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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$6.33M +$114K +2,508 +2%
SC
177
Shearwater Capital
Colorado
$6.26M -$313K -6,892 -5%
FNBSF
178
First National Bank Sioux Falls
South Dakota
$6.25M – – –
EFP
179
EnRich Financial Partners
Wisconsin
$6.19M -$114K -2,515 -2%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$6.1M -$536K -11,824 -8%
SIS
181
Strategic Investment Solutions
Illinois
$6.09M -$686K -15,114 -10%
GCA
182
Gradient Capital Advisors
California
$6.08M -$103K -2,277 -2%
CCM
183
Colorado Capital Management
Colorado
$6.08M -$75.4K -1,662 -1%
LG
184
LAM Group
Oregon
$6.07M +$5.13K +113 +0.1%
Envestnet Portfolio Solutions
185
Envestnet Portfolio Solutions
Illinois
$6.06M -$156K -3,437 -3%
WAM
186
Weinberger Asset Management
California
$6.03M +$495K +10,921 +9%
GAM
187
GEM Asset Management
Michigan
$6M +$123K +2,703 +2%
BIG
188
Builder Investment Group
Georgia
$5.94M – – –
AC
189
Annandale Capital
Texas
$5.88M -$25.9K -572 -0.5%
Royal Bank of Canada
190
Royal Bank of Canada
Ontario, Canada
$5.81M -$1.56M -34,489 -22%
AWP
191
Abacus Wealth Partners
California
$5.81M -$122K -2,694 -2%
BFPW
192
BOK Financial Private Wealth
Colorado
$5.79M – – –
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$5.74M +$278K +6,139 +5%
CSW
194
Cogent Strategic Wealth
Illinois
$5.39M +$5.03M +110,957 New
SW
195
Simplicity Wealth
New Jersey
$5.38M -$54.5K -1,202 -1%
EK
196
Evensky & Katz
Florida
$5.38M -$40.6K -896 -0.8%
FWM
197
Forteris Wealth Management
New York
$5.33M +$5.19M +114,340 New
YCG
198
Yeomans Consulting Group
Georgia
$5.22M +$132K +2,901 +3%
PA
199
PFG Advisors
Arizona
$5.1M -$285K -6,293 -5%
SWP
200
Stratos Wealth Partners
Ohio
$5.07M -$60.3K -1,329 -1%