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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
$2.05B +$121M +2,473,806 +6%
SC
2
Savant Capital
Illinois
$746M -$18.6M -379,820 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$712M -$3.57M -72,756 -0.5%
Corient Private Wealth
4
Corient Private Wealth
Florida
$472M -$498M -10,161,455 -51%
IFA
5
Index Fund Advisors
California
$278M +$249K +5,083 +0.1%
PL
6
Plancorp LLC
Missouri
$278M -$7.92M -161,483 -3%
Northern Trust
7
Northern Trust
Illinois
$269M -$16.7M -340,526 -6%
Creative Planning
8
Creative Planning
Kansas
$240M -$4.25M -86,540 -2%
FPAS
9
Focus Partners Advisor Solutions
Missouri
$240M +$15.4M +313,543 +7%
HighTower Advisors
10
HighTower Advisors
Illinois
$216M -$3.15M -64,268 -1%
TWA
11
TCI Wealth Advisors
Arizona
$168M +$7.09M +144,548 +4%
EWM
12
Empirical Wealth Management
Washington
$155M +$6.68M +136,247 +4%
Cerity Partners
13
Cerity Partners
New York
$123M +$2.77M +56,421 +2%
MWM
14
Modera Wealth Management
New Jersey
$106M -$731K -14,895 -0.7%
MPW
15
MASECO Private Wealth
$97.9M -$557K -11,362 -0.6%
TI
16
Truepoint Inc
Ohio
$94.2M -$1.15M -23,489 -1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$87.9M -$43.9M -895,614 -33%
TCOTS
18
Trust Company of the South
North Carolina
$83.7M -$1.71M -34,898 -2%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$83.6M -$808K -16,466 -1%
Raymond James Financial
20
Raymond James Financial
Florida
$66.6M +$406K +8,286 +0.6%
BPA
21
Beacon Pointe Advisors
California
$66.6M +$2.65M +54,042 +4%
LPL Financial
22
LPL Financial
California
$66.2M +$556K +11,341 +0.8%
EAM
23
Evanson Asset Management
California
$64.9M +$253K +5,151 +0.4%
CL
24
Choreo LLC
Illinois
$62M -$1.07M -21,898 -2%
FG
25
Foster Group
Iowa
$61.7M -$367K -7,491 -0.6%