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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
751
Citigroup
New York
$82.3K +$78.6K +1,496 New
LF
752
LifeSteps Financial
California
$80.7K +$77K +1,467 New
CMP
753
Coston McIsaac & Partners
Maine
$80K +$263 +5 +0.3%
GWS
754
Glassman Wealth Services
Virginia
$78.2K +$54.3K +1,034 +266%
TIM
755
Thompson Investment Management
Wisconsin
$77.2K – – –
UBS AM
756
UBS AM
Illinois
$75.7K – – –
CCWM
757
Cassaday & Co Wealth Management
Virginia
$74.4K – – –
Bessemer Group
758
Bessemer Group
New Jersey
$74K – – –
RWS
759
Retirement Wealth Solutions
Wisconsin
$73.9K – – –
LWM
760
Lodestone Wealth Management
Washington
$72.3K -$152K -2,904 -69%
EWM
761
Evermay Wealth Management
Virginia
$70.1K – – –
GWM
762
Geneos Wealth Management
Colorado
$67.7K – – –
DJSG
763
D.J. St. Germain
Massachusetts
$66.7K – – –
CFD
764
Creative Financial Designs
Indiana
$65.8K +$105 +2 +0.2%
PB
765
Pinnacle Bancorp
Nebraska
$58.4K – – –
CFSG
766
Community Financial Services Group
Vermont
$56.1K – – –
VWA
767
VSM Wealth Advisory
Maryland
$55K – – –
BF
768
Brooklyn FI
New York
$54.2K +$51.5K +980 New
Vanguard Advisers Inc
769
Vanguard Advisers Inc
Pennsylvania
$53.1K – – –
IRC
770
Investors Research Corp
Georgia
$52.5K – – –
SFC
771
SYM Financial Corp
Indiana
$49.2K – – –
TWIM
772
TIAA Wealth Investment Management
New York
$49.1K +$46.8K +891 New
CSB
773
City State Bank
Iowa
$43.7K +$2.63K +50 +7%
SIM
774
Synergy Investment Management
Florida
$39.6K – – –
HFS
775
Hughes Financial Services
Virginia
$38.1K – – –