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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
651
Truvestments Capital
Florida
$25.3K -$4.12K -97 -14%
SAM
652
S.A. Mason
Michigan
$24.7K – – –
CBT
653
Crews Bank & Trust
Florida
$24.6K +$25.5K +601 New
CAS
654
Coppell Advisory Solutions
Texas
$21.3K – – –
AIC
655
Archer Investment Corporation
Indiana
$21.2K – – –
PA
656
Pineridge Advisors
Missouri
$20.4K +$85 +2 +0.4%
AA
657
AlphaMark Advisors
Kentucky
$20K – – –
IWP
658
IAG Wealth Partners
Wisconsin
$18.7K – – –
SC
659
Steph & Co
Wisconsin
$18.3K – – –
FGC
660
Financial Gravity Companies
Texas
$16.9K – – –
SRCM
661
Signature Resources Capital Management
California
$15K – – –
SIM
662
Studio Investment Management
Illinois
$10.5K – – –
BFS
663
Bare Financial Services
Pennsylvania
$8.51K -$297 -7 -3%
HIA
664
Harbor Investment Advisory
Maryland
$8.31K – – –
LOIP
665
Live Oak Investment Partners
Texas
$8.02K – – –
T
666
Transce3nd
Texas
$7.57K +$7.85K +185 New
LIS
667
Legacy Investment Solutions
Idaho
$7.16K -$7.13K -168 -50%
LWMI
668
Legacy Wealth Management (Idaho)
Idaho
$7.16K -$7.13K -168 -50%
CAWM
669
Capital A Wealth Management
Pennsylvania
$5.16K +$5.35K +126 New
KPP
670
Kings Path Partners
Texas
$4.13K – – –
TFGT
671
TS Financial Group (TSFG)
Illinois
$3K – – –
Citadel Advisors
672
Citadel Advisors
Florida
– -$612K -14,673 Closed
TSS
673
Two Sigma Securities
New York
– -$374K -8,981 Closed
MSWM
674
Mowery & Schoenfeld Wealth Management
Illinois
– -$333K -7,992 Closed
HWM
675
HB Wealth Management
Georgia
– -$308K -7,398 Closed