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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
151
Confluence Wealth Services
Pennsylvania
$5.52M +$1.18M +30,922 +30%
AC
152
Annandale Capital
Texas
$5.49M -$348K -9,113 -6%
LG
153
LAM Group
Oregon
$5.39M -$3.74K -98 -0.1%
GCA
154
Gradient Capital Advisors
California
$5.33M +$14.5K +379 +0.3%
EWA
155
EverSource Wealth Advisors
Alabama
$5.23M +$303K +7,924 +6%
BIG
156
Builder Investment Group
Georgia
$5.21M – – –
HWM
157
Hemington Wealth Management
Virginia
$5.13M -$15.9K -415 -0.3%
EK
158
Evensky & Katz
Florida
$5.04M -$62.4K -1,634 -1%
VCA
159
Verdence Capital Advisors
Maryland
$4.94M – – –
IFS
160
Intelligent Financial Strategies
Minnesota
$4.94M -$108K -2,819 -2%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$4.83M +$1.37M +35,913 +44%
GAM
162
GEM Asset Management
Michigan
$4.74M -$40.4K -1,057 -0.9%
SWP
163
Stratos Wealth Partners
Ohio
$4.63M +$49.9K +1,305 +1%
Morgan Stanley
164
Morgan Stanley
New York
$4.55M +$584K +15,295 +16%
MHS
165
M Holdings Securities
Oregon
$4.54M -$378K -9,896 -8%
UCFA
166
United Capital Financial Advisors
Texas
$4.43M +$2.44K +64 +0.1%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$4.42M +$4.13M +108,111 New
FWM
168
FMB Wealth Management
California
$4.39M – – –
VWA
169
Visionary Wealth Advisors
Illinois
$4.18M +$89K +2,330 +2%
CIAS
170
CFS Investment Advisory Services
New Jersey
$4.14M -$56.3K -1,473 -1%
YCG
171
Yeomans Consulting Group
Georgia
$4.08M -$4.16K -109 -0.1%
VAG
172
Vannoy Advisory Group
Texas
$4.07M +$24.7K +647 +0.7%
SFS
173
Summit Financial Strategies
Ohio
$4.05M -$12.3K -323 -0.3%
IAG
174
Investment Advisory Group
Massachusetts
$3.99M – – –
WCA
175
Waypoint Capital Advisors
Minnesota
$3.85M – – –