We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Soundmark Wealth Management
Washington
$950K +$171K +7,461 +23%
CIAS
252
Capital Investment Advisory Services
North Carolina
$912K +$86K +3,764 +11%
SC
253
Shearwater Capital
Colorado
$907K -$211K -9,239 -20%
SCM
254
Sollinda Capital Management
Florida
$905K +$858K +37,526 New
SFC
255
Sprinkle Financial Consultants
Colorado
$891K +$845K +36,972 New
LSA
256
L & S Advisors
California
$864K -$39.3K -1,719 -5%
PL
257
Plancorp LLC
Missouri
$854K +$810K +35,423 New
1WA
258
180 Wealth Advisors
Washington
$854K +$91.9K +4,019 +13%
BA
259
Bridge Advisory
California
$839K +$137 +6 +0%
PCM
260
Presidio Capital Management
California
$814K +$85.9K +3,756 +13%
CI
261
Cordant Inc
Oregon
$805K -$173K -7,555 -18%
HFA
262
Highland Financial Advisors
New Jersey
$795K -$25K -1,092 -3%
ATI
263
ARK & TLK Investments
Oklahoma
$793K +$752K +32,902 New
FFM
264
Flagstone Financial Management
Nebraska
$761K -$38.9K -1,700 -5%
NWM
265
Northwest Wealth Management
Iowa
$759K +$720K +31,493 New
AWM
266
Axxcess Wealth Management
California
$731K +$83.9K +3,672 +14%
Bank of New York Mellon
267
Bank of New York Mellon
New York
$729K
DP
268
DDD Partners
Washington
$710K +$40.6K +1,778 +6%
CFGA
269
Cambridge Financial Group (Arizona)
Arizona
$709K +$672K +29,407 New
BCI
270
Brinker Capital Investments
Pennsylvania
$708K +$52K +2,276 +8%
OPS
271
Orion Portfolio Solutions
Nebraska
$708K +$52K +2,276 +8%
WP
272
WMS Partners
Maryland
$690K +$170K +7,417 +35%
TWM
273
Tanager Wealth Management
United Kingdom
$688K +$652K +28,527 New
LG
274
LAM Group
Oregon
$677K +$8K +350 +1%
CWM
275
CarsonAllaria Wealth Management
Illinois
$662K +$31.9K +1,395 +5%