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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
51
Baker Boyer National Bank
Washington
$19.4M +$20.5M +615,148 New
DEM
52
Disciplined Equity Management
Florida
$18.3M +$19.2M +577,833 New
BAM
53
Bayshore Asset Management
Florida
$17.3M +$18.3M +548,654 New
W
54
WorthPointe
California
$17.2M +$18.1M +545,345 New
CPA
55
Capital Performance Advisors
California
$15.8M +$16.6M +499,465 New
SFG
56
Steward Financial Group
Texas
$15.7M +$16.6M +497,289 New
PCI
57
Planning Center Inc
Illinois
$15.4M +$16.3M +491,252 New
LFG
58
Larson Financial Group
Missouri
$14.9M +$15.7M +470,802 New
HIGP
59
Hill Investment Group Partners
Missouri
$14.6M +$15.4M +463,173 New
AF
60
Allworth Financial
California
$14.5M +$15.3M +459,559 New
AC
61
Apella Capital
Connecticut
$14.4M +$15.2M +456,027 New
HighTower Advisors
62
HighTower Advisors
Illinois
$13.6M +$14.3M +428,981 New
KAM
63
Kraft Asset Management
Tennessee
$13.2M +$14M +419,269 New
BPA
64
Beacon Pointe Advisors
California
$12.8M +$13.5M +405,934 New
DWM
65
Dopkins Wealth Management
New York
$12.1M +$12.7M +382,498 New
AAM
66
Austin Asset Management
Texas
$11.9M +$12.5M +375,045 New
CA
67
Claris Advisors
Missouri
$11.7M +$12.3M +370,692 New
PWM
68
PBMares Wealth Management
Virginia
$11.4M +$12M +360,520 New
IAG
69
Investmark Advisory Group
Connecticut
$11.3M +$11.9M +356,299 New
SFA
70
Sequoia Financial Advisors
Ohio
$11.1M +$11.7M +352,714 New
FSWA
71
Financial Synergies Wealth Advisors
Texas
$11.1M +$11.7M +352,356 New
Mariner
72
Mariner
Kansas
$10.9M +$11.5M +346,470 New
CL
73
CPWM LLC
Washington
$10.5M +$11M +331,320 New
IWC
74
Integrated Wealth Concepts
Massachusetts
$10.4M +$10.9M +328,015 New
RFA
75
RTD Financial Advisors
Pennsylvania
$10.2M +$10.7M +321,692 New