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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$24.4M +$811K +24,390 +3%
CCM
52
Carlson Capital Management
Minnesota
$24.4M -$73.5K -2,211 -0.3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$24.1M +$2.27M +68,353 +10%
Osaic Holdings
54
Osaic Holdings
Arizona
$24M +$885K +26,627 +4%
AL
55
Aspiriant LLC
California
$23.7M -$997K -29,993 -4%
MWA
56
Monograph Wealth Advisors
California
$23.1M +$61.7K +1,857 +0.3%
DEM
57
Disciplined Equity Management
Florida
$19.6M -$128K -3,855 -0.7%
BBNB
58
Baker Boyer National Bank
Washington
$19.4M -$362K -10,884 -2%
BAM
59
Bayshore Asset Management
Florida
$18.8M +$361K +10,868 +2%
BPA
60
Beacon Pointe Advisors
California
$18.5M +$2.23M +67,052 +14%
W
61
WorthPointe
California
$17.9M -$578K -17,403 -3%
CPA
62
Capital Performance Advisors
California
$17.2M +$404K +12,147 +2%
W
63
WPWealth
Texas
$16.7M +$16.6M +498,146 New
SFG
64
Steward Financial Group
Texas
$16.6M -$47.1K -1,417 -0.3%
HWMT
65
Heritage Wealth Management (Texas)
Texas
$15.6M +$15.5M +466,107 New
AF
66
Allworth Financial
California
$15.4M +$63.2K +1,902 +0.4%
HIGP
67
Hill Investment Group Partners
Missouri
$15.2M -$262K -7,891 -2%
AC
68
Apella Capital
Connecticut
$15.2M -$30.6K -922 -0.2%
IAG
69
Investmark Advisory Group
Connecticut
$14.7M +$1.4M +42,168 +11%
RWM
70
Ruedi Wealth Management
Illinois
$14.6M +$14.5M +436,057 New
LFGO
71
Legacy Financial Group (Oklahoma)
Oklahoma
$14M +$13.9M +418,645 New
KAM
72
Kraft Asset Management
Tennessee
$13.9M -$66.3K -1,994 -0.5%
WRPWM
73
Werba Rubin Papier Wealth Management
California
$13.2M +$13.1M +393,335 New
LFG
74
Larson Financial Group
Missouri
$13.1M -$2.51M -75,527 -16%
DWM
75
Dopkins Wealth Management
New York
$13.1M +$463K +13,921 +4%