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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FB
576
First Bancorp
Maine
$247K +$235K +5,844 New
RA
577
Rise Advisors
New York
$245K +$1.08K +27 +0.5%
VPF
578
Vantage Point Financial
Illinois
$245K – – –
NAM
579
NTV Asset Management
West Virginia
$241K – – –
VA
580
Vident Advisory
Georgia
$241K +$229K +5,707 New
HH
581
HWG Holdings
Texas
$241K – – –
WDL
582
Well Done LLC
Michigan
$240K – – –
LF
583
Lantz Financial
Illinois
$239K -$70.3K -1,750 -24%
WJA
584
Willis Johnson & Associates
Texas
$237K +$1.12K +28 +0.5%
RP
585
Rowlandmiller & Partners
Georgia
$234K – – –
RWM
586
Ritholtz Wealth Management
New York
$234K – – –
EFG
587
Everhart Financial Group
Ohio
$233K -$3.05K -76 -1%
AHC
588
Anderson Hoagland & Co
Missouri
$229K +$218K +5,419 New
LIM
589
Leavell Investment Management
Alabama
$228K -$29.5K -734 -12%
AssetMark Inc
590
AssetMark Inc
California
$227K +$83.4K +2,076 +63%
NG
591
Norden Group
Utah
$226K +$1K +25 +0.5%
BB
592
Bell Bank
North Dakota
$224K – – –
PRS
593
Pinkerton Retirement Specialists
Idaho
$223K +$211K +5,265 New
HIP
594
HUB Investment Partners
Texas
$220K – – –
KFG
595
Kelly Financial Group
Connecticut
$216K +$206K +5,117 New
ODA
596
One Degree Advisors
California
$216K +$361 +9 +0.2%
HSA
597
HBK Sorce Advisory
Pennsylvania
$214K – – –
SWP
598
Strategic Wealth Partners
Ohio
$213K +$203K +5,048 New
WAOI
599
Wealth Advisors of Iowa
Iowa
$211K – – –
GFWA
600
Grey Fox Wealth Advisors
Delaware
$209K +$924 +23 +0.5%