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Dimensional US Marketwide Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.05B +$215M +5,639,625 +28%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$982M +$168M +4,399,773 +22%
SC
3
Savant Capital
Illinois
$678M +$11.9M +311,712 +2%
BSW
4
Buckingham Strategic Wealth
Missouri
$593M +$5.3M +138,777 +1%
Corient Private Wealth
5
Corient Private Wealth
Florida
$449M -$3.66M -95,873 -0.9%
IFA
6
Index Fund Advisors
California
$274M -$3.97M -103,812 -2%
PL
7
Plancorp LLC
Missouri
$272M -$4.99M -130,733 -2%
Northern Trust
8
Northern Trust
Illinois
$245M +$5.72M +149,722 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$202M +$172M +4,507,199 +1,017%
Creative Planning
10
Creative Planning
Kansas
$171M -$3.01M -78,877 -2%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$141M +$70.6M +1,849,345 +116%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$135M -$7.13M -186,520 -5%
Cerity Partners
13
Cerity Partners
New York
$101M +$1.44M +37,767 +2%
MWM
14
Modera Wealth Management
New Jersey
$99.8M -$453K -11,870 -0.5%
EWM
15
Empirical Wealth Management
Washington
$87.3M +$2.69M +70,350 +3%
MRWM
16
ML&R Wealth Management
Texas
$86.8M -$4.58M -119,986 -5%
TWA
17
TCI Wealth Advisors
Arizona
$86.7M +$1.49M +38,943 +2%
TI
18
Truepoint Inc
Ohio
$79.1M -$3.06M -80,090 -4%
TCOTS
19
Trust Company of the South
North Carolina
$76.7M -$2.36M -61,897 -3%
CL
20
Choreo LLC
Illinois
$76.5M +$1M +26,217 +1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$64.3M -$346K -9,059 -0.6%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$61.2M -$535K -14,011 -0.9%
FG
23
Foster Group
Iowa
$60.7M -$838K -21,945 -1%
FFM
24
Forum Financial Management
Illinois
$57.3M -$1.55M -40,531 -3%
BHWM
25
Beaird Harris Wealth Management
Texas
$54.7M -$319K -8,344 -0.6%