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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$19.7M +$2.07M +39,361 +12%
Osaic Holdings
102
Osaic Holdings
Arizona
$19.6M +$3.01M +57,389 +19%
AUB
103
Atlantic Union Bankshares
Virginia
$18.8M +$1.46M +27,854 +9%
MFWP
104
Mosaic Family Wealth Partners
Missouri
$18.5M +$12.4K +237 +0.1%
JWS
105
Juncture Wealth Strategies
Arizona
$18.4M -$1.61M -30,664 -8%
PFA
106
Pillar Financial Advisors
Kentucky
$18.3M -$51.9K -989 -0.3%
SWM
107
Spire Wealth Management
Virginia
$18.2M +$221K +4,216 +1%
MCM
108
MAI Capital Management
Ohio
$18.1M +$7.05M +134,352 +69%
RFP
109
Root Financial Partners
California
$18M -$13M -247,324 -43%
RWM
110
Ruedi Wealth Management
Illinois
$17.9M -$201K -3,837 -1%
AAM
111
Austin Asset Management
Texas
$17.8M -$145K -2,759 -0.8%
SAI
112
Savvy Advisors Inc
New York
$17.7M +$110K +2,094 +0.7%
SWG
113
Summit Wealth Group
Vermont
$17.6M +$415K +7,912 +3%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$17.5M +$41.3K +786 +0.2%
NWM
115
Navigoe Wealth Management
California
$17.5M -$157K -2,988 -0.9%
BW
116
BIP Wealth
Georgia
$17.5M +$1.86M +35,458 +13%
LFG
117
Larson Financial Group
Missouri
$17.3M -$318K -6,056 -2%
PS
118
Pinney & Scofield
Massachusetts
$17.2M -$299K -5,687 -2%
OIA
119
OneDigital Investment Advisors
Kansas
$17.1M -$287K -5,473 -2%
SIMC
120
Squire Investment Management Company
Utah
$16.4M -$5.57K -106 -0%
Morgan Stanley
121
Morgan Stanley
New York
$16.3M +$514K +9,795 +3%
DPI
122
Diversified Portfolios Inc
Michigan
$16M -$150K -2,864 -1%
PFS
123
Professional Financial Solutions
Virginia
$15.9M -$206K -3,927 -1%
DAS
124
Dynamic Advisor Solutions
Arizona
$15.8M -$298K -5,676 -2%
NDWM
125
New Dimensions Wealth Management
Texas
$15.8M +$461K +8,785 +3%