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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FT
201
Fiduciary Trust
Massachusetts
$1.09M -$19.4K -598 -2%
EH
202
Equitable Holdings
New York
$1.05M -$21.5K -662 -2%
MW
203
Marcum Wealth
Ohio
$1.03M +$1.07K +33 +0.1%
GA
204
Greenspring Advisors
Maryland
$997K – – –
CI
205
Cordant Inc
Oregon
$985K +$786K +24,173 +266%
SW
206
SVB Wealth
Massachusetts
$972K -$55.8K -1,715 -5%
CAMG
207
CWA Asset Management Group
Florida
$958K -$13.7K -421 -1%
Financial Engines Advisors
208
Financial Engines Advisors
California
$951K +$19.4K +597 +2%
SOAG
209
Silver Oak Advisory Group
Oregon
$942K +$85.5K +2,630 +9%
FWTB
210
First Western Trust Bank
Colorado
$930K -$158K -4,860 -13%
AAS
211
Avantax Advisory Services
Texas
$918K -$50K -1,538 -5%
PAG
212
Private Advisor Group
New Jersey
$915K +$627K +19,275 +166%
CG
213
Caprock Group
Idaho
$907K +$67.6K +2,080 +7%
MWM
214
Mission Wealth Management
California
$894K -$9.14K -281 -0.9%
FPCP
215
Fort Point Capital Partners
California
$883K – – –
MFG
216
Merit Financial Group
Georgia
$880K – – –
JIC
217
Johnson Investment Counsel
Ohio
$838K +$3.38K +104 +0.4%
TC
218
TownSquare Capital
Utah
$832K – – –
TI
219
tru Independence
Oregon
$827K +$387K +11,903 +74%
PFM
220
Phillips Financial Management
Indiana
$819K +$899K +27,653 New
CF
221
Cantor Fitzgerald
New York
$817K +$897K +27,599 New
MWM
222
Marietta Wealth Management
Georgia
$805K – – –
SWM
223
Seaside Wealth Management
California
$794K +$118K +3,643 +18%
GC
224
Garde Capital
Washington
$788K – – –
CWM
225
Curi Wealth Management
North Carolina
$778K +$2.31K +71 +0.3%