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Dimensional US High Profitability ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
26
Ullmann Wealth Partners Group
Florida
$25.8M +$12.8M +477,069 +91%
FC
27
Financial Consulate
Maryland
$25.7M +$441K +16,501 +2%
BEW
28
Burton Enright Welch
California
$25.3M +$1.26M +47,199 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$23M +$5.04M +188,402 +27%
Corient Private Wealth
30
Corient Private Wealth
Florida
$22.8M -$6.81M -254,673 -22%
LWM
31
Liberty Wealth Management
California
$21.4M -$294K -11,014 -1%
B
32
BetterWealth
California
$20M -$364K -13,611 -2%
TWD
33
True Wealth Design
Ohio
$18.6M +$2.92M +109,091 +18%
RS
34
Retirement Solution
Washington
$18.1M +$612K +22,895 +3%
SFA
35
Sequoia Financial Advisors
Ohio
$17.3M +$2.02M +75,494 +13%
BPA
36
Beacon Pointe Advisors
California
$16.1M +$2.62M +98,072 +19%
AF
37
Allworth Financial
California
$15.7M +$1.41M +52,647 +9%
CPIG
38
Chicago Partners Investment Group
Illinois
$15.6M +$2.58M +96,438 +19%
FFS
39
Founders Financial Securities
Maryland
$15.2M +$1.36M +50,949 +9%
HI
40
Horizon Investments
North Carolina
$15.1M +$1.34M +50,298 +9%
VAS
41
Vestmark Advisory Solutions
Massachusetts
$13.6M +$3.44M +128,665 +32%
SSC
42
Syverson Strege & Co
Iowa
$13.5M -$468K -17,493 -3%
LEFP
43
Leading Edge Financial Planning
Tennessee
$13.4M +$6.15K +230 +0%
TFA
44
Triad Financial Advisors
North Carolina
$13.1M +$4.39M +164,225 +47%
SWA
45
Sax Wealth Advisors
New Jersey
$12M +$1.77M +66,389 +17%
Osaic Holdings
46
Osaic Holdings
Arizona
$11.6M -$1.66M -62,241 -12%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$11.4M +$11.8M +442,968 New
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$11.6M +434,038 New
Stifel Financial
49
Stifel Financial
Missouri
$10.2M +$3.04M +113,645 +40%
KA
50
Kooman & Associates
Pennsylvania
$9.87M -$6.2M -231,970 -38%