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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
Aspiriant LLC
California
$24.6M +$1.02M +29,196 +4%
MWM
52
Merriman Wealth Management
Washington
$24.4M -$221K -6,317 -0.9%
MWA
53
Monograph Wealth Advisors
California
$24.4M +$789K +22,517 +3%
CCM
54
Carlson Capital Management
Minnesota
$24.2M -$16.7K -478 -0.1%
B
55
Bridgeworth
Alabama
$23.6M +$1.31M +37,516 +6%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$22.9M -$690K -19,684 -3%
IWC
57
Integrated Wealth Concepts
Massachusetts
$22.4M -$58.3K -1,663 -0.3%
TWP
58
TFO Wealth Partners
Ohio
$22.1M
1WM
59
1900 Wealth Management
Texas
$20.9M +$206K +5,867 +1%
DEM
60
Disciplined Equity Management
Florida
$20.1M -$314K -8,969 -1%
W
61
WorthPointe
California
$19.7M +$733K +20,928 +4%
SFG
62
Steward Financial Group
Texas
$19.5M +$791K +22,592 +4%
BAM
63
Bayshore Asset Management
Florida
$18.8M -$481K -13,724 -2%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$18.7M +$208K +5,945 +1%
BBNB
65
Baker Boyer National Bank
Washington
$18.6M -$759K -21,672 -4%
CPA
66
Capital Performance Advisors
California
$17.8M +$236K +6,748 +1%
MG
67
Mather Group
Illinois
$16M +$3.51M +100,101 +27%
IAG
68
Investmark Advisory Group
Connecticut
$15.7M +$509K +14,543 +3%
HighTower Advisors
69
HighTower Advisors
Illinois
$15.2M +$9.63K +275 +0.1%
AC
70
Apella Capital
Connecticut
$14.8M -$292K -8,324 -2%
LFGO
71
Legacy Financial Group (Oklahoma)
Oklahoma
$14.5M +$76K +2,170 +0.5%
RWM
72
Ruedi Wealth Management
Illinois
$14.5M +$628K +17,916 +4%
DWM
73
Dopkins Wealth Management
New York
$14.4M +$1.4M +39,935 +10%
HIGP
74
Hill Investment Group Partners
Missouri
$14.1M -$88.7K -2,532 -0.6%
BPA
75
Beacon Pointe Advisors
California
$14.1M -$3.09M -88,227 -18%