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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
751
Cassaday & Co Wealth Management
Virginia
$74.4K
Bessemer Group
752
Bessemer Group
New Jersey
$74K
RWS
753
Retirement Wealth Solutions
Wisconsin
$73.9K
LWM
754
Lodestone Wealth Management
Washington
$72.3K -$152K -2,904 -69%
EWM
755
Evermay Wealth Management
Virginia
$70.1K
GWM
756
Geneos Wealth Management
Colorado
$67.7K
DJSG
757
D.J. St. Germain
Massachusetts
$66.7K
CFD
758
Creative Financial Designs
Indiana
$65.8K +$105 +2 +0.2%
PB
759
Pinnacle Bancorp
Nebraska
$58.4K
CFSG
760
Community Financial Services Group
Vermont
$56.1K
VWA
761
VSM Wealth Advisory
Maryland
$55K
BF
762
Brooklyn FI
New York
$54.2K +$51.5K +980 New
Vanguard Advisers Inc
763
Vanguard Advisers Inc
Pennsylvania
$53.1K
IRC
764
Investors Research Corp
Georgia
$52.5K
SFC
765
SYM Financial Corp
Indiana
$49.2K
TWIM
766
TIAA Wealth Investment Management
New York
$49.1K +$46.8K +891 New
CSB
767
City State Bank
Iowa
$43.7K +$2.63K +50 +7%
SIM
768
Synergy Investment Management
Florida
$39.6K
HFS
769
Hughes Financial Services
Virginia
$38.1K
TCWA
770
Turtle Creek Wealth Advisors
Texas
$37K
GG
771
Gleason Group
Kentucky
$34.6K +$105 +2 +0.3%
PAG
772
Paladin Advisory Group
Iowa
$34.2K
TPW
773
TOP Private Wealth
Connecticut
$29.7K +$28.3K +539 New
HWP
774
Highline Wealth Partners
California
$27.4K
AF
775
Alerus Financial
North Dakota
$26.7K