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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
176
Brighton Jones LLC
Washington
$1.33M +$1.4M +42,054 New
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$1.32M +$1.39M +41,680 New
William Blair & Company
178
William Blair & Company
Illinois
$1.28M +$1.35M +40,446 New
FWCM
179
Ferguson Wellman Capital Management
Oregon
$1.25M +$1.32M +39,580 New
CAN
180
Cetera Advisor Networks
California
$1.21M +$1.27M +38,165 New
IAN
181
Integrated Advisors Network
Texas
$1.2M +$1.26M +37,925 New
MWPCG
182
Measured Wealth Private Client Group
New Hampshire
$1.19M +$1.26M +37,721 New
KCPG
183
Kavar Capital Partners Group
Kansas
$1.19M +$1.25M +37,628 New
FT
184
Fiduciary Trust
Massachusetts
$1.19M +$1.25M +37,493 New
FWTB
185
First Western Trust Bank
Colorado
$1.15M +$1.21M +36,268 New
EH
186
Equitable Holdings
New York
$1.14M +$1.2M +36,182 New
MW
187
Marcum Wealth
Ohio
$1.09M +$1.15M +34,650 New
SW
188
SVB Wealth
Massachusetts
$1.09M +$1.15M +34,552 New
GA
189
Greenspring Advisors
Maryland
$1.06M +$1.12M +33,670 New
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$1.06M +$1.12M +33,504 New
CAMG
191
CWA Asset Management Group
Florida
$1.04M +$1.09M +32,781 New
AAS
192
Avantax Advisory Services
Texas
$1.03M +$1.08M +32,555 New
Financial Engines Advisors
193
Financial Engines Advisors
California
$996K +$1.05M +31,529 New
MWM
194
Mission Wealth Management
California
$963K +$1.01M +30,485 New
FPCP
195
Fort Point Capital Partners
California
$943K +$993K +29,831 New
MFG
196
Merit Financial Group
Georgia
$940K +$990K +29,736 New
SOAG
197
Silver Oak Advisory Group
Oregon
$922K +$972K +29,192 New
CG
198
Caprock Group
Idaho
$903K +$951K +28,561 New
JIC
199
Johnson Investment Counsel
Ohio
$891K +$938K +28,188 New
TC
200
TownSquare Capital
Utah
$887K +$935K +28,083 New