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Dimensional US Core Equity 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1
Pure Financial Advisors
California
$161M +$3.88M +51,899 +2%
BWM
2
Bernicke Wealth Management
Wisconsin
$141M +$4.92M +65,923 +3%
YAL
3
Your Advocates Ltd
Texas
$76.6M +$4.83M +64,632 +6%
BJL
4
Brighton Jones LLC
Washington
$73.6M +$11.3M +151,437 +17%
LI
5
LRI Investments
Florida
$71.3M +$20M +267,541 +37%
QFA
6
Quantum Financial Advisors
California
$59.9M +$45.3M +606,473 +270%
RK
7
Rather & Kittrell
Tennessee
$48.4M +$4.22M +56,488 +9%
PAG
8
Private Advisor Group
New Jersey
$47.4M +$4.68M +62,663 +11%
SIM
9
Stratos Investment Management
Ohio
$46.2M +$1.8M +24,142 +4%
FIA
10
Foundations Investment Advisors
Arizona
$42.8M +$5.53M +74,099 +14%
MWA
11
Monograph Wealth Advisors
California
$37.4M +$3.2M +42,869 +9%
OIA
12
OneDigital Investment Advisors
Kansas
$37.3M +$2.54M +34,064 +7%
PCA
13
Prosperity Capital Advisors
Ohio
$34.5M +$1.14M +15,271 +3%
AC
14
Annandale Capital
Texas
$31.5M -$526K -7,037 -2%
SHFA
15
SC&H Financial Advisors
Maryland
$30.6M +$1.47M +19,629 +5%
GOCP
16
Great Oak Capital Partners
Massachusetts
$29.6M +$664K +8,896 +2%
KWM
17
KFG Wealth Management
Indiana
$29.5M +$5.23M +69,972 +21%
BWM
18
BCO Wealth Management
New Mexico
$28.7M +$451K +6,036 +2%
KSWWM
19
Keyes Stange & Wooten Wealth Management
Florida
$27.6M +$2.82M +37,714 +11%
ST
20
Sageworth Trust
Pennsylvania
$26.3M +$1.65M +22,085 +6%
HR
21
Hardy Reed
Mississippi
$25.3M +$1.56M +20,855 +6%
Betterment LLC
22
Betterment LLC
New York
$24.7M +$55.7K +746 +0.2%
IWC
23
Integrated Wealth Concepts
Massachusetts
$24.6M +$118K +1,586 +0.5%
GWM
24
Geneos Wealth Management
Colorado
$23.8M +$2.3M +30,771 +10%
RWM
25
Riverchase Wealth Management
Texas
$22.9M +$1.77M +23,762 +8%