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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
326
RCS Financial Planning
Maryland
$1.04M -$1.43M -53,426 -60%
LG
327
LAM Group
Oregon
$1.02M – – –
BCI
328
Brinker Capital Investments
Pennsylvania
$996K +$355K +13,227 +62%
LOPW
329
Live Oak Private Wealth
North Carolina
$991K +$684K +25,489 +291%
SC
330
Shearwater Capital
Colorado
$990K -$15.9K -594 -2%
OIS
331
Okabena Investment Services
Minnesota
$972K -$12.3K -457 -1%
FWP
332
Firethorn Wealth Partners
Georgia
$943K +$96.3K +3,589 +12%
SFC
333
Sprinkle Financial Consultants
Colorado
$941K -$143K -5,329 -14%
IA
334
IFP Advisors
Florida
$921K -$2.33M -86,992 -73%
FFM
335
Flagstone Financial Management
Nebraska
$917K – – –
DFC
336
DBK Financial Counsel
Ohio
$909K +$102K +3,816 +14%
AC
337
AlphaCore Capital
California
$884K +$150K +5,577 +22%
PA
338
Parallel Advisors
California
$871K +$370K +13,793 +85%
FM
339
Foster & Motley
Ohio
$867K -$75K -2,795 -9%
LIA
340
Lynx Investment Advisory
District of Columbia
$867K +$170K +6,345 +27%
RF
341
rebel Financial
Ohio
$862K +$799K +29,762 New
LFA
342
Lauterbach Financial Advisors
Texas
$861K +$98.9K +3,685 +14%
MCM
343
Morton Capital Management
California
$860K -$75.4K -2,808 -9%
BC
344
Burney Company
Virginia
$835K +$539K +20,068 +229%
EF
345
Exeter Financial
Arizona
$834K +$97.5K +3,633 +14%
BW
346
BIP Wealth
Georgia
$800K +$431K +16,069 +139%
LWM
347
Level Wealth Management
North Carolina
$793K -$3.19K -119 -0.4%
EW
348
Elyxium Wealth
California
$787K +$480K +17,886 +192%
CWM
349
CarsonAllaria Wealth Management
Illinois
$764K -$7.3K -272 -1%
SEI Investments
350
SEI Investments
Pennsylvania
$764K +$708K +26,378 New