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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$3.99M +$309K +7,658 +9%
NWM
177
Northwest Wealth Management
Iowa
$3.93M +$194K +4,812 +5%
WCA
178
Waypoint Capital Advisors
Minnesota
$3.85M – – –
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$3.79M +$291K +7,207 +9%
MGIA
180
Moneta Group Investment Advisors
Missouri
$3.58M +$562K +13,911 +19%
JC
181
Jentner Corp
Ohio
$3.53M -$124K -3,059 -3%
CA
182
Clearstead Advisors
Ohio
$3.53M -$6.02K -149 -0.2%
PA
183
PFG Advisors
Arizona
$3.47M +$210K +5,189 +7%
MML Investors Services
184
MML Investors Services
Massachusetts
$3.46M +$192K +4,752 +6%
TIAA Trust, National Association
185
TIAA Trust, National Association
North Carolina
$3.3M -$273K -6,744 -8%
WT
186
Washington Trust
Rhode Island
$3.13M – – –
Bank of New York Mellon
187
Bank of New York Mellon
New York
$3.09M -$236K -5,850 -7%
WAM
188
Weinberger Asset Management
California
$3.09M +$620K +15,339 +26%
CWA
189
Cascade Wealth Advisors
Washington
$3M +$36.9K +914 +1%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$2.99M -$265K -6,563 -8%
DI
191
Disciplined Investments
Oklahoma
$2.95M -$36.8K -911 -1%
PFS
192
Prospera Financial Services
Texas
$2.94M -$4.93K -122 -0.2%
CCA
193
Clarity Capital Advisors
Florida
$2.87M +$9.5K +235 +0.3%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$2.84M +$1.29M +31,997 +88%
BP
195
BWM Planning
Texas
$2.82M +$2.74M +67,707 New
CSWM
196
Cassady Schiller Wealth Management
Ohio
$2.81M -$19.9K -493 -0.7%
NHC
197
Nicholas Hoffman & Company
Georgia
$2.81M -$26.3K -650 -1%
GJIA
198
Glass Jacobson Investment Advisors
Maryland
$2.8M -$35.9K -888 -1%
US Bancorp
199
US Bancorp
Minnesota
$2.8M +$187K +4,637 +7%
QFA
200
Quantum Financial Advisors
California
$2.78M – – –