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Dimensional US High Profitability ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
126
Financial Engines Advisors
California
$8.46M +$2.3M +66,408 +36%
FH
127
Financial Harvest
Florida
$8.44M +$8.64M +249,704 New
RFP
128
RCS Financial Planning
Maryland
$8.33M +$251K +7,261 +3%
AWA
129
Arkadios Wealth Advisors
Georgia
$8.2M +$1.47M +42,541 +21%
BOC
130
Blue Oak Capital
California
$8.12M +$8.32M +240,321 New
FWP
131
Family Wealth Partners
North Carolina
$8.09M +$1.38M +39,769 +20%
CWA
132
CogentBlue Wealth Advisors
Tennessee
$7.61M +$7.79M +225,075 New
SOWAS
133
Silver Oak Wealth Advisors Services
California
$7.47M +$7.65M +221,084 New
CPA
134
Cardiff Park Advisors
California
$7.2M +$10.2K +294 +0.1%
WIM
135
Waycross Investment Management
Washington
$6.9M -$1.53M -44,233 -18%
FFG
136
Fiduciary Financial Group
California
$6.8M +$171K +4,937 +2%
SFS
137
Security Financial Services
Indiana
$6.57M -$30.2K -874 -0.4%
Morgan Stanley
138
Morgan Stanley
New York
$6.53M +$2.89M +83,458 +76%
CWG
139
Crown Wealth Group
North Carolina
$6.53M -$1.08M -31,148 -14%
VF
140
Vestment Financial
Minnesota
$6.51M +$6.66M +192,346 New
WANY
141
Wealthspire Advisors (New York)
New York
$6.28M -$6.63M -191,560 -51%
FWMP
142
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$6.23M +$6.38M +184,344 New
SPA
143
Shore Point Advisors
New Jersey
$6.11M +$5.97M +172,399 +2,037%
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$6.05M +$1.37M +39,661 +28%
KAS
145
Kestra Advisory Services
Texas
$6.04M -$16.6M -480,122 -73%
KRW
146
Kaufman Rossin Wealth
Florida
$5.94M +$6.09M +175,935 New
EWA
147
EverSource Wealth Advisors
Alabama
$5.94M +$932K +26,939 +18%
T
148
Tableaux
Massachusetts
$5.57M +$5.7M +164,824 New
AFG
149
Altiora Financial Group
Ohio
$5.55M +$23.5K +679 +0.4%
AA
150
ArborFi Advisors
Michigan
$5.26M +$5.39M +155,797 New