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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Austin Asset Management
Texas
$13.9M -$1.08M -25,769 -7%
PS
102
Pinney & Scofield
Massachusetts
$13.6M -$215K -5,129 -2%
NWM
103
Navigoe Wealth Management
California
$13.4M +$176K +4,181 +1%
SWM
104
Spire Wealth Management
Virginia
$13.1M +$399K +9,496 +3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$13M +$44.9K +1,070 +0.3%
SSB
106
Sandy Spring Bank
Maryland
$12.7M -$892K -21,245 -6%
AFG
107
Altiora Financial Group
Ohio
$12.7M +$232K +5,521 +2%
AA
108
Addison Advisors
Vermont
$12.6M +$368K +8,776 +3%
DPI
109
Diversified Portfolios Inc
Michigan
$12.5M -$53.7K -1,279 -0.4%
KAM
110
Kraft Asset Management
Tennessee
$12.1M -$737K -17,559 -6%
AFG
111
Atomi Financial Group
New York
$12M +$12.2M +290,875 New
SIMC
112
Squire Investment Management Company
Utah
$11.9M +$264K +6,299 +2%
SWG
113
Summit Wealth Group
Vermont
$11.8M +$908K +21,624 +8%
UBS Group
114
UBS Group
Switzerland
$11.6M +$993K +23,645 +9%
NDWM
115
New Dimensions Wealth Management
Texas
$11.5M +$11.7M +278,230 New
JP Morgan Chase
116
JP Morgan Chase
New York
$11.2M +$1.57M +37,296 +16%
LFA
117
Lauterbach Financial Advisors
Texas
$10.8M -$15.4K -366 -0.1%
GLLW
118
Graves Light Lenhart Wealth
Virginia
$10.6M +$592K +14,110 +6%
CWS
119
Confluence Wealth Services
Pennsylvania
$10.4M +$1.34M +31,819 +13%
MCM
120
MAI Capital Management
Ohio
$10.2M +$33.2K +791 +0.3%
BA
121
Bridgewater Advisors
New York
$10.1M +$15.2K +363 +0.1%
BW
122
BIP Wealth
Georgia
$10.1M +$485K +11,559 +5%
EWA
123
EP Wealth Advisors
California
$10.1M -$439K -10,449 -4%
RFA
124
RTD Financial Advisors
Pennsylvania
$10M -$1.29M -30,618 -11%
KAS
125
Kestra Advisory Services
Texas
$9.6M -$2.43M -57,961 -20%