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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1WA
226
180 Wealth Advisors
Washington
$447K +$391K +18,364 New
LA
227
Lane & Associates
New Jersey
$446K +$432K +20,303 New
WP
228
WMS Partners
Maryland
$427K +$414K +19,466 New
Caprock Group
229
Caprock Group
Idaho
$410K +$101K +4,764 +34%
HighTower Advisors
230
HighTower Advisors
Illinois
$408K +$71.5K +3,360 +22%
LG
231
LAM Group
Oregon
$408K +$395K +18,585 New
BA
232
Bridge Advisory
California
$404K +$31.2K +1,468 +9%
JTWM
233
Jackson Thornton Wealth Management
Alabama
$399K +$387K +18,181 New
TC
234
TownSquare Capital
Utah
$395K +$383K +17,995 New
UWM
235
USAdvisors Wealth Management
Minnesota
$381K +$83.2K +3,909 +29%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$368K +$10.4K +491 +3%
BWM
237
Birchcreek Wealth Management
Ohio
$366K +$5.94K +279 +2%
PP
238
Prosperity Planning
Missouri
$355K – – –
RF
239
Resolute Financial
Massachusetts
$348K +$10.6K +496 +3%
SIC
240
SJS Investment Consulting
Ohio
$329K +$319K +15,000 +214,286%
EIA
241
Eldridge Investment Advisors
New Hampshire
$329K +$319K +14,971 New
PCM
242
Parsons Capital Management
Rhode Island
$326K +$16.7K +783 +6%
IAG
243
Investment Advisory Group
Massachusetts
$324K +$314K +14,777 New
MCA
244
Maryland Capital Advisors
Maryland
$314K -$381K -17,903 -56%
Apella Capital
245
Apella Capital
Connecticut
$300K -$107K -5,024 -27%
Burney Company
246
Burney Company
Virginia
$299K +$4.55K +214 +2%
D.A. Davidson & Co
247
D.A. Davidson & Co
Montana
$296K -$446K -20,970 -61%
CMBA
248
C.M. Bidwell & Associates
Hawaii
$291K -$75.5K -3,546 -21%
JP Morgan Chase
249
JP Morgan Chase
New York
$283K +$275K +12,902 New
LFA
250
Lauterbach Financial Advisors
Texas
$282K +$11.5K +541 +4%