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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
601
Coldstream Capital Management
Washington
$165K +$168K +3,993 New
IA
602
IFP Advisors
Florida
$156K +$3.74K +89 +2%
DFA
603
DHJJ Financial Advisors
Illinois
$153K
HR
604
Howe & Rusling
New York
$152K
GWM
605
Grand Wealth Management
Michigan
$148K -$2.9K -69 -2%
AF
606
Advisornet Financial
Minnesota
$146K
AssetMark Inc
607
AssetMark Inc
California
$136K +$94.7K +2,255 +216%
IWA
608
Icon Wealth Advisors
Texas
$135K -$6K -143 -4%
SIS
609
Sound Income Strategies
Florida
$133K
MWA
610
Medallion Wealth Advisors
Connecticut
$132K +$2.81K +67 +2%
PP
611
PrairieView Partners
Minnesota
$121K
WTC
612
WhitTier Trust Company
Nevada
$119K +$122K +2,895 New
PCFFS
613
Pacific Center for Financial Services
California
$117K
JHCP
614
Jackson Hole Capital Partners
Oklahoma
$113K +$462 +11 +0.4%
CSC
615
Caldwell Sutter Capital
California
$111K
GWANC
616
Guardian Wealth Advisors (North Carolina)
North Carolina
$102K
OCM
617
Orion Capital Management
California
$102K
AP
618
Aspect Partners
Virginia
$92.5K
TIM
619
Tortoise Investment Management
New York
$88.5K
TCA
620
Trifecta Capital Advisors
Illinois
$87.7K
ACA
621
American Capital Advisory
Idaho
$83.7K
JFG
622
JDM Financial Group
Texas
$78.2K
MCM
623
MV Capital Management
Maryland
$76.9K
CWM
624
Compass Wealth Management
Connecticut
$71.5K +$72.8K +1,734 New
ADL
625
Asset Dedication LLC
California
$70.7K +$72K +1,715 New