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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
151
Cypress Wealth Services
California
$2.26M +$5.3K +163 +0.2%
PFS
152
Prospera Financial Services
Texas
$2.19M +$37.3K +1,148 +2%
NWM
153
Northwest Wealth Management
Iowa
$2.18M +$174K +5,346 +8%
CSWM
154
Cassady Schiller Wealth Management
Ohio
$2.11M +$65 +2 +0%
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$2.08M -$169K -5,192 -7%
GWM
156
Grand Wealth Management
Michigan
$2.08M
TF
157
TIAA FSB
Florida
$2.07M -$32.4K -996 -1%
PW
158
Peninsula Wealth
California
$2.06M +$2.27M +69,663 New
NHC
159
Nicholas Hoffman & Company
Georgia
$2.01M
AWM
160
Angeles Wealth Management
California
$1.97M
IAG
161
Investment Advisory Group
Massachusetts
$1.94M +$26.5K +816 +1%
AF
162
Advisornet Financial
Minnesota
$1.9M +$2.09M +64,165 New
WSTAM
163
Wilbanks Smith & Thomas Asset Management
Virginia
$1.88M +$7.74K +238 +0.4%
RFC
164
Regions Financial Corp
Alabama
$1.87M +$2.06M +63,245 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$1.84M -$36.7K -1,130 -2%
WFA
166
Websterrogers Financial Advisors
South Carolina
$1.83M +$2.01M +61,779 New
Bank of New York Mellon
167
Bank of New York Mellon
New York
$1.8M -$4.29K -132 -0.2%
3LCM
168
3D/L Capital Management
Connecticut
$1.77M -$66K -2,030 -3%
QFA
169
Quantum Financial Advisors
California
$1.77M -$5.89K -181 -0.3%
Morgan Stanley
170
Morgan Stanley
New York
$1.66M +$3.58K +110 +0.2%
FNB
171
Farmers National Bank
Kentucky
$1.64M -$93.5K -2,876 -5%
VFA
172
Valeo Financial Advisors
Indiana
$1.63M
WT
173
Washington Trust
Rhode Island
$1.61M +$1.77M +54,542 New
Brown Advisory
174
Brown Advisory
Maryland
$1.6M -$10.5K -322 -0.6%
CPIG
175
Chicago Partners Investment Group
Illinois
$1.57M +$33.4K +1,027 +2%