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Dimensional US High Profitability ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$23.7M +$989K +31,800 +5%
Bank of America
52
Bank of America
North Carolina
$23.6M +$5.1M +164,190 +29%
RS
53
Retirement Solution
Washington
$22.6M -$118K -3,787 -0.5%
AG
54
AlTi Global
New York
$22.5M +$2.52M +81,200 +13%
LEFP
55
Leading Edge Financial Planning
Tennessee
$21.4M +$1.94M +62,287 +10%
MWP
56
Meredith Wealth Planning
Illinois
$21.2M +$2.64M +85,047 +15%
AF
57
Allworth Financial
California
$20.7M +$387K +12,438 +2%
KAS
58
Kestra Advisory Services
Texas
$20.4M +$1.43M +45,865 +8%
MGW
59
MB Generational Wealth
Washington
$17.5M +$283K +9,108 +2%
SSC
60
Syverson Strege & Co
Iowa
$16.8M +$170K +5,454 +1%
FIS
61
Fischer Investment Strategies
California
$16.7M -$323K -10,381 -2%
NA
62
NewEdge Advisors
Louisiana
$16.6M +$306K +9,837 +2%
EWA
63
Exencial Wealth Advisors
Oklahoma
$16.5M +$5.44M +174,877 +51%
OA
64
Oceanside Advisors
South Carolina
$16.4M +$339K +10,910 +2%
Stifel Financial
65
Stifel Financial
Missouri
$16.2M -$110K -3,541 -0.7%
AWM
66
AE Wealth Management
Kansas
$16.1M +$864K +27,804 +6%
TWA
67
TCI Wealth Advisors
Arizona
$15.7M +$4.24M +136,401 +38%
SIS
68
Strategic Investment Solutions
Illinois
$15.3M +$14.6M +469,015 New
OCG
69
Opus Capital Group
Ohio
$15.2M +$1.73M +55,703 +13%
FWM
70
Fortress Wealth Management
California
$15.1M -$59.5K -1,914 -0.4%
Baird Financial Group
71
Baird Financial Group
Wisconsin
$14.7M +$531K +17,072 +4%
AFA
72
Arlington Financial Advisors
California
$14.4M +$121K +3,877 +0.9%
LFS
73
Lutz Financial Services
Nebraska
$14.3M +$1.05M +33,806 +8%
Mariner
74
Mariner
Kansas
$14M +$2.63M +84,641 +24%
FFS
75
Founders Financial Securities
Maryland
$13.5M +$710K +22,838 +6%