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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
651
Carnegie Investment Counsel
Ohio
$222K
M
652
MOTCO
Texas
$222K
RFM
653
Royal Fund Management
Florida
$219K +$213K +4,703 New
MMA
654
Miracle Mile Advisors
California
$219K +$213K +4,693 New
AIA
655
AssuredPartners Investment Advisors
Florida
$217K
LW
656
Lauer Wealth
Indiana
$216K
HW
657
HORAN Wealth
Ohio
$215K +$209K +4,611 New
MWM
658
Modern Wealth Management
Kansas
$214K
WCM
659
Wallace Capital Management
Texas
$213K
BNA
660
BankChampaign National Association
Illinois
$212K +$119K +2,623 New
SWP
661
Strategic Wealth Partners
Ohio
$212K
GPA
662
Guidance Point Advisors
Massachusetts
$211K +$726 +16 +0.4%
HWMC
663
Heritage Wealth Management (California)
California
$208K +$202K +4,459 New
CW
664
CreativeOne Wealth
Kansas
$208K +$202K +4,455 New
CA
665
Continuum Advisory
Idaho
$207K +$201K +4,441 New
AO
666
Advisor OS
Illinois
$204K -$4.76K -105 -2%
MA
667
MJP Associates
Connecticut
$204K -$4.76K -105 -2%
TF
668
Threadgill Financial
Texas
$203K +$198K +4,362 New
PIA
669
Perennial Investment Advisors
California
$203K +$197K +4,351 New
SWM
670
Sherman Wealth Management
Maryland
$202K +$197K +4,344 New
CWM
671
Centric Wealth Management
Illinois
$202K +$186K +4,093 New
AHC
672
Anderson Hoagland & Co
Missouri
$200K +$195K +4,303 New
LWM
673
Lodestone Wealth Management
Washington
$197K +$191K +4,219 New
ACA
674
American Capital Advisory
Idaho
$192K
SN
675
Sittner & Nelson
Oregon
$187K