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Dimensional US Large Cap Vector ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$317K +$152K +1,897 +97%
HighTower Advisors
27
HighTower Advisors
Illinois
$312K +$884 +11 +0.3%
Betterment LLC
28
Betterment LLC
New York
$294K +$39.3K +489 +16%
IC
29
IEQ Capital
California
$275K +$269K +3,348 New
SIS
30
Strategic Investment Solutions
Illinois
$244K +$643 +8 +0.3%
IWA
31
Independent Wealth Advisors
North Carolina
$227K +$222K +2,756 New
LCWP
32
Legacy Capital Wealth Partners
Arkansas
$208K +$203K +2,531 New
HAG
33
HighPoint Advisor Group
Illinois
$207K +$202K +2,513 New
EF
34
Evanson Financial
Virginia
$206K +$201K +2,502 New
Morgan Stanley
35
Morgan Stanley
New York
$159K +$146K +1,819 +1,596%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$141K
CSPIA
37
Cary Street Partners Investment Advisory
Virginia
$139K +$93.9K +1,168 +222%
SRCM
38
Signature Resources Capital Management
California
$123K
RWM
39
Raffa Wealth Management
District of Columbia
$119K +$321 +4 +0.3%
IWC
40
Integrated Wealth Concepts
Massachusetts
$101K +$98.9K +1,230 New
ACA
41
Aptus Capital Advisors
Alabama
$82.2K +$80.4K +1,000 New
HI
42
Harbour Investments
Wisconsin
$73.7K +$80 +1 +0.1%
Osaic Holdings
43
Osaic Holdings
Arizona
$53.9K +$8.04K +100 +18%
AssetMark Inc
44
AssetMark Inc
California
$31.1K
CBT
45
Crews Bank & Trust
Florida
$26.7K
UBS Group
46
UBS Group
Switzerland
$26.1K +$25.5K +317 New
Citigroup
47
Citigroup
New York
$11.3K +$8.52K +106 +331%
AF
48
Allworth Financial
California
$11.3K
APFP
49
Action Point Financial Planning
Michigan
$10.7K +$10.4K +130 New
EWA
50
Elevate Wealth Advisory
Georgia
$5.76K