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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPAM
601
Murphy Pohlad Asset Management
Minnesota
$208K – – –
NW
602
NewEdge Wealth
Pennsylvania
$208K – – –
BA
603
Bellwether Advisors
Nebraska
$206K – – –
RFA
604
Reyes Financial Architecture
California
$205K – – –
IFG
605
Independent Financial Group
California
$204K +$194K +4,825 New
SFM
606
Signet Financial Management
New Jersey
$202K +$192K +4,787 New
M
607
MOTCO
Texas
$202K -$70K -1,743 -27%
CIC
608
Carnegie Investment Counsel
Ohio
$201K +$191K +4,764 New
SC
609
SouthState Corp
Florida
$161K -$24.6K -612 -14%
BAM
610
Bellevue Asset Management
Washington
$158K +$150K +3,743 New
DFA
611
DHJJ Financial Advisors
Illinois
$157K – – –
SN
612
Sittner & Nelson
Oregon
$156K -$32.6K -813 -18%
HR
613
Howe & Rusling
New York
$155K – – –
GWM
614
Grand Wealth Management
Michigan
$151K – – –
AF
615
Advisornet Financial
Minnesota
$150K +$562 +14 +0.4%
Russell Investments Group
616
Russell Investments Group
United Kingdom
$149K +$76.3K +1,900 +117%
HFS
617
Hantz Financial Services
Michigan
$142K +$135K +3,354 New
BIG
618
Brooklyn Investment Group
New York
$142K +$135K +3,354 New
MWA
619
Medallion Wealth Advisors
Connecticut
$140K +$2.21K +55 +2%
IWA
620
Icon Wealth Advisors
Texas
$138K – – –
SIS
621
Sound Income Strategies
Florida
$136K – – –
WTC
622
WhitTier Trust Company
Nevada
$122K – – –
PP
623
PrairieView Partners
Minnesota
$122K -$1.69K -42 -1%
PCFFS
624
Pacific Center for Financial Services
California
$120K – – –
JHCP
625
Jackson Hole Capital Partners
Oklahoma
$117K +$522 +13 +0.5%