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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
51
Aspiriant LLC
California
$32.4M +$195K +4,480 +0.6%
WA
52
Wealth Architects
California
$31.9M -$751K -17,235 -2%
WMN
53
Wealth Management Nebraska
Nebraska
$31.9M -$7.97K -183 -0%
MWM
54
McMill Wealth Management
Nebraska
$31.9M +$31.1M +713,540 New
IWC
55
Integrated Wealth Concepts
Massachusetts
$31.9M +$239K +5,499 +0.8%
Mariner
56
Mariner
Kansas
$31.7M -$225K -5,164 -0.7%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$31.4M -$1.07M -24,516 -3%
HWMT
58
Heritage Wealth Management (Texas)
Texas
$30.3M +$240K +5,505 +0.8%
MAM
59
McLean Asset Management
Virginia
$28.5M -$1.81M -41,533 -6%
SP
60
Symmetry Partners
Connecticut
$28.1M -$748K -17,174 -3%
RIM
61
RW Investment Management
Idaho
$27.5M -$25.3M -579,820 -49%
MWM
62
Mission Wealth Management
California
$26.8M +$277K +6,371 +1%
SWA
63
ShankerValleau Wealth Advisors
Illinois
$26.3M +$43.3K +994 +0.2%
PFG
64
Premier Financial Group
California
$26.1M -$79.2K -1,819 -0.3%
MWM
65
Meritas Wealth Management
California
$25.9M -$439K -10,083 -2%
MG
66
Mather Group
Illinois
$25.5M -$839K -19,260 -3%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$25.3M -$303K -6,968 -1%
TWP
68
TFO Wealth Partners
Ohio
$24.8M +$248K +5,692 +1%
LI
69
LRI Investments
Florida
$24.5M -$85K -1,952 -0.4%
W
70
WPWealth
Texas
$24M +$2.27M +52,138 +11%
W
71
WorthPointe
California
$23.9M -$27K -620 -0.1%
CPA
72
Capital Performance Advisors
California
$23.8M -$422K -9,679 -2%
1WM
73
1900 Wealth Management
Texas
$23.3M -$370K -8,496 -2%
BAM
74
Bayshore Asset Management
Florida
$22.6M -$108K -2,469 -0.5%
BFA
75
Benningfield Financial Advisors
California
$22.5M +$1.03M +23,705 +5%