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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$291K +$31.1K +1,226 +12%
WFA
352
Websterrogers Financial Advisors
South Carolina
$291K -$3.95K -156 -1%
DADC
353
D.A. Davidson & Co
Montana
$287K -$44.9K -1,772 -14%
GCM
354
G2 Capital Management
Ohio
$275K +$34.9K +1,375 +15%
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$266K -$98K -3,868 -27%
EWA
356
Elevate Wealth Advisory
Georgia
$266K -$52.9K -2,089 -17%
CG
357
Caprock Group
Idaho
$258K +$7.5K +296 +3%
PCM
358
Parsons Capital Management
Rhode Island
$257K -$163K -6,438 -39%
TLA
359
Tanglewood Legacy Advisors
Texas
$255K
MC
360
Matisse Capital
Oregon
$255K
WFA
361
WMG Financial Advisors
Tennessee
$255K -$219K -8,625 -47%
LEFP
362
Leading Edge Financial Planning
Tennessee
$249K -$8.59K -339 -3%
MF
363
Montis Financial
Massachusetts
$247K +$242K +9,559 New
SWP
364
Stratos Wealth Partners
Ohio
$244K +$21K +828 +10%
CMBA
365
C.M. Bidwell & Associates
Hawaii
$244K -$11.6K -459 -5%
VPWA
366
Vestia Personal Wealth Advisors
Indiana
$244K +$239K +9,432 New
IA
367
IFG Advisory
Georgia
$244K +$239K +9,418 New
Bank of New York Mellon
368
Bank of New York Mellon
New York
$225K -$546K -21,537 -71%
GA
369
Greenspring Advisors
Maryland
$224K
PCM
370
Passive Capital Management
Maryland
$214K +$988 +39 +0.5%
Morgan Stanley
371
Morgan Stanley
New York
$210K +$1.88K +74 +0.9%
FWP
372
Firethorn Wealth Partners
Georgia
$209K +$205K +8,083 New
MSFS
373
Main Street Financial Solutions
Pennsylvania
$208K +$204K +8,042 New
BC
374
Burney Company
Virginia
$206K -$37.5K -1,481 -16%
WN
375
Williams & Novak
California
$206K +$202K +7,952 New