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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
751
Paladin Advisory Group
Iowa
$30.1K – – –
HWP
752
Highline Wealth Partners
California
$24.1K +$24.4K +498 New
AF
753
Alerus Financial
North Dakota
$23.5K – – –
MIM
754
Marshall Investment Management
Colorado
$23.2K +$23.4K +478 New
IWP
755
IAG Wealth Partners
Wisconsin
$22.1K – – –
SWIM
756
Smallwood Wealth Investment Management
New Jersey
$21.7K – – –
SC
757
Steph & Co
Wisconsin
$21.6K – – –
AIC
758
Archer Investment Corporation
Indiana
$20.3K -$4.91K -100 -19%
GWS
759
Glassman Wealth Services
Virginia
$18.8K – – –
TC
760
Truvestments Capital
Florida
$18.1K +$49 +1 +0.3%
SRCM
761
Signature Resources Capital Management
California
$17.7K – – –
FGAM
762
Financial Gravity Asset Management
Texas
$17K – – –
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.6K +$16.8K +343 New
HIA
764
Harbor Investment Advisory
Maryland
$10.7K +$883 +18 +9%
WTC
765
WhitTier Trust Company
Nevada
$10.3K -$132K -2,684 -93%
IA
766
IFG Advisory
Georgia
$9.93K -$1.31M -26,782 -99%
SFG
767
Strive Financial Group
Indiana
$8K – – –
AF
768
Abound Financial
California
$5.33K – – –
TFGT
769
TS Financial Group (TSFG)
Illinois
$4K – – –
MNA
770
Manning & Napier Advisors
New York
$1.11K – – –
MWM
771
McMill Wealth Management
Nebraska
– -$16.4M -352,175 Closed
TIAA Trust, National Association
772
TIAA Trust, National Association
North Carolina
– -$3.7M -79,399 Closed
DAS
773
Diversify Advisory Services
Utah
– -$1.22M -25,118 Closed
Susquehanna International Group
774
Susquehanna International Group
Pennsylvania
– -$718K -15,416 Closed
Jane Street
775
Jane Street
New York
– -$579K -12,425 Closed