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Dimensional US High Profitability ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$32.6M -$3.68M -110,107 -11%
TFO
52
Timonier Family Office
North Carolina
$32.3M +$3.46M +103,747 +13%
LEFP
53
Leading Edge Financial Planning
Tennessee
$32.2M +$1.96M +58,634 +7%
BPA
54
Beacon Pointe Advisors
California
$32.2M +$1.02M +30,588 +3%
HWM
55
HB Wealth Management
Georgia
$30.8M +$28.9M +865,963 New
UWPG
56
Ullmann Wealth Partners Group
Florida
$29.8M -$11.3M -339,261 -29%
FB
57
Fulton Bank
Pennsylvania
$29.5M +$27.7M +829,280 New
MWP
58
Meredith Wealth Planning
Illinois
$29.3M +$2.13M +63,942 +8%
NA
59
NewEdge Advisors
Louisiana
$28.3M -$3.69M -110,457 -12%
BA
60
Bridgewater Advisors
New York
$27.8M +$1.69M +50,510 +7%
AWM
61
AE Wealth Management
Kansas
$26.9M +$3.23M +96,619 +15%
SWA
62
Sax Wealth Advisors
New Jersey
$26M +$658K +19,704 +3%
LWM
63
Liberty Wealth Management
California
$26M -$1.67M -50,113 -6%
GM
64
GeoWealth Management
Illinois
$25.7M +$22.4M +671,212 +1,302%
UWM
65
United Wealth Management
Virginia
$25.7M +$385K +11,532 +2%
EWA
66
Exencial Wealth Advisors
Oklahoma
$25.6M +$1.67M +49,880 +7%
EWM
67
Empirical Wealth Management
Washington
$25.2M +$21.2M +635,664 +867%
TWD
68
True Wealth Design
Ohio
$25M -$1.98M -59,421 -8%
VBA
69
von Borstel & Associates
Oregon
$24.9M +$1.66M +49,742 +8%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$24.6M +$165K +4,956 +0.7%
HFA
71
Hippocratic Financial Advisors
California
$24.4M +$6.19M +185,272 +37%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$22.6M -$14.4M -430,579 -40%
WFA
73
West Financial Advisors
Iowa
$21.8M +$7.46M +223,532 +57%
PWM
74
PBMares Wealth Management
Virginia
$20.9M +$841K +25,182 +4%
IA
75
Integrity Alliance
Iowa
$19.2M +$351K +10,521 +2%