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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$603M +$55.6M +1,586,344 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$602M +$85.2M +2,431,740 +16%
SC
3
Savant Capital
Illinois
$506M +$37.5M +1,069,657 +8%
BSW
4
Buckingham Strategic Wealth
Missouri
$495M -$898K -25,641 -0.2%
Corient Private Wealth
5
Corient Private Wealth
Florida
$379M -$2.58M -73,747 -0.7%
IFA
6
Index Fund Advisors
California
$236M -$2.59M -73,838 -1%
SIS
7
Strategic Investment Solutions
Illinois
$235M +$232M +6,617,974 +7,070%
PL
8
Plancorp LLC
Missouri
$232M -$1.75M -49,905 -0.7%
Northern Trust
9
Northern Trust
Illinois
$196M -$4.01M -114,344 -2%
RCG
10
Resource Consulting Group
Florida
$156M +$859K +24,518 +0.5%
Creative Planning
11
Creative Planning
Kansas
$147M -$1.29M -36,792 -0.8%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$122M +$125M +3,572,568 +17,124%
MWM
13
Modera Wealth Management
New Jersey
$85M -$1.52M -43,405 -2%
Cerity Partners
14
Cerity Partners
New York
$74.7M -$4.72M -134,863 -6%
MRWM
15
ML&R Wealth Management
Texas
$74.3M +$1.37M +39,020 +2%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$72.9M +$13.8M +394,530 +23%
TWA
17
TCI Wealth Advisors
Arizona
$70.1M +$1.11M +31,778 +2%
TI
18
Truepoint Inc
Ohio
$68.6M -$810K -23,120 -1%
CL
19
Choreo LLC
Illinois
$64.3M -$2.07M -59,048 -3%
EWM
20
Empirical Wealth Management
Washington
$63.7M +$3.26M +93,175 +5%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$56.2M -$1.03M -29,294 -2%
FG
22
Foster Group
Iowa
$51.2M -$541K -15,429 -1%
FFM
23
Forum Financial Management
Illinois
$50M -$639K -18,230 -1%
SP
24
Symmetry Partners
Connecticut
$46.8M -$2.03M -58,000 -4%
BHWM
25
Beaird Harris Wealth Management
Texas
$45.7M -$1.25M -35,755 -3%