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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
201
Marcum Wealth
Ohio
$1.03M +$1.07K +33 +0.1%
GA
202
Greenspring Advisors
Maryland
$997K
CI
203
Cordant Inc
Oregon
$985K +$786K +24,173 +266%
SW
204
SVB Wealth
Massachusetts
$972K -$55.8K -1,715 -5%
CAMG
205
CWA Asset Management Group
Florida
$958K -$13.7K -421 -1%
Financial Engines Advisors
206
Financial Engines Advisors
California
$951K +$19.4K +597 +2%
SOAG
207
Silver Oak Advisory Group
Oregon
$942K +$85.5K +2,630 +9%
FWTB
208
First Western Trust Bank
Colorado
$930K -$158K -4,860 -13%
AAS
209
Avantax Advisory Services
Texas
$918K -$50K -1,538 -5%
PAG
210
Private Advisor Group
New Jersey
$915K +$627K +19,275 +166%
CG
211
Caprock Group
Idaho
$907K +$67.6K +2,080 +7%
MWM
212
Mission Wealth Management
California
$894K -$9.14K -281 -0.9%
FPCP
213
Fort Point Capital Partners
California
$883K
MFG
214
Merit Financial Group
Georgia
$880K
JIC
215
Johnson Investment Counsel
Ohio
$838K +$3.38K +104 +0.4%
TC
216
TownSquare Capital
Utah
$832K
TI
217
tru Independence
Oregon
$827K +$387K +11,903 +74%
PFM
218
Phillips Financial Management
Indiana
$819K +$899K +27,653 New
CF
219
Cantor Fitzgerald
New York
$817K +$897K +27,599 New
MWM
220
Marietta Wealth Management
Georgia
$805K
SWM
221
Seaside Wealth Management
California
$794K +$118K +3,643 +18%
GC
222
Garde Capital
Washington
$788K
CWM
223
Curi Wealth Management
North Carolina
$778K +$2.31K +71 +0.3%
PA
224
Parallel Advisors
California
$777K +$1.17K +36 +0.1%
LIA
225
LBMC Investment Advisors
Tennessee
$771K +$2.73K +84 +0.3%