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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
176
Zhang Financial
Michigan
$2.33M -$412K -11,774 -15%
CSWM
177
Cassady Schiller Wealth Management
Ohio
$2.33M – – –
NWM
178
Northwest Wealth Management
Iowa
$2.33M +$2.8K +80 +0.1%
LNWWM
179
Laird Norton Wetherby Wealth Management
California
$2.32M -$1.82K -52 -0.1%
WSTAM
180
Wilbanks Smith & Thomas Asset Management
Virginia
$2.31M -$26.1K -744 -1%
NHC
181
Nicholas Hoffman & Company
Georgia
$2.31M – – –
QFA
182
Quantum Financial Advisors
California
$2.29M +$297K +8,468 +14%
MGIA
183
Moneta Group Investment Advisors
Missouri
$2.29M -$161K -4,591 -6%
AWM
184
Angeles Wealth Management
California
$2.27M – – –
RFC
185
Regions Financial Corp
Alabama
$2.25M -$7.39K -211 -0.3%
GWM
186
Grand Wealth Management
Michigan
$2.24M -$64.7K -1,848 -3%
CWS
187
Cypress Wealth Services
California
$2.23M -$145K -4,131 -6%
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$2.15M +$558K +15,918 +34%
US Bancorp
189
US Bancorp
Minnesota
$2.11M -$11K -315 -0.5%
CPIG
190
Chicago Partners Investment Group
Illinois
$2.09M +$209K +5,953 +10%
PA
191
PFG Advisors
Arizona
$2.06M +$72.9K +2,082 +4%
WP
192
Westmount Partners
California
$2.05M – – –
Bank of New York Mellon
193
Bank of New York Mellon
New York
$2.03M -$155K -4,412 -7%
3LCM
194
3D/L Capital Management
Connecticut
$1.99M -$22.7K -648 -1%
Bank of America
195
Bank of America
North Carolina
$1.92M -$17.8K -507 -0.9%
PW
196
Peninsula Wealth
California
$1.91M -$1.76M -50,270 -46%
B
197
BetterWealth
California
$1.9M -$56K -1,598 -3%
AF
198
Advisornet Financial
Minnesota
$1.89M -$36.6K -1,046 -2%
CI
199
Cordant Inc
Oregon
$1.87M +$228K +6,510 +13%
WT
200
Washington Trust
Rhode Island
$1.86M – – –