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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
PFG Advisors
Arizona
$6.41M -$7.88K -150 -0.1%
CCM
202
Colorado Capital Management
Colorado
$6.23M -$728K -13,861 -11%
SW
203
Simplicity Wealth
New Jersey
$6.2M -$17.2K -328 -0.3%
EK
204
Evensky & Katz
Florida
$6.12M +$67.1K +1,278 +1%
WC
205
Wolfstich Capital
Massachusetts
$6.09M +$5.83M +111,097 New
AAA
206
AG Asset Advisory
California
$5.99M -$225K -4,292 -4%
CWA
207
Cascade Wealth Advisors
Washington
$5.89M +$543K +10,340 +11%
Citadel Advisors
208
Citadel Advisors
Florida
$5.85M +$5.59M +106,428 New
CSI
209
Cross Staff Investments
New York
$5.72M – – –
FWM
210
FMB Wealth Management
California
$5.71M -$103K -1,964 -2%
UCFA
211
United Capital Financial Advisors
Texas
$5.71M -$85.3K -1,624 -2%
CSW
212
Cogent Strategic Wealth
Illinois
$5.68M -$352K -6,713 -6%
TWA
213
Trace Wealth Advisors
California
$5.56M – – –
VAG
214
Vannoy Advisory Group
Texas
$5.5M -$10.5K -200 -0.2%
SWP
215
Stratos Wealth Partners
Ohio
$5.48M -$425K -8,090 -8%
JIC
216
Joel Isaacson & Co
New York
$5.47M – – –
VCA
217
Verdence Capital Advisors
Maryland
$5.47M +$67.9K +1,293 +1%
5NPW
218
55 North Private Wealth
Florida
$5.45M +$1.07M +20,365 +26%
IAG
219
Investment Advisory Group
Massachusetts
$5.4M -$5.04K -96 -0.1%
MML Investors Services
220
MML Investors Services
Massachusetts
$5.36M +$2M +38,114 +64%
SFP
221
SwitchPoint Financial Planning
Utah
$5.35M +$8.61K +164 +0.2%
US Bancorp
222
US Bancorp
Minnesota
$5.24M -$51.4K -978 -1%
SFS
223
Summit Financial Strategies
Ohio
$5.22M -$25.3K -482 -0.5%
HWA
224
HMV Wealth Advisors
Louisiana
$5.09M -$75.1K -1,430 -2%
AWA
225
Arkadios Wealth Advisors
Georgia
$5.09M -$276K -5,249 -5%