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Dimensional US High Profitability ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$6.68M +$626K +25,302 +11%
TWA
52
TCI Wealth Advisors
Arizona
$5.86M +$684K +27,644 +13%
AC
53
Applied Capital
Arkansas
$5.69M +$430K +17,385 +8%
KAS
54
Kestra Advisory Services
Texas
$5.6M +$4.71M +190,275 +585%
WW
55
Waterfront Wealth
Kansas
$5.41M +$5.32M +215,205 New
CPA
56
Cardiff Park Advisors
California
$5.38M +$36.2K +1,462 +0.7%
Stifel Financial
57
Stifel Financial
Missouri
$5.32M +$1.95M +78,773 +59%
WIM
58
Waycross Investment Management
Washington
$5.08M -$29.4K -1,188 -0.6%
TAM
59
TCP Asset Management
Ohio
$5.06M +$1.21M +48,811 +32%
JP Morgan Chase
60
JP Morgan Chase
New York
$4.99M +$835K +33,749 +20%
RFP
61
RCS Financial Planning
Maryland
$4.97M +$222K +8,988 +5%
LFGO
62
Legacy Financial Group (Oklahoma)
Oklahoma
$4.8M +$675K +27,295 +17%
RW
63
REDW Wealth
New Mexico
$4.79M -$2.5M -101,149 -35%
MWA
64
Mills Wealth Advisors
Texas
$4.78M +$802K +32,442 +21%
EWA
65
Exencial Wealth Advisors
Oklahoma
$4.44M +$437K +17,681 +11%
PW
66
Peninsula Wealth
California
$4.31M +$251K +10,164 +6%
WCA
67
Waypoint Capital Advisors
Minnesota
$4.21M +$69.8K +2,820 +2%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$3.7M
MWP
69
Meredith Wealth Planning
Illinois
$3.54M +$425K +17,171 +14%
BA
70
Bridgewater Advisors
New York
$3.41M +$734K +29,664 +28%
PWM
71
PBMares Wealth Management
Virginia
$3.39M +$198K +8,012 +6%
LFA
72
Landmark Financial Advisors
Kentucky
$3.27M +$629K +25,412 +24%
MHB
73
Midwest Heritage Bank
Iowa
$3.21M +$2.02M +81,724 +178%
HSG
74
Helen Stephens Group
Texas
$3.16M +$118K +4,788 +4%
LFA
75
Level Financial Advisors
New York
$3.12M +$1.04M +42,042 +51%