We are live on ! Find out more
DFAE icon

Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
326
Forteris Wealth Management
New York
$2.5M +$180K +4,641 +8%
LSIA
327
LaSalle St. Investment Advisors
Illinois
$2.47M -$149K -3,847 -6%
IAG
328
Investmark Advisory Group
Connecticut
$2.46M +$54.1K +1,398 +2%
SWM
329
Sentinel Wealth Management
Virginia
$2.45M -$11.3K -291 -0.5%
LW
330
Lauer Wealth
Indiana
$2.45M +$3.17K +82 +0.1%
MWA
331
Medallion Wealth Advisors
Connecticut
$2.42M -$83.1K -2,148 -3%
PWIA
332
Porter White Investment Advisors
Alabama
$2.41M +$23.5K +607 +1%
EP
333
E6 Portfolios
Utah
$2.38M -$189K -4,899 -8%
SIM
334
Stratos Investment Management
Ohio
$2.35M -$94K -2,429 -4%
Wealthfront Advisers
335
Wealthfront Advisers
California
$2.34M +$75.9K +1,961 +3%
DFC
336
DBK Financial Counsel
Ohio
$2.34M -$206K -5,315 -8%
TF
337
Tandem Financial
Colorado
$2.33M -$114K -2,957 -5%
SWGC
338
Summit Wealth Group (Colorado)
Colorado
$2.31M -$102K -2,635 -4%
HA
339
Helium Advisors
Washington
$2.31M +$145K +3,739 +7%
MWML
340
M Wealth Management LLC
California
$2.3M +$89.2K +2,305 +4%
WFA
341
Woodward Financial Advisors
North Carolina
$2.3M +$2.21M +57,137 New
MWM
342
Madrid Wealth Management
New Mexico
$2.29M +$110K +2,842 +5%
GCA
343
Gradient Capital Advisors
California
$2.28M -$79.1K -2,044 -3%
DWT
344
Dorsey & Whitney Trust
South Dakota
$2.27M +$1.47M +38,062 +206%
IA
345
IFP Advisors
Florida
$2.27M +$182K +4,711 +9%
CPCP
346
Cedar Point Capital Partners
Iowa
$2.24M +$195K +5,054 +10%
PA
347
PW Advisors
Florida
$2.23M -$67.4K -1,742 -3%
1WM
348
1900 Wealth Management
Texas
$2.2M -$53.7K -1,389 -2%
CI
349
Cordant Inc
Oregon
$2.16M -$112K -2,899 -5%
SFP
350
SwitchPoint Financial Planning
Utah
$2.14M -$64.4K -1,664 -3%