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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
101
Larson Financial Group
Missouri
$14.1M -$425K -10,579 -3%
UBS Group
102
UBS Group
Switzerland
$13.9M +$1.85M +46,059 +16%
PS
103
Pinney & Scofield
Massachusetts
$13.8M -$89K -2,215 -0.7%
SWM
104
Spire Wealth Management
Virginia
$13.5M +$39.7K +988 +0.3%
FSWA
105
Financial Synergies Wealth Advisors
Texas
$13.4M +$44.1K +1,098 +0.3%
NWM
106
Navigoe Wealth Management
California
$13.3M -$476K -11,844 -4%
ALWM
107
Andrews Lucia Wealth Management
California
$13.1M -$2.47M -61,430 -17%
AUB
108
Atlantic Union Bankshares
Virginia
$13.1M +$12.4M +309,390 New
CWS
109
Confluence Wealth Services
Pennsylvania
$12.9M +$1.46M +36,416 +14%
AFG
110
Altiora Financial Group
Ohio
$12.8M -$166K -4,134 -1%
DPI
111
Diversified Portfolios Inc
Michigan
$12.8M -$5.78K -144 -0%
SWM
112
Sterling Wealth Management
Illinois
$12.7M +$12M +299,255 New
EWA
113
EP Wealth Advisors
California
$12.2M +$1.74M +43,256 +18%
NDWM
114
New Dimensions Wealth Management
Texas
$11.9M +$58.2K +1,449 +0.5%
KAM
115
Kraft Asset Management
Tennessee
$11.9M -$525K -13,079 -4%
SIMC
116
Squire Investment Management Company
Utah
$11.9M -$368K -9,164 -3%
SWG
117
Summit Wealth Group
Vermont
$11.9M -$205K -5,102 -2%
AA
118
Addison Advisors
Vermont
$11.8M -$1.11M -27,553 -9%
GLLW
119
Graves Light Lenhart Wealth
Virginia
$11.5M +$639K +15,919 +6%
Morgan Stanley
120
Morgan Stanley
New York
$11.3M +$1.84M +45,750 +21%
BA
121
Bridgewater Advisors
New York
$11.1M +$7.35K +183 +0.1%
LFA
122
Lauterbach Financial Advisors
Texas
$11.1M -$31.8K -793 -0.3%
KAS
123
Kestra Advisory Services
Texas
$10.9M +$957K +23,837 +10%
Osaic Holdings
124
Osaic Holdings
Arizona
$10.8M +$1.98M +49,261 +24%
BW
125
BIP Wealth
Georgia
$10.8M +$434K +10,817 +4%