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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Angeles Wealth Management
California
$2.22M
CPIG
177
Chicago Partners Investment Group
Illinois
$2.21M +$512K +15,403 +33%
IAG
178
Investment Advisory Group
Massachusetts
$2.2M +$9.9K +298 +0.5%
B
179
BetterWealth
California
$2.19M -$555K -16,696 -20%
US Bancorp
180
US Bancorp
Minnesota
$2.18M +$617K +18,564 +40%
Stifel Financial
181
Stifel Financial
Missouri
$2.17M +$516K +15,530 +31%
Morgan Stanley
182
Morgan Stanley
New York
$2.11M +$227K +6,839 +12%
Fidelity Investments
183
Fidelity Investments
Massachusetts
$2.06M -$17K -513 -0.8%
WFA
184
Websterrogers Financial Advisors
South Carolina
$2.05M -$13.9K -417 -0.7%
Bank of New York Mellon
185
Bank of New York Mellon
New York
$2.03M
WP
186
Westmount Partners
California
$2.02M +$2M +60,240 New
QFA
187
Quantum Financial Advisors
California
$2M -$366 -11 -0%
3LCM
188
3D/L Capital Management
Connecticut
$1.88M -$126K -3,806 -6%
AF
189
Advisornet Financial
Minnesota
$1.84M -$305K -9,189 -14%
WT
190
Washington Trust
Rhode Island
$1.83M
FNB
191
Farmers National Bank
Kentucky
$1.81M -$45.3K -1,364 -2%
CAN
192
Cetera Advisor Networks
California
$1.8M +$63.9K +1,924 +4%
Brown Advisory
193
Brown Advisory
Maryland
$1.75M -$56.6K -1,704 -3%
VFA
194
Valeo Financial Advisors
Indiana
$1.75M -$89K -2,677 -5%
BCM
195
Basso Capital Management
Connecticut
$1.74M +$1.72M +51,878 New
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$1.74M -$3.06K -92 -0.2%
HSG
197
Helen Stephens Group
Texas
$1.73M
CIAS
198
CFS Investment Advisory Services
New Jersey
$1.72M -$5.85M -176,168 -77%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$1.7M -$16.9K -510 -1%
AC
200
Applied Capital
Arkansas
$1.7M -$1.05M -31,547 -38%