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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$36.3M +$12.9M +263,396 +54%
Mariner
52
Mariner
Kansas
$35.3M +$2.92M +59,608 +9%
CA
53
Clune & Associates
Illinois
$34.8M +$8.75M +178,352 +33%
MWM
54
Mission Wealth Management
California
$34.6M -$292K -5,952 -0.8%
THL
55
Tillman Hartley LLC
Colorado
$34.5M -$1.18M -24,054 -3%
PCI
56
Planning Center Inc
Illinois
$34.5M -$2.3M -46,786 -6%
RYA
57
Richard Young Associates
Georgia
$34.4M +$273K +5,566 +0.8%
AL
58
Aspiriant LLC
California
$34.3M -$485K -9,884 -1%
WMN
59
Wealth Management Nebraska
Nebraska
$34.3M -$99.5K -2,029 -0.3%
WA
60
Wealth Architects
California
$33.9M -$517K -10,548 -1%
HWMT
61
Heritage Wealth Management (Texas)
Texas
$33.3M +$599K +12,201 +2%
CPA
62
Cardiff Park Advisors
California
$31.1M -$1.93M -39,251 -6%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$30.3M -$1.34M -27,235 -4%
MAM
64
McLean Asset Management
Virginia
$29.8M -$646K -13,179 -2%
TAWM
65
Three Arch Wealth Management
California
$29.1M -$48.6K -991 -0.2%
W
66
WPWealth
Texas
$29.1M +$990K +20,176 +3%
RIM
67
RW Investment Management
Idaho
$28.5M +$28.8M +587,440 New
PFG
68
Premier Financial Group
California
$28M -$538K -10,960 -2%
SWA
69
ShankerValleau Wealth Advisors
Illinois
$27.9M -$254K -5,188 -0.9%
RFP
70
Root Financial Partners
California
$27.8M -$4.38M -89,189 -13%
FFA
71
Farther Finance Advisors
California
$27.3M +$4.1M +83,595 +18%
TWP
72
TFO Wealth Partners
Ohio
$27.1M +$136K +2,770 +0.5%
MWM
73
Meritas Wealth Management
California
$27.1M -$247K -5,035 -0.9%
SP
74
Symmetry Partners
Connecticut
$26.5M -$1.95M -39,796 -7%
MFT
75
Moisand Fitzgerald Tamayo
Florida
$26.4M -$588K -11,984 -2%