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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
651
Signet Financial Management
New Jersey
$223K – – –
IF
652
Intrua Financial
Texas
$223K -$52.2K -1,150 -19%
CIC
653
Carnegie Investment Counsel
Ohio
$222K – – –
M
654
MOTCO
Texas
$222K – – –
RFM
655
Royal Fund Management
Florida
$219K +$213K +4,703 New
MMA
656
Miracle Mile Advisors
California
$219K +$213K +4,693 New
AIA
657
AssuredPartners Investment Advisors
Florida
$217K – – –
LW
658
Lauer Wealth
Indiana
$216K – – –
HW
659
HORAN Wealth
Ohio
$215K +$209K +4,611 New
MWM
660
Modern Wealth Management
Kansas
$214K – – –
WCM
661
Wallace Capital Management
Texas
$213K – – –
BNA
662
BankChampaign National Association
Illinois
$212K +$119K +2,623 New
SWP
663
Strategic Wealth Partners
Ohio
$212K – – –
GPA
664
Guidance Point Advisors
Massachusetts
$211K +$726 +16 +0.4%
HWMC
665
Heritage Wealth Management (California)
California
$208K +$202K +4,459 New
CW
666
CreativeOne Wealth
Kansas
$208K +$202K +4,455 New
CA
667
Continuum Advisory
Idaho
$207K +$201K +4,441 New
AO
668
Advisor OS
Illinois
$204K -$4.76K -105 -2%
MA
669
MJP Associates
Connecticut
$204K -$4.76K -105 -2%
TF
670
Threadgill Financial
Texas
$203K +$198K +4,362 New
PIA
671
Perennial Investment Advisors
California
$203K +$197K +4,351 New
SWM
672
Sherman Wealth Management
Maryland
$202K +$197K +4,344 New
CWM
673
Centric Wealth Management
Illinois
$202K +$186K +4,093 New
AHC
674
Anderson Hoagland & Co
Missouri
$200K +$195K +4,303 New
LWM
675
Lodestone Wealth Management
Washington
$197K +$191K +4,219 New