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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
$1.1B +$126M +3,172,378 +12%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.07B +$124M +3,132,700 +13%
SC
3
Savant Capital
Illinois
$721M +$70M +1,769,373 +11%
BSW
4
Buckingham Strategic Wealth
Missouri
$567M -$3.13M -79,191 -0.5%
Corient Private Wealth
5
Corient Private Wealth
Florida
$430M -$711K -17,965 -0.2%
PL
6
Plancorp LLC
Missouri
$258M -$3.14M -79,374 -1%
IFA
7
Index Fund Advisors
California
$256M -$6.99M -176,716 -3%
Northern Trust
8
Northern Trust
Illinois
$239M +$4.43M +111,912 +2%
Creative Planning
9
Creative Planning
Kansas
$220M +$56.7M +1,433,941 +34%
HighTower Advisors
10
HighTower Advisors
Illinois
$197M +$2.27M +57,394 +1%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$137M +$1.6M +40,348 +1%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$129M -$720K -18,197 -0.6%
Cerity Partners
13
Cerity Partners
New York
$95.7M -$1.41M -35,515 -1%
MWM
14
Modera Wealth Management
New Jersey
$95.1M -$720K -18,195 -0.7%
EWM
15
Empirical Wealth Management
Washington
$88M +$4.13M +104,332 +5%
TWA
16
TCI Wealth Advisors
Arizona
$85.3M +$2.09M +52,742 +2%
CL
17
Choreo LLC
Illinois
$74.3M +$1.14M +28,802 +2%
TCOTS
18
Trust Company of the South
North Carolina
$72.6M -$1.02M -25,865 -1%
TI
19
Truepoint Inc
Ohio
$72.2M -$3.86M -97,668 -5%
JTWM
20
Jackson Thornton Wealth Management
Alabama
$65.4M +$3.69M +93,298 +6%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$58M -$731K -18,464 -1%
FG
22
Foster Group
Iowa
$57.5M -$726K -18,351 -1%
BPA
23
Beacon Pointe Advisors
California
$53.2M +$6.7M +169,421 +14%
RIM
24
RW Investment Management
Idaho
$52.7M +$1.63M +41,282 +3%
EAM
25
Evanson Asset Management
California
$52.1M +$678K +17,132 +1%