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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
726
IAG Wealth Partners
Wisconsin
$21.2K
SWIM
727
Smallwood Wealth Investment Management
New Jersey
$20.9K
SC
728
Steph & Co
Wisconsin
$20.8K
GWS
729
Glassman Wealth Services
Virginia
$18.1K
TC
730
Truvestments Capital
Florida
$17.3K +$45 +1 +0.3%
SRCM
731
Signature Resources Capital Management
California
$17.1K
FGAM
732
Financial Gravity Asset Management
Texas
$16.3K
HIA
733
Harbor Investment Advisory
Maryland
$9.46K
SFG
734
Strive Financial Group
Indiana
$7.22K +$7.03K +155 New
QA
735
Quattro Advisors
Pennsylvania
$5.36K +$5.22K +115 New
AF
736
Abound Financial
California
$5.13K +$4.99K +110 New
TFGT
737
TS Financial Group (TSFG)
Illinois
$4K
MNA
738
Manning & Napier Advisors
New York
$1.07K
MI
739
Motiv8 Investments
Florida
$88 +$85.5K +1,885 New
TWP
740
Total Wealth Planning
Ohio
-$5.09M -113,917 Closed
BCA
741
Bay Colony Advisors
Massachusetts
-$2.48M -55,472 Closed
MPCL
742
My Personal CFO LLC
Washington
-$2.46M -55,093 Closed
Citadel Advisors
743
Citadel Advisors
Florida
-$1.49M -33,241 Closed
BJL
744
Brighton Jones LLC
Washington
-$1.24M -27,807 Closed
AFA
745
Arlington Financial Advisors
California
-$800K -17,905 Closed
CWM
746
Cherrydale Wealth Management
New Jersey
-$795K -17,798 Closed
LWM
747
Liberty Wealth Management
California
-$482K -10,787 Closed
SW
748
SteelPeak Wealth
California
-$428K -9,582 Closed
BIM
749
Bridges Investment Management
Nebraska
-$393K -8,794 Closed
GKWIM
750
Gerber Kawasaki Wealth & Investment Management
California
-$389K -8,704 Closed