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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
76
Juncture Wealth Strategies
Arizona
$9.74M +$10.3M +308,329 New
KAS
77
Kestra Advisory Services
Texas
$9.71M +$10.2M +307,328 New
SWA
78
ShankerValleau Wealth Advisors
Illinois
$9.49M +$9.99M +300,259 New
LFA
79
Lauterbach Financial Advisors
Texas
$9.43M +$9.94M +298,549 New
EWA
80
EP Wealth Advisors
California
$9.19M +$9.68M +290,744 New
UCFA
81
United Capital Financial Advisors
Texas
$8.86M +$9.33M +280,362 New
SWM
82
Soundmark Wealth Management
Washington
$8.82M +$9.29M +279,069 New
MG
83
Mather Group
Illinois
$8.49M +$8.94M +268,736 New
DPI
84
Diversified Portfolios Inc
Michigan
$8.4M +$8.85M +265,947 New
LPWM
85
Lake Point Wealth Management
Texas
$8.27M +$8.71M +261,847 New
PO
86
Private Ocean
California
$7.89M +$8.31M +249,720 New
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$7.85M +$8.27M +248,348 New
SFPM
88
Sensible Financial Planning & Management
Massachusetts
$7.78M +$8.19M +246,140 New
ASI
89
Advisory Services & Investments
Oregon
$7.64M +$8.04M +241,661 New
TFA
90
Tobias Financial Advisors
Florida
$7.41M +$7.8M +234,518 New
EWA
91
Exencial Wealth Advisors
Oklahoma
$7.25M +$7.63M +229,261 New
LFA
92
Level Financial Advisors
New York
$7.06M +$7.44M +223,471 New
BA
93
Bridgewater Advisors
New York
$7.02M +$7.4M +222,226 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$6.39M +$6.73M +202,093 New
IC
95
Intersect Capital
California
$6.28M +$6.62M +198,846 New
JMPWA
96
JP Morgan Private Wealth Advisors
California
$6.28M +$6.61M +198,699 New
SSC
97
Syverson Strege & Co
Iowa
$6.17M +$6.5M +195,197 New
AWP
98
Abacus Wealth Partners
California
$6.11M +$6.43M +193,294 New
CCM
99
Colorado Capital Management
Colorado
$5.92M +$6.23M +187,199 New
WA
100
Wealthstream Advisors
New York
$5.75M +$6.06M +182,078 New