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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHS
201
M Holdings Securities
Oregon
$3.74M -$215K -5,112 -5%
MGIA
202
Moneta Group Investment Advisors
Missouri
$3.61M +$89.4K +2,130 +2%
WAM
203
Weinberger Asset Management
California
$3.58M +$60.2K +1,434 +2%
PWM
204
Parkworth Wealth Management
California
$3.58M +$3.19K +76 +0.1%
TWM
205
Tumwater Wealth Management
Idaho
$3.49M – – –
MML Investors Services
206
MML Investors Services
Massachusetts
$3.48M +$42.8K +1,019 +1%
WAN
207
Wealth Advisors Northwest
Oregon
$3.46M -$25.8K -615 -0.7%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$3.38M -$19.9K -474 -0.6%
CA
209
Clearstead Advisors
Ohio
$3.36M -$125K -2,976 -4%
ACM
210
Aspen Capital Management
Idaho
$3.27M +$3.33M +79,383 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$3.22M +$128K +3,053 +4%
JC
212
Jentner Corp
Ohio
$3.2M -$171K -4,069 -5%
WT
213
Washington Trust
Rhode Island
$3.1M – – –
US Bancorp
214
US Bancorp
Minnesota
$3.07M -$6.21K -148 -0.2%
TIAA Trust, National Association
215
TIAA Trust, National Association
North Carolina
$3.06M -$1.85K -44 -0.1%
HWA
216
HMV Wealth Advisors
Louisiana
$3.04M -$104K -2,476 -3%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$2.99M -$106K -2,521 -3%
MWG
218
Martin Worley Group
Utah
$2.98M -$4.87K -116 -0.2%
ZF
219
Zhang Financial
Michigan
$2.9M +$192K +4,577 +7%
BP
220
BWM Planning
Texas
$2.79M – – –
PFS
221
Prospera Financial Services
Texas
$2.78M -$113K -2,693 -4%
AWP
222
Axis Wealth Partners
Rhode Island
$2.76M +$297K +7,082 +12%
QFA
223
Quantum Financial Advisors
California
$2.75M – – –
DI
224
Disciplined Investments
Oklahoma
$2.74M -$131K -3,122 -4%
GJIA
225
Glass Jacobson Investment Advisors
Maryland
$2.73M – – –