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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
651
Fortitude Family Office
Arizona
$44K +$10K +250 +32%
IRC
652
Investors Research Corp
Georgia
$40.3K – – –
GG
653
Gleason Group
Kentucky
$39.5K -$5.7K -142 -13%
SFC
654
SYM Financial Corp
Indiana
$37.8K – – –
FMP
655
Financial Management Professionals
Texas
$35.5K +$120 +3 +0.4%
CSB
656
City State Bank
Iowa
$31.5K – – –
UCB
657
United Community Bank
South Carolina
$27.4K – – –
TC
658
Truvestments Capital
Florida
$26.4K +$120 +3 +0.5%
PAG
659
Paladin Advisory Group
Iowa
$26.3K – – –
SAM
660
S.A. Mason
Michigan
$25.5K – – –
TIM
661
Tortoise Investment Management
New York
$22.8K -$64.6K -1,608 -75%
AIC
662
Archer Investment Corporation
Indiana
$21.9K – – –
PA
663
Pineridge Advisors
Missouri
$21.2K +$120 +3 +0.6%
AF
664
Alerus Financial
North Dakota
$20.5K +$19.5K +485 New
IWP
665
IAG Wealth Partners
Wisconsin
$19.3K – – –
SWIM
666
Smallwood Wealth Investment Management
New Jersey
$18.9K – – –
SC
667
Steph & Co
Wisconsin
$18.9K – – –
SRCM
668
Signature Resources Capital Management
California
$15.5K – – –
FGC
669
Financial Gravity Companies
Texas
$14.8K +$14.1K +350 New
TCM
670
Traub Capital Management
Massachusetts
$12.3K +$11.6K +290 New
BFS
671
Bare Financial Services
Pennsylvania
$8.79K – – –
HIA
672
Harbor Investment Advisory
Maryland
$8.58K – – –
T
673
Transce3nd
Texas
$7.82K – – –
TFGT
674
TS Financial Group (TSFG)
Illinois
$3K – – –
IHWM
675
Iron Horse Wealth Management
Iowa
$2.07K – – –