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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
176
Investment Advisory Group
Massachusetts
$3.63M +$51.6K +1,499 +2%
Morgan Stanley
177
Morgan Stanley
New York
$3.57M +$314K +9,134 +11%
WCA
178
Waypoint Capital Advisors
Minnesota
$3.5M +$2.41M +69,999 +291%
BW
179
BIP Wealth
Georgia
$3.49M +$1.53M +44,585 +91%
JC
180
Jentner Corp
Ohio
$3.33M -$100K -2,906 -3%
TIAA Trust, National Association
181
TIAA Trust, National Association
North Carolina
$3.14M -$114K -3,301 -4%
HWM
182
HFG Wealth Management
Texas
$3.13M +$2.9M +84,193 New
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$3.06M -$1.15M -33,371 -29%
NWM
184
Northwest Wealth Management
Iowa
$3.06M +$473K +13,737 +20%
MGIA
185
Moneta Group Investment Advisors
Missouri
$3.03M +$486K +14,121 +21%
CCA
186
Clarity Capital Advisors
Florida
$2.95M +$2.72M +79,133 New
RSWM
187
Robertson Stephens Wealth Management
California
$2.93M +$259K +7,518 +11%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$2.78M -$297K -8,622 -10%
KCPG
189
Kavar Capital Partners Group
Kansas
$2.7M +$1.25M +36,456 +101%
DI
190
Disciplined Investments
Oklahoma
$2.65M -$100K -2,913 -4%
PFS
191
Prospera Financial Services
Texas
$2.63M – – –
GJIA
192
Glass Jacobson Investment Advisors
Maryland
$2.6M -$34.7K -1,008 -1%
FF
193
Francis Financial
$2.58M -$392K -11,390 -14%
AP
194
Adero Partners
California
$2.56M +$241 +7 +0%
ZF
195
Zhang Financial
Michigan
$2.55M -$4.27K -124 -0.2%
RPG
196
Resource Planning Group
Georgia
$2.55M +$2.35M +68,385 New
LNWWM
197
Laird Norton Wetherby Wealth Management
California
$2.54M – – –
NHC
198
Nicholas Hoffman & Company
Georgia
$2.53M – – –
PA
199
PFG Advisors
Arizona
$2.53M +$255K +7,415 +12%
CSWM
200
Cassady Schiller Wealth Management
Ohio
$2.53M -$19.5K -567 -0.8%