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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bridge Advisory
California
$785K -$5.73K -243 -0.7%
SC
227
Savant Capital
Illinois
$778K +$813K +34,469 New
HFA
228
Highland Financial Advisors
New Jersey
$769K -$566 -24 -0.1%
CIAS
229
Capital Investment Advisory Services
North Carolina
$769K +$43.4K +1,841 +6%
FFM
230
Flagstone Financial Management
Nebraska
$751K
SWM
231
Soundmark Wealth Management
Washington
$721K
1WA
232
180 Wealth Advisors
Washington
$718K +$108K +4,596 +17%
MFGM
233
Marshall Financial Group (Maryland)
Maryland
$715K -$78.7K -3,340 -10%
RGF
234
Retirement Guys Formula
Ohio
$704K -$42.5K -1,804 -5%
YWM
235
Yoder Wealth Management
California
$690K +$156K +6,635 +28%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$683K +$71 +3 +0%
PCM
237
Presidio Capital Management
California
$677K +$124K +5,272 +21%
BA
238
Bristlecone Advisors
Washington
$664K -$57.2K -2,428 -8%
LG
239
LAM Group
Oregon
$626K +$54.7K +2,320 +9%
DP
240
DDD Partners
Washington
$623K +$18K +762 +3%
BCI
241
Brinker Capital Investments
Pennsylvania
$621K +$105K +4,434 +19%
OPS
242
Orion Portfolio Solutions
Nebraska
$621K +$105K +4,434 +19%
AWM
243
Axxcess Wealth Management
California
$601K +$124K +5,271 +25%
LEFP
244
Leading Edge Financial Planning
Tennessee
$599K -$103K -4,379 -14%
FWM
245
Fortress Wealth Management
California
$599K +$7.4K +314 +1%
CWM
246
CarsonAllaria Wealth Management
Illinois
$588K +$8.82K +374 +1%
1WM
247
1900 Wealth Management
Texas
$570K +$124K +5,266 +26%
API
248
Advisor Partners II
California
$570K +$49.7K +2,109 +9%
RK
249
Rather & Kittrell
Tennessee
$568K +$25.5K +1,080 +4%
CW
250
CreativeOne Wealth
Kansas
$564K -$573K -24,298 -49%