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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
$27.3M -$192K -5,582 -0.8%
AL
52
Aspiriant LLC
California
$26.5M -$426K -12,362 -2%
MWM
53
Merriman Wealth Management
Washington
$26.3M -$302K -8,787 -1%
CCM
54
Carlson Capital Management
Minnesota
$25M -$1.37M -39,735 -6%
IWC
55
Integrated Wealth Concepts
Massachusetts
$24.5M +$12.6K +365 +0.1%
MWM
56
Meritas Wealth Management
California
$24.3M -$7.47M -217,096 -25%
DEM
57
Disciplined Equity Management
Florida
$24.2M +$2M +58,124 +10%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$24M -$1.01M -29,459 -4%
TWP
59
TFO Wealth Partners
Ohio
$23.3M -$410K -11,898 -2%
MWA
60
Monograph Wealth Advisors
California
$22.8M -$3.54M -102,800 -14%
FWM
61
FMFE Wealth Management
New York
$22.1M +$20.5M +594,942 New
W
62
WorthPointe
California
$22M +$370K +10,747 +2%
1WM
63
1900 Wealth Management
Texas
$22M -$880K -25,559 -4%
HWMT
64
Heritage Wealth Management (Texas)
Texas
$21.4M +$910K +26,438 +5%
BAM
65
Bayshore Asset Management
Florida
$20.7M +$72.8K +2,116 +0.4%
CPA
66
Capital Performance Advisors
California
$19.8M +$279K +8,094 +2%
BBNB
67
Baker Boyer National Bank
Washington
$19.4M -$861K -25,019 -5%
Osaic Holdings
68
Osaic Holdings
Arizona
$18.9M -$10M -291,013 -36%
DPW
69
DiNuzzo Private Wealth
Pennsylvania
$18.7M +$17.3M +501,304 New
IAG
70
Investmark Advisory Group
Connecticut
$17.1M -$133K -3,864 -0.8%
RFP
71
Root Financial Partners
California
$17M +$4.42M +128,297 +39%
HighTower Advisors
72
HighTower Advisors
Illinois
$16.5M -$114K -3,301 -0.7%
MG
73
Mather Group
Illinois
$16.5M -$951K -27,624 -6%
LFGO
74
Legacy Financial Group (Oklahoma)
Oklahoma
$16.3M +$372K +10,798 +3%
Stifel Financial
75
Stifel Financial
Missouri
$16.1M +$13.1M +379,214 +708%