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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
PFG Advisors
Arizona
$5.65M +$355K +7,233 +7%
SCM
202
Sollinda Capital Management
Florida
$5.51M +$471K +9,596 +9%
AAA
203
AG Asset Advisory
California
$5.48M +$535K +10,906 +11%
SW
204
Simplicity Wealth
New Jersey
$5.48M -$125K -2,547 -2%
EK
205
Evensky & Katz
Florida
$5.33M -$266K -5,414 -5%
CSW
206
Cogent Strategic Wealth
Illinois
$5.33M -$46.1K -940 -0.8%
APFP
207
Action Point Financial Planning
Michigan
$5.25M +$5.32M +108,407 New
SWP
208
Stratos Wealth Partners
Ohio
$5.22M -$55.9K -1,140 -1%
FWM
209
FMB Wealth Management
California
$5.12M -$41.6K -849 -0.8%
UCFA
210
United Capital Financial Advisors
Texas
$5.1M +$1.96K +40 +0%
TWA
211
Trace Wealth Advisors
California
$4.9M – – –
CWA
212
Cascade Wealth Advisors
Washington
$4.88M +$174K +3,542 +4%
VAG
213
Vannoy Advisory Group
Texas
$4.86M -$29.8K -608 -0.6%
JIC
214
Joel Isaacson & Co
New York
$4.82M – – –
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$4.82M +$716K +14,587 +17%
IAG
216
Investment Advisory Group
Massachusetts
$4.76M – – –
VCA
217
Verdence Capital Advisors
Maryland
$4.75M – – –
AWA
218
Arkadios Wealth Advisors
Georgia
$4.74M +$3.59M +73,260 +299%
SFP
219
SwitchPoint Financial Planning
Utah
$4.7M -$43.7K -891 -0.9%
US Bancorp
220
US Bancorp
Minnesota
$4.66M -$62.6K -1,277 -1%
SFS
221
Summit Financial Strategies
Ohio
$4.62M -$59.2K -1,207 -1%
HWA
222
HMV Wealth Advisors
Louisiana
$4.55M +$12.6K +257 +0.3%
MWM
223
McCartney Wealth Management
Missouri
$4.45M -$134K -2,730 -3%
MGIA
224
Moneta Group Investment Advisors
Missouri
$4.33M +$246K +5,013 +6%
PAM
225
Pacific Asset Management
Washington
$4.22M -$120K -2,451 -3%