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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
201
Jones Financial Companies
Missouri
$3.93M +$1.43M +33,747 +54%
MHS
202
M Holdings Securities
Oregon
$3.92M -$557K -13,118 -12%
AAA
203
AG Asset Advisory
California
$3.7M +$3.83M +90,343 New
PA
204
PFG Advisors
Arizona
$3.57M +$166K +3,911 +5%
PWM
205
Parkworth Wealth Management
California
$3.55M +$3.69M +86,873 New
WAM
206
Weinberger Asset Management
California
$3.5M +$488K +11,503 +16%
MGIA
207
Moneta Group Investment Advisors
Missouri
$3.49M -$21.2K -500 -0.6%
TWM
208
Tumwater Wealth Management
Idaho
$3.46M +$3.59M +84,677 New
CA
209
Clearstead Advisors
Ohio
$3.46M -$1.06K -25 -0%
WAN
210
Wealth Advisors Northwest
Oregon
$3.46M +$3.59M +84,488 New
MML Investors Services
211
MML Investors Services
Massachusetts
$3.41M +$11.1K +261 +0.3%
Fidelity Investments
212
Fidelity Investments
Massachusetts
$3.37M +$605K +14,258 +21%
JC
213
Jentner Corp
Ohio
$3.35M -$122K -2,864 -3%
HWA
214
HMV Wealth Advisors
Louisiana
$3.12M +$3.24M +76,316 New
Bank of New York Mellon
215
Bank of New York Mellon
New York
$3.07M +$43.9K +1,034 +1%
WT
216
Washington Trust
Rhode Island
$3.07M – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3.07M -$678K -15,981 -18%
US Bancorp
218
US Bancorp
Minnesota
$3.05M +$317K +7,466 +11%
TIAA Trust, National Association
219
TIAA Trust, National Association
North Carolina
$3.04M -$204K -4,797 -6%
MWG
220
Martin Worley Group
Utah
$2.96M +$3.07M +72,413 New
PFS
221
Prospera Financial Services
Texas
$2.87M -$15.4K -364 -0.5%
CWA
222
Cascade Wealth Advisors
Washington
$2.85M -$97.6K -2,299 -3%
DI
223
Disciplined Investments
Oklahoma
$2.85M -$46.8K -1,103 -2%
CCA
224
Clarity Capital Advisors
Florida
$2.83M +$10.2K +241 +0.3%
BP
225
BWM Planning
Texas
$2.77M – – –