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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
101
Sandy Spring Bank
Maryland
$11.4M +$2.59M +67,909 +32%
SWM
102
Soundmark Wealth Management
Washington
$10.8M -$329K -8,618 -3%
ASI
103
Advisory Services & Investments
Oregon
$10.8M -$477K -12,489 -5%
LFA
104
Lauterbach Financial Advisors
Texas
$10.7M -$1.36M -35,719 -12%
EWA
105
EP Wealth Advisors
California
$10.5M -$271K -7,094 -3%
BA
106
Bridgewater Advisors
New York
$10.4M -$32.5K -852 -0.3%
MCM
107
MAI Capital Management
Ohio
$10.3M +$4.24K +111 +0%
SIMC
108
Squire Investment Management Company
Utah
$9.87M +$1.84M +48,193 +25%
SFC
109
Sprinkle Financial Consultants
Colorado
$9.8M +$20.9K +547 +0.2%
AA
110
Ancora Advisors
Ohio
$9.33M -$3.61M -94,453 -29%
RLWM
111
RF&L Wealth Management
Massachusetts
$9.23M -$367K -9,596 -4%
DAS
112
Dynamic Advisor Solutions
Arizona
$9.17M +$549K +14,359 +7%
TFA
113
Tobias Financial Advisors
Florida
$9.06M -$80.2K -2,100 -0.9%
AA
114
Addison Advisors
Vermont
$9M +$428K +11,201 +5%
PO
115
Private Ocean
California
$8.87M -$315K -8,248 -4%
EWA
116
Exencial Wealth Advisors
Oklahoma
$8.67M -$573K -15,002 -7%
MFAM
117
M Financial Asset Management
Oregon
$8.57M -$29.3K -766 -0.4%
LFA
118
Level Financial Advisors
New York
$8.54M -$9.4K -246 -0.1%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$8.1M +$481K +12,598 +7%
JP Morgan Chase
120
JP Morgan Chase
New York
$7.95M +$175K +4,592 +2%
CAN
121
Cetera Advisor Networks
California
$7.67M +$2.51M +65,752 +54%
JWA
122
JFS Wealth Advisors
Pennsylvania
$7.64M +$3.78K +99 +0.1%
CCM
123
Colorado Capital Management
Colorado
$7.48M +$116K +3,041 +2%
OIA
124
OneDigital Investment Advisors
Kansas
$7.46M -$148K -3,884 -2%
PCM
125
Peirce Capital Management
Texas
$7.43M +$61.5K +1,609 +0.9%