DFAE icon

Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
276
Gemmer Asset Management
California
$921K +$902K +35,585 New
BA
277
Bridge Advisory
California
$918K +$17.4K +686 +2%
BCI
278
Brinker Capital Investments
Pennsylvania
$911K +$114K +4,492 +15%
OPS
279
Orion Portfolio Solutions
Nebraska
$911K +$114K +4,492 +15%
ATI
280
ARK & TLK Investments
Oklahoma
$901K +$77K +3,037 +10%
BWA
281
BCU Wealth Advisors
Illinois
$858K +$139K +5,484 +20%
FFM
282
Flagstone Financial Management
Nebraska
$819K – – –
MA
283
Mutual Advisors
Nebraska
$777K +$28.3K +1,116 +4%
TWM
284
Tanager Wealth Management
United Kingdom
$775K -$53.5K -2,111 -7%
BWM
285
Birchcreek Wealth Management
Ohio
$744K -$621K -24,490 -46%
CWM
286
CarsonAllaria Wealth Management
Illinois
$743K +$5.5K +217 +0.8%
LG
287
LAM Group
Oregon
$727K -$253 -10 -0%
CI
288
Cordant Inc
Oregon
$711K -$104K -4,093 -13%
WP
289
WMS Partners
Maryland
$711K -$18.5K -728 -3%
TCWM
290
Total Clarity Wealth Management
Illinois
$678K +$6.49K +256 +1%
HFA
291
Highland Financial Advisors
New Jersey
$663K +$63.2K +2,493 +11%
AWMNH
292
Arcadia Wealth Management (New Hampshire)
New Hampshire
$658K +$645K +25,447 New
AAS
293
Ameritas Advisory Services
Nebraska
$633K +$29.6K +1,169 +5%
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$628K -$1.5K -59 -0.2%
VFA
295
Valeo Financial Advisors
Indiana
$628K +$16.8K +662 +3%
LFA
296
Lauterbach Financial Advisors
Texas
$615K +$35.9K +1,417 +6%
NGA
297
Naples Global Advisors
Florida
$608K – – –
FVIM
298
Fort Vancouver Investment Management
Washington
$589K +$577K +22,750 New
VI
299
VanderPol Investments
Michigan
$585K +$23.6K +931 +4%
H
300
HoyleCohen
California
$581K -$5.32K -210 -0.9%