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Dimensional US Core Equity 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$459K +$33.8K +525 +8%
EAM
102
Evanson Asset Management
California
$447K +$89.7K +1,392 +24%
Corient Private Wealth
103
Corient Private Wealth
Florida
$443K +$1.03K +16 +0.2%
WA
104
Wealthstream Advisors
New York
$436K +$1.03K +16 +0.2%
XPN
105
XY Planning Network
Montana
$434K +$456K +7,078 New
DAS
106
Dynamic Advisor Solutions
Arizona
$413K -$2.19K -34 -0.5%
CFA
107
CWS Financial Advisors
Michigan
$384K +$137K +2,120 +51%
FWMP
108
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$383K
NA
109
Note Advisors
New York
$363K +$50.4K +783 +15%
YWM
110
Yardley Wealth Management
Pennsylvania
$358K +$377K +5,845 New
SFC
111
Sprinkle Financial Consultants
Colorado
$345K -$1.68K -26 -0.5%
AAS
112
Avantax Advisory Services
Texas
$334K +$193 +3 +0.1%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$323K -$79.4K -1,233 -19%
SW
114
StrongBox Wealth
Missouri
$320K +$5.99K +93 +2%
DW30
115
Drucker Wealth 3.0
New Jersey
$304K +$57.9K +899 +22%
PFM
116
Phillips Financial Management
Indiana
$299K +$29.4K +456 +10%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$282K +$42.7K +663 +17%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$279K +$387 +6 +0.1%
NSG
119
Nalls Sherbakoff Group
Tennessee
$268K +$281K +4,363 New
Northern Trust
120
Northern Trust
Illinois
$264K -$73.4K -1,139 -21%
DA
121
Doliver Advisors
Texas
$262K
JP Morgan Chase
122
JP Morgan Chase
New York
$252K -$10.6K -165 -4%
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$219K +$231K +3,578 New
CCM
124
Colorado Capital Management
Colorado
$218K +$229K +3,552 New
W
125
WorthPointe
California
$212K +$223K +3,456 New