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Dimensional Emerging Core Equity Market ETF
DFAE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
401
SwitchPoint Financial Planning
Utah
$370K – – –
HIG
402
Heritage Investment Group
Florida
$358K – – –
HA
403
Helium Advisors
Washington
$358K +$49.8K +1,920 +16%
APG
404
Abacus Planning Group
South Carolina
$356K +$45.4K +1,750 +15%
AWA
405
Acorn Wealth Advisors
Michigan
$348K -$2.23K -86 -0.6%
SIS
406
Strategic Investment Solutions
Illinois
$343K +$154K +5,948 +82%
DADC
407
D.A. Davidson & Co
Montana
$333K -$8.12K -313 -2%
TC
408
TownSquare Capital
Utah
$332K -$42.5K -1,639 -11%
WKWM
409
Walter & Keenan Wealth Management
Indiana
$331K +$23.5K +907 +8%
MPI
410
Mairs & Power Inc
Minnesota
$324K – – –
CPA
411
Capital Performance Advisors
California
$322K +$26.3K +1,013 +9%
GCM
412
G2 Capital Management
Ohio
$321K +$10.2K +392 +3%
EWA
413
Elevate Wealth Advisory
Georgia
$321K +$3.19K +123 +1%
SIC
414
Samalin Investment Counsel
New York
$315K -$158K -6,082 -33%
DWT
415
Dorsey & Whitney Trust
South Dakota
$313K +$77.4K +2,980 +33%
GPA
416
Garrison Point Advisors
California
$313K +$85.2K +3,281 +37%
GVAG
417
Great Valley Advisor Group
Delaware
$312K +$6.18K +238 +2%
PFA
418
Pinnacle Family Advisors
Missouri
$311K +$10.4K +402 +3%
FA
419
Fiducient Advisors
Illinois
$306K +$307K +11,825 New
WFA
420
Websterrogers Financial Advisors
South Carolina
$304K – – –
BW
421
BIP Wealth
Georgia
$300K +$301K +11,581 New
SWP
422
Stratos Wealth Partners
Ohio
$299K -$11.1K -426 -4%
DWM
423
Drive Wealth Management
Utah
$299K -$5.58K -215 -2%
HIGP
424
Hill Investment Group Partners
Missouri
$295K -$1.32K -51 -0.4%
SA
425
Sincerus Advisory
New York
$295K +$831 +32 +0.3%
15 16
17
18 19