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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CarsonAllaria Wealth Management
Illinois
$3.43M +$3.61M +108,595 New
WF
127
WoodTrust Financial
Wisconsin
$3.31M +$3.48M +104,681 New
SFS
128
Summit Financial Strategies
Ohio
$3.3M +$3.48M +104,458 New
JC
129
Jentner Corp
Ohio
$3.15M +$3.32M +99,822 New
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$2.86M +$3.01M +90,574 New
AP
131
Adero Partners
California
$2.78M +$2.97M +89,312 New
B
132
BetterWealth
California
$2.71M +$2.85M +85,714 New
TFA
133
Triad Financial Advisors
North Carolina
$2.68M +$2.82M +84,678 New
AC
134
Applied Capital
Arkansas
$2.55M +$2.69M +80,752 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$2.54M +$2.68M +80,379 New
MCM
136
MAI Capital Management
Ohio
$2.52M +$2.65M +79,693 New
LWM
137
Liberty Wealth Management
California
$2.52M +$2.65M +79,629 New
MML Investors Services
138
MML Investors Services
Massachusetts
$2.46M +$2.59M +77,803 New
GCA
139
Gradient Capital Advisors
California
$2.43M +$2.56M +76,821 New
LNWWM
140
Laird Norton Wetherby Wealth Management
California
$2.38M +$2.51M +75,367 New
DI
141
Disciplined Investments
Oklahoma
$2.37M +$2.49M +74,899 New
CWS
142
Cypress Wealth Services
California
$2.32M +$2.45M +73,468 New
PFS
143
Prospera Financial Services
Texas
$2.31M +$2.43M +72,950 New
CSWM
144
Cassady Schiller Wealth Management
Ohio
$2.26M +$2.38M +71,381 New
TF
145
TIAA FSB
Florida
$2.24M +$2.36M +70,790 New
GWM
146
Grand Wealth Management
Michigan
$2.21M +$2.33M +70,065 New
NWM
147
Northwest Wealth Management
Iowa
$2.16M +$2.27M +68,236 New
NHC
148
Nicholas Hoffman & Company
Georgia
$2.15M +$2.26M +68,008 New
AWM
149
Angeles Wealth Management
California
$2.1M +$2.21M +66,386 New
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2.08M +$2.19M +65,890 New