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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
McMill Wealth Management
Nebraska
$16.4M -$16.4M -361,365 -51%
PFA
102
Pillar Financial Advisors
Kentucky
$15.8M -$551K -12,153 -3%
MFWP
103
Mosaic Family Wealth Partners
Missouri
$15.7M -$209K -4,602 -1%
RWM
104
Ruedi Wealth Management
Illinois
$15.5M -$782K -17,231 -5%
AAM
105
Austin Asset Management
Texas
$15.4M -$68.1K -1,501 -0.5%
OIA
106
OneDigital Investment Advisors
Kansas
$15.3M -$613K -13,504 -4%
GLLW
107
Graves Light Lenhart Wealth
Virginia
$15.1M +$1.39M +30,687 +10%
FSWA
108
Financial Synergies Wealth Advisors
Texas
$15.1M +$127K +2,811 +0.9%
LFG
109
Larson Financial Group
Missouri
$15M -$243K -5,356 -2%
PS
110
Pinney & Scofield
Massachusetts
$14.9M -$269K -5,922 -2%
SWM
111
Spire Wealth Management
Virginia
$14.9M +$197K +4,334 +1%
NWM
112
Navigoe Wealth Management
California
$14.8M -$412K -9,077 -3%
Osaic Holdings
113
Osaic Holdings
Arizona
$14.8M +$1.39M +30,589 +11%
JP Morgan Chase
114
JP Morgan Chase
New York
$14.3M -$312K -6,889 -2%
AUB
115
Atlantic Union Bankshares
Virginia
$14.2M -$231K -5,099 -2%
SWG
116
Summit Wealth Group
Vermont
$14M +$353K +7,793 +3%
DPI
117
Diversified Portfolios Inc
Michigan
$14M -$50.8K -1,121 -0.4%
SAI
118
Savvy Advisors Inc
New York
$13.8M +$182K +4,017 +1%
SIMC
119
Squire Investment Management Company
Utah
$13.8M +$395K +8,719 +3%
PFS
120
Professional Financial Solutions
Virginia
$13.7M +$13.3M +294,258 New
Morgan Stanley
121
Morgan Stanley
New York
$13.5M +$470K +10,356 +4%
SWM
122
Sterling Wealth Management
Illinois
$13.4M -$193K -4,265 -1%
BW
123
BIP Wealth
Georgia
$13.3M +$325K +7,162 +3%
DAS
124
Dynamic Advisor Solutions
Arizona
$13.3M -$4.24M -93,578 -25%
NDWM
125
New Dimensions Wealth Management
Texas
$13M -$236K -5,193 -2%