IF
575
Intrua Financial
Texas
$265K – – –