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Dimensional US High Profitability ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
201
Kooman & Associates
Pennsylvania
$6.8M -$16M -401,799 -71%
HWA
202
HMV Wealth Advisors
Louisiana
$6.68M +$1.31M +32,810 +26%
HSG
203
Helen Stephens Group
Texas
$6.58M +$3.63K +91 +0.1%
SCA
204
Strathmore Capital Advisors
North Carolina
$6.47M +$239K +6,000 +4%
JTWM
205
Jackson Thornton Wealth Management
Alabama
$6.41M +$185K +4,630 +3%
RW
206
REDW Wealth
New Mexico
$6.36M -$1.37M -34,229 -18%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$6.34M -$663K -16,616 -10%
RSWA
208
Robinson Smith Wealth Advisors
Maine
$6.31M +$598 +15 +0%
GAM
209
GEM Asset Management
Michigan
$6.16M +$211K +5,281 +4%
WW
210
Waterfront Wealth
Kansas
$6.01M +$44K +1,104 +0.8%
AFG
211
Altiora Financial Group
Ohio
$5.92M -$790K -19,798 -12%
SC
212
Schubert & Co
Texas
$5.83M +$188K +4,704 +3%
UWPG
213
Ullmann Wealth Partners Group
Florida
$5.78M -$1.71M -42,744 -24%
CIAS
214
Capital Investment Advisory Services
North Carolina
$5.69M +$885K +22,190 +19%
SIS
215
Strategic Investment Solutions
Illinois
$5.62M +$207K +5,189 +4%
KIM
216
Kestra Investment Management
Texas
$5.36M -$2.78M -69,777 -35%
IIA
217
Integrity Investment Advisors
Colorado
$5.33M +$824K +20,668 +19%
B
218
BetterWealth
California
$5.24M -$140K -3,500 -3%
SF
219
Strategent Financial
Virginia
$5.21M +$319K +7,990 +7%
NWM
220
Northwest Wealth Management
Iowa
$5.19M +$305K +7,641 +7%
CAM
221
CPA Asset Management
Florida
$5.16M -$7.99M -200,397 -62%
TIAM2
222
Tru Independence Asset Management 2
Oregon
$5.13M +$471K +11,806 +11%
SEIA
223
Signature Estate & Investment Advisors
California
$4.95M +$355K +8,887 +8%
Creative Planning
224
Creative Planning
Kansas
$4.93M -$218K -5,456 -4%
AG
225
AlTi Global
New York
$4.93M -$2.32M -58,200 -33%