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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTC
701
Haverford Trust Company
Pennsylvania
$229K – – –
CCIA
702
Cherry Creek Investment Advisors
Colorado
$226K +$216K +4,110 New
GFP
703
Gryphon Financial Partners
Ohio
$225K +$214K +4,083 New
CC
704
Capstone Capital
Nevada
$223K +$213K +4,059 New
CGFA
705
Colton Groome Financial Advisors
North Carolina
$223K +$213K +4,052 New
MWM
706
Mindset Wealth Management
Indiana
$223K +$212K +4,046 New
RI
707
Rinkey Investments
California
$222K +$212K +4,031 New
WDG
708
Wealth Dimensions Group
Ohio
$221K +$211K +4,015 New
CCM
709
Coldstream Capital Management
Washington
$220K +$210K +3,993 New
BJB
710
Broadhurst Jeffrey B
$216K +$206K +3,929 New
CIA
711
Cladis Investment Advisory
Montana
$215K +$205K +3,900 New
WS
712
Wedbush Securities
California
$213K -$15.4K -293 -7%
CWM
713
Centric Wealth Management
Illinois
$211K – – –
MMA
714
Miracle Mile Advisors
California
$210K -$47.3K -900 -19%
KPWS
715
Kestra Private Wealth Services
Texas
$209K +$200K +3,804 New
GWP
716
Gateway Wealth Partners
Wisconsin
$208K -$210K -4,003 -51%
RH
717
RFG Holdings
Texas
$207K +$198K +3,762 New
HR
718
Howe & Rusling
New York
$207K +$4.04K +77 +2%
AllianceBernstein
719
AllianceBernstein
Tennessee
$206K +$223K +4,256 New
SHFA
720
SC&H Financial Advisors
Maryland
$205K +$196K +3,729 New
DFA
721
DHJJ Financial Advisors
Illinois
$204K – – –
First Trust Advisors
722
First Trust Advisors
Illinois
$204K +$195K +3,710 New
PP
723
Prosperity Planning
Missouri
$204K +$195K +3,710 New
SN
724
Sittner & Nelson
Oregon
$203K – – –
ML
725
McAdam LLC
Pennsylvania
$203K +$194K +3,694 New