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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
101
Hill Investment Group Partners
Missouri
$13.8M -$3.09M -72,808 -18%
PS
102
Pinney & Scofield
Massachusetts
$13.7M +$14.2M +334,599 New
SSB
103
Sandy Spring Bank
Maryland
$13.5M -$5.86K -138 -0%
NWM
104
Navigoe Wealth Management
California
$13.2M +$13.7M +322,001 New
W
105
WPWealth
Texas
$13.1M +$318K +7,496 +2%
KAM
106
Kraft Asset Management
Tennessee
$13.1M -$390K -9,181 -3%
MG
107
Mather Group
Illinois
$13.1M -$904K -21,289 -6%
FSWA
108
Financial Synergies Wealth Advisors
Texas
$12.9M +$37.8K +890 +0.3%
SWM
109
Spire Wealth Management
Virginia
$12.6M +$13.1M +307,708 New
DPI
110
Diversified Portfolios Inc
Michigan
$12.5M
AFG
111
Altiora Financial Group
Ohio
$12.4M -$645K -15,198 -5%
SWM
112
Sterling Wealth Management
Illinois
$12.2M +$1.27K +30 +0%
AA
113
Addison Advisors
Vermont
$12.2M +$376K +8,863 +3%
KAS
114
Kestra Advisory Services
Texas
$11.9M +$1.7M +40,161 +16%
SIMC
115
Squire Investment Management Company
Utah
$11.6M +$751K +17,701 +7%
RFA
116
RTD Financial Advisors
Pennsylvania
$11.2M -$434K -10,233 -4%
SWG
117
Summit Wealth Group
Vermont
$10.8M +$366K +8,633 +3%
LFA
118
Lauterbach Financial Advisors
Texas
$10.8M -$252K -5,938 -2%
BA
119
Bridgewater Advisors
New York
$10.7M +$16.4K +387 +0.2%
UBS Group
120
UBS Group
Switzerland
$10.6M +$101K +2,380 +0.9%
EWA
121
EP Wealth Advisors
California
$10.4M -$544K -12,812 -5%
CWS
122
Confluence Wealth Services
Pennsylvania
$10.2M +$2.64M +62,274 +35%
SIS
123
Strategic Investment Solutions
Illinois
$10.1M +$2.26M +53,184 +25%
MCM
124
MAI Capital Management
Ohio
$10.1M -$71.9K -1,694 -0.7%
GLLW
125
Graves Light Lenhart Wealth
Virginia
$9.91M +$139K +3,278 +1%