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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
126
Sprinkle Financial Consultants
Colorado
$9.7M -$29K -683 -0.3%
JP Morgan Chase
127
JP Morgan Chase
New York
$9.6M +$281K +6,613 +3%
BW
128
BIP Wealth
Georgia
$9.56M +$922K +21,712 +10%
EFG
129
Embree Financial Group
Illinois
$9.06M +$515K +12,129 +6%
TFA
130
Tobias Financial Advisors
Florida
$8.81M -$102K -2,409 -1%
AWM
131
Ariadne Wealth Management
California
$8.74M +$1.1M +25,986 +15%
WANY
132
Wealthspire Advisors (New York)
New York
$8.7M -$90.5K -2,132 -1%
JWM
133
JDH Wealth Management
California
$8.64M +$8.97M +211,265 New
AWA
134
Arkadios Wealth Advisors
Georgia
$8.63M +$1.65M +38,761 +23%
RLWM
135
RF&L Wealth Management
Massachusetts
$8.56M -$107K -2,525 -1%
WRPWM
136
Werba Rubin Papier Wealth Management
California
$8.43M -$16.1K -379 -0.2%
LFA
137
Level Financial Advisors
New York
$8.19M -$84.8K -1,997 -1%
CWMA
138
Capstone Wealth Management (Alabama)
Alabama
$8.13M +$8.43M +198,666 New
FH
139
Financial Harvest
Florida
$8.06M +$8.36M +196,863 New
VPWA
140
Vestia Personal Wealth Advisors
Indiana
$7.95M +$552K +13,003 +7%
Wells Fargo
141
Wells Fargo
California
$7.86M +$904K +21,299 +12%
Morgan Stanley
142
Morgan Stanley
New York
$7.81M +$2.71M +63,914 +50%
SCA
143
Strathmore Capital Advisors
North Carolina
$7.79M +$8.08M +190,437 New
PCM
144
Peirce Capital Management
Texas
$7.71M -$371K -8,751 -4%
BH
145
Burk Holdings
Oklahoma
$7.53M +$7.81M +183,994 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$7.35M +$323K +7,611 +4%
JWA
147
JFS Wealth Advisors
Pennsylvania
$7.33M -$24.7K -581 -0.3%
Osaic Holdings
148
Osaic Holdings
Arizona
$7.31M +$61.1K +1,440 +0.8%
AWMM
149
Aegis Wealth Management (Maryland)
Maryland
$7.19M +$7.46M +175,749 New
EWA
150
Exencial Wealth Advisors
Oklahoma
$7.12M -$210K -4,938 -3%