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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$8.98M -$274K -8,016 -3%
BA
102
Bridgewater Advisors
New York
$8.54M -$20.3K -594 -0.2%
TFA
103
Triad Financial Advisors
North Carolina
$8.34M -$1.43M -41,822 -14%
RLWM
104
RF&L Wealth Management
Massachusetts
$8.3M -$171K -4,985 -2%
SFPM
105
Sensible Financial Planning & Management
Massachusetts
$8.28M – – –
MCM
106
MAI Capital Management
Ohio
$8.27M -$646K -18,881 -7%
PO
107
Private Ocean
California
$8.1M -$217K -6,336 -3%
TFA
108
Tobias Financial Advisors
Florida
$7.99M -$1.56M -45,654 -16%
EWA
109
Exencial Wealth Advisors
Oklahoma
$7.44M +$5.68K +166 +0.1%
LFA
110
Level Financial Advisors
New York
$7.27M -$44.3K -1,294 -0.6%
KAS
111
Kestra Advisory Services
Texas
$6.7M -$2.77M -80,980 -29%
JWA
112
JFS Wealth Advisors
Pennsylvania
$6.28M -$95.7K -2,795 -1%
MFAM
113
M Financial Asset Management
Oregon
$6.24M +$7.53K +220 +0.1%
WA
114
Wealthstream Advisors
New York
$6.22M -$68.1K -1,990 -1%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$6.22M -$1.01M -29,533 -14%
CCM
116
Colorado Capital Management
Colorado
$6.15M -$37.6K -1,097 -0.6%
WFA
117
Woodward Financial Advisors
North Carolina
$5.96M +$890 +26 +0%
HWM
118
Hemington Wealth Management
Virginia
$5.95M -$54.5K -1,593 -0.9%
Financial Engines Advisors
119
Financial Engines Advisors
California
$5.93M +$4.96M +144,971 +451%
CAM
120
Cresset Asset Management
Illinois
$5.86M -$7.67K -224 -0.1%
WAM
121
WNY Asset Management
New York
$5.83M -$175K -5,104 -3%
JMPWA
122
JP Morgan Private Wealth Advisors
California
$5.74M -$865K -25,280 -13%
AWP
123
Abacus Wealth Partners
California
$5.7M -$149K -4,350 -2%
V
124
Veritable
Delaware
$5.3M -$722K -21,080 -12%
RFP
125
Root Financial Partners
California
$5.27M +$5.39M +157,385 New