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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
126
Evensky & Katz
Florida
$3.91M +$4.29M +131,912 New
MHS
127
M Holdings Securities
Oregon
$3.82M +$38.2K +1,176 +0.9%
TFA
128
Triad Financial Advisors
North Carolina
$3.78M +$1.4M +43,018 +51%
CWM
129
CarsonAllaria Wealth Management
Illinois
$3.71M +$548K +16,839 +16%
B
130
Bridgeworth
Alabama
$3.65M -$455 -14 -0%
Wells Fargo
131
Wells Fargo
California
$3.61M -$219K -6,727 -5%
VCA
132
Verdence Capital Advisors
Maryland
$3.58M
API
133
Advisor Partners II
California
$3.38M +$3.72M +114,249 New
Truist Financial
134
Truist Financial
North Carolina
$3.35M -$24.4K -750 -0.7%
GCA
135
Gradient Capital Advisors
California
$3.34M +$1.17M +35,831 +47%
SWP
136
Stratos Wealth Partners
Ohio
$3.2M +$3.08M +94,849 +719%
WF
137
WoodTrust Financial
Wisconsin
$3.1M
DI
138
Disciplined Investments
Oklahoma
$3M +$860K +26,434 +35%
JC
139
Jentner Corp
Ohio
$2.95M -$2.34K -72 -0.1%
SFS
140
Summit Financial Strategies
Ohio
$2.94M -$167K -5,133 -5%
CWG
141
Crown Wealth Group
North Carolina
$2.86M -$418K -12,840 -12%
AA
142
Addison Advisors
Vermont
$2.83M +$2.47M +75,908 +384%
AP
143
Adero Partners
California
$2.83M -$61.8K -1,901 -2%
BO
144
BRR OpCo
Ohio
$2.79M +$3.06M +94,115 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$2.68M
MML Investors Services
146
MML Investors Services
Massachusetts
$2.62M +$345K +10,623 +14%
AC
147
Applied Capital
Arkansas
$2.44M +$49.6K +1,524 +2%
B
148
BetterWealth
California
$2.43M -$116K -3,580 -4%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$2.4M +$1.07M +32,927 +69%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$2.38M