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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
601
Harbor Investment Advisory
Maryland
$8.46K
KPP
602
Kings Path Partners
Texas
$4.21K
TFGT
603
TS Financial Group (TSFG)
Illinois
$3K
HFS
604
Hantz Financial Services
Michigan
$1K +$1.41K +35 New
WIM
605
Warwick Investment Management
Texas
-$1.98M -50,438 Closed
FTUS
606
Flow Traders U.S.
New York
-$1.09M -27,681 Closed
D.E. Shaw & Co
607
D.E. Shaw & Co
New York
-$857K -21,814 Closed
SW
608
SVB Wealth
Massachusetts
-$825K -21,011 Closed
Fisher Asset Management
609
Fisher Asset Management
Washington
-$696K -17,726 Closed
TI
610
Trexquant Investment
Connecticut
-$496K -12,622 Closed
Goldman Sachs
611
Goldman Sachs
New York
-$493K -12,565 Closed
SCM
612
Steele Capital Management
Iowa
-$387K -9,848 Closed
BW
613
Bison Wealth
Georgia
-$271K -6,627 Closed
BRWA
614
B. Riley Wealth Advisors
Florida
-$247K -6,281 Closed
CAG
615
Csenge Advisory Group
Florida
-$246K -6,269 Closed
FFA
616
Frazier Financial Advisors
Ohio
-$218K -5,540 Closed
OCM
617
Orion Capital Management
California
-$96.8K -2,465 Closed
TCWA
618
Turtle Creek Wealth Advisors
Texas
-$90.6K -2,307 Closed
ATPW
619
Ashton Thomas Private Wealth
Arizona
-$65.4K -1,665 Closed
AFWM
620
Abich Financial Wealth Management
Virginia
-$31K -790 Closed
QCG
621
Quadrant Capital Group
Ohio
-$22.8K -581 Closed
EC
622
EdgeRock Capital
Colorado
-$21.6K -551 Closed
RIL
623
Rothschild Investment LLC
Illinois
-$8.76K -223 Closed
QC
624
Quent Capital
New York
-$2.55K -65 Closed