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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Arkadios Wealth Advisors
Georgia
$3.62M +$1.56M +44,678 +72%
KFAS
252
Keating Financial Advisory Services
Kansas
$3.61M +$725K +20,741 +24%
Financial Engines Advisors
253
Financial Engines Advisors
California
$3.55M -$68.4K -1,956 -2%
KAS
254
Kestra Advisory Services
Texas
$3.54M +$614K +17,557 +20%
NW
255
NewEdge Wealth
Pennsylvania
$3.51M +$2.62M +74,977 +260%
CSB
256
City State Bank
Iowa
$3.5M +$260K +7,447 +8%
BBNB
257
Baker Boyer National Bank
Washington
$3.47M +$52.3K +1,497 +1%
CWM
258
Capstone Wealth Management
Montana
$3.38M +$98.2K +2,809 +3%
HCM
259
Hutchinson Capital Management
California
$3.33M +$331K +9,480 +11%
EB
260
Emprise Bank
Kansas
$3.29M
FM
261
Family Management
New York
$3.28M +$3.39M +96,906 New
LFG
262
Larson Financial Group
Missouri
$3.27M -$668K -19,098 -16%
GJIA
263
Glass Jacobson Investment Advisors
Maryland
$3.2M +$279K +7,994 +9%
BCG
264
Breakwater Capital Group
New Jersey
$3.2M +$108K +3,101 +3%
LFA
265
Level Financial Advisors
New York
$3.17M -$134K -3,842 -4%
BH
266
Burk Holdings
Oklahoma
$3.17M +$130K +3,720 +4%
FS
267
Financial Symmetry
North Carolina
$3.15M +$62.5K +1,789 +2%
AG
268
AlTi Global
New York
$3.14M
SAI
269
Savvy Advisors Inc
New York
$3.13M +$1.39M +39,639 +75%
LCC
270
Lincoln Capital Corp
Rhode Island
$3.08M +$32.2K +920 +1%
SLG
271
Sanchez Levi Garrett
$3.05M +$3.14M +89,942 New
MSF
272
Mustard Seed Financial
Arkansas
$3M +$58.4K +1,669 +2%
CA
273
Clune & Associates
Illinois
$3M -$888K -25,387 -22%
OHWP
274
Oak Harbor Wealth Partners
North Carolina
$2.99M +$125K +3,568 +4%
Stifel Financial
275
Stifel Financial
Missouri
$2.98M +$361K +10,336 +13%