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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
176
Total Wealth Planning
Ohio
$5.07M -$183K -4,300 -3%
EK
177
Evensky & Katz
Florida
$4.98M -$6.41K -151 -0.1%
HWM
178
Hemington Wealth Management
Virginia
$4.97M -$2.8K -66 -0.1%
VCA
179
Verdence Capital Advisors
Maryland
$4.95M – – –
AC
180
Annandale Capital
Texas
$4.85M -$155K -3,645 -3%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$4.83M -$1.53M -35,932 -23%
Bank of America
182
Bank of America
North Carolina
$4.79M +$3.01M +70,853 +154%
VWA
183
Visionary Wealth Advisors
Illinois
$4.77M +$698K +16,448 +16%
IFS
184
Intelligent Financial Strategies
Minnesota
$4.71M -$65.8K -1,550 -1%
UCFA
185
United Capital Financial Advisors
Texas
$4.55M +$552K +13,016 +13%
SWP
186
Stratos Wealth Partners
Ohio
$4.47M -$200K -4,722 -4%
SFP
187
SwitchPoint Financial Planning
Utah
$4.44M +$4.6M +108,489 New
FWM
188
FMB Wealth Management
California
$4.33M – – –
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$4.21M +$1.31M +30,977 +43%
CIAS
190
CFS Investment Advisory Services
New Jersey
$4.16M -$27K -635 -0.6%
CAM
191
Cresset Asset Management
Illinois
$4.11M -$1.84M -43,444 -30%
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$4.1M -$1.27M -29,872 -23%
VAG
193
Vannoy Advisory Group
Texas
$4.07M -$27.8K -654 -0.7%
YCG
194
Yeomans Consulting Group
Georgia
$4.06M -$34.9K -822 -0.8%
TWA
195
Trace Wealth Advisors
California
$4.05M +$4.2M +98,992 New
BGWM
196
Bridge Generations Wealth Management
Florida
$4.03M +$4.18M +98,514 New
IAG
197
Investment Advisory Group
Massachusetts
$4.02M – – –
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$4.01M +$92.2K +2,172 +2%
SFS
199
Summit Financial Strategies
Ohio
$4.01M -$6.88K -162 -0.2%
PAM
200
Pacific Asset Management
Washington
$4M +$4.15M +97,688 New