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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
351
Comerica Bank
Texas
$759K +$23.9K +891 +4%
MF
352
Montis Financial
Massachusetts
$758K +$15.1K +562 +2%
Morgan Stanley
353
Morgan Stanley
New York
$742K -$66.1K -2,462 -9%
HFA
354
Highland Financial Advisors
New Jersey
$738K +$939 +35 +0.1%
CWA
355
Cascade Wealth Advisors
Washington
$735K +$663K +24,721 New
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$734K +$33.1K +1,233 +5%
TI
357
tru Independence
Oregon
$727K -$150K -5,605 -18%
EIP
358
Ellis Investment Partners
Pennsylvania
$724K +$9.29K +346 +1%
I
359
INVST
Indiana
$713K +$130K +4,842 +24%
AA
360
Aire Advisors
California
$689K +$219K +8,146 +52%
Northern Trust
361
Northern Trust
Illinois
$680K +$630K +23,486 New
NGA
362
Naples Global Advisors
Florida
$680K – – –
FWM
363
Fortress Wealth Management
California
$661K +$140K +5,221 +30%
TP
364
Tranquility Partners
Tennessee
$652K +$4.46K +166 +0.7%
TWM
365
Tanager Wealth Management
United Kingdom
$647K -$42.8K -1,596 -7%
EC
366
Eaton-Cambridge
Arizona
$642K -$107 -4 -0%
PTC
367
Private Trust Company
Ohio
$640K -$20.1K -750 -3%
OC
368
Optima Capital
Oregon
$623K +$70.6K +2,629 +14%
CL
369
Choreo LLC
Illinois
$622K +$577K +21,486 New
MHS
370
M Holdings Securities
Oregon
$620K +$577K +21,492 New
Truist Financial
371
Truist Financial
North Carolina
$617K +$12.4K +461 +2%
MT
372
Midwest Trust
Kansas
$617K +$572K +21,303 New
SAI
373
Savvy Advisors Inc
New York
$608K +$140K +5,224 +33%
LA
374
Lifeworks Advisors
Michigan
$604K +$74.6K +2,781 +15%
OCM
375
One Capital Management
California
$603K -$69.9K -2,604 -11%