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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Dopkins Wealth Management
New York
$11.2M -$173K -5,322 -1%
HighTower Advisors
77
HighTower Advisors
Illinois
$11.1M -$1.76M -54,197 -13%
KAS
78
Kestra Advisory Services
Texas
$10.7M +$1.79M +54,947 +18%
FSWA
79
Financial Synergies Wealth Advisors
Texas
$10.5M +$85K +2,615 +0.7%
ALWM
80
Andrews Lucia Wealth Management
California
$10.2M +$11.2M +343,238 New
SFA
81
Sequoia Financial Advisors
Ohio
$9.98M -$506K -15,573 -4%
IWC
82
Integrated Wealth Concepts
Massachusetts
$9.75M +$37.9K +1,164 +0.4%
ASI
83
Advisory Services & Investments
Oregon
$9.25M +$2.3M +70,841 +29%
RFA
84
RTD Financial Advisors
Pennsylvania
$9.18M -$377K -11,594 -4%
MG
85
Mather Group
Illinois
$8.9M +$1.04M +31,954 +12%
LFA
86
Lauterbach Financial Advisors
Texas
$8.71M -$142K -4,373 -1%
SWA
87
ShankerValleau Wealth Advisors
Illinois
$8.64M -$276K -8,483 -3%
SWM
88
Soundmark Wealth Management
Washington
$8.63M +$404K +12,415 +4%
EWA
89
EP Wealth Advisors
California
$8.51M -$105K -3,219 -1%
TFA
90
Tobias Financial Advisors
Florida
$8.49M +$1.7M +52,243 +22%
UCFA
91
United Capital Financial Advisors
Texas
$8.29M -$13.5K -414 -0.1%
MCM
92
MAI Capital Management
Ohio
$7.7M +$5.86M +180,201 +226%
BA
93
Bridgewater Advisors
New York
$7.64M +$1.17M +35,975 +16%
DPI
94
Diversified Portfolios Inc
Michigan
$7.47M -$443K -13,615 -5%
PO
95
Private Ocean
California
$7.39M -$3.15K -97 -0%
SFPM
96
Sensible Financial Planning & Management
Massachusetts
$7.32M +$38.9K +1,195 +0.5%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$7.27M -$94.2K -2,896 -1%
EWA
98
Exencial Wealth Advisors
Oklahoma
$6.78M -$4.81K -148 -0.1%
LFA
99
Level Financial Advisors
New York
$6.57M -$54.5K -1,675 -0.7%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$6.43M +$488K +15,010 +7%