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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPW
351
Parcion Private Wealth
Washington
$295K +$431 +17 +0.1%
HIGP
352
Hill Investment Group Partners
Missouri
$293K -$44.3K -1,748 -13%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$291K +$31.1K +1,226 +12%
WFA
354
Websterrogers Financial Advisors
South Carolina
$291K -$3.95K -156 -1%
DADC
355
D.A. Davidson & Co
Montana
$287K -$44.9K -1,772 -14%
GCM
356
G2 Capital Management
Ohio
$275K +$34.9K +1,375 +15%
MFGM
357
Marshall Financial Group (Maryland)
Maryland
$266K -$98K -3,868 -27%
EWA
358
Elevate Wealth Advisory
Georgia
$266K -$52.9K -2,089 -17%
CG
359
Caprock Group
Idaho
$258K +$7.5K +296 +3%
PCM
360
Parsons Capital Management
Rhode Island
$257K -$163K -6,438 -39%
TLA
361
Tanglewood Legacy Advisors
Texas
$255K – – –
MC
362
Matisse Capital
Oregon
$255K – – –
WFA
363
WMG Financial Advisors
Tennessee
$255K -$219K -8,625 -47%
LEFP
364
Leading Edge Financial Planning
Tennessee
$249K -$8.59K -339 -3%
MF
365
Montis Financial
Massachusetts
$247K +$242K +9,559 New
SWP
366
Stratos Wealth Partners
Ohio
$244K +$21K +828 +10%
CMBA
367
C.M. Bidwell & Associates
Hawaii
$244K -$11.6K -459 -5%
VPWA
368
Vestia Personal Wealth Advisors
Indiana
$244K +$239K +9,432 New
IA
369
IFG Advisory
Georgia
$244K +$239K +9,418 New
Bank of New York Mellon
370
Bank of New York Mellon
New York
$225K -$546K -21,537 -71%
GA
371
Greenspring Advisors
Maryland
$224K – – –
PCM
372
Passive Capital Management
Maryland
$214K +$988 +39 +0.5%
Morgan Stanley
373
Morgan Stanley
New York
$210K +$1.88K +74 +0.9%
FWP
374
Firethorn Wealth Partners
Georgia
$209K +$205K +8,083 New
MSFS
375
Main Street Financial Solutions
Pennsylvania
$208K +$204K +8,042 New