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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
201
Applied Capital
Arkansas
$1.7M -$1.05M -31,547 -38%
WIM
202
Warwick Investment Management
Texas
$1.64M +$1.63M +49,109 New
AFS
203
Annapolis Financial Services
Maryland
$1.64M +$21.3K +641 +1%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$1.05M +31,681 +187%
TC
205
TAGStone Capital
North Carolina
$1.56M – – –
SSW
206
Stone Summit Wealth
Florida
$1.53M – – –
RPCA
207
Running Point Capital Advisors
California
$1.52M +$2.39K +72 +0.2%
RIP
208
RAM Investment Partners
Washington
$1.49M +$1.48M +44,634 New
APC
209
Asset Planning Corporation
Tennessee
$1.47M +$2.96K +89 +0.2%
EH
210
Equitable Holdings
New York
$1.47M +$283K +8,516 +24%
ACP
211
Aviance Capital Partners
Florida
$1.45M +$4.59K +138 +0.3%
MGIA
212
Moneta Group Investment Advisors
Missouri
$1.44M -$81.8K -2,463 -6%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$1.43M +$1.42M +42,595 New
William Blair & Company
214
William Blair & Company
Illinois
$1.42M +$5.08K +153 +0.4%
TFO
215
Tarbox Family Office
California
$1.41M -$55.5K -1,669 -4%
GRP
216
Global Retirement Partners
California
$1.38M -$3.32K -100 -0.2%
BTWM
217
Baker Tilly Wealth Management
Wisconsin
$1.38M +$6.41K +193 +0.5%
CB
218
Commerce Bank
Missouri
$1.35M +$558K +16,779 +71%
SIC
219
SJS Investment Consulting
Ohio
$1.34M +$39.3K +1,183 +3%
FWCM
220
Ferguson Wellman Capital Management
Oregon
$1.32M – – –
IAN
221
Integrated Advisors Network
Texas
$1.25M -$90.6K -2,726 -7%
MWPCG
222
Measured Wealth Private Client Group
New Hampshire
$1.25M -$11K -330 -0.9%
FT
223
Fiduciary Trust
Massachusetts
$1.24M – – –
CI
224
Cordant Inc
Oregon
$1.23M +$119K +3,566 +11%
KCPG
225
Kavar Capital Partners Group
Kansas
$1.19M -$72.5K -2,182 -6%