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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAM
426
Kraft Asset Management
Tennessee
$249K +$47.9K +1,811 +22%
VPWA
427
Vestia Personal Wealth Advisors
Indiana
$243K +$1.43K +54 +0.6%
SA
428
Stewardship Advisors
Pennsylvania
$239K +$28.2K +1,066 +13%
AIA
429
AssuredPartners Investment Advisors
Florida
$238K +$248K +9,388 New
PFA
430
Pillar Financial Advisors
Kentucky
$237K +$247K +9,329 New
CMBA
431
C.M. Bidwell & Associates
Hawaii
$234K -$6.01K -227 -2%
DWT
432
Dorsey & Whitney Trust
South Dakota
$231K +$241K +9,119 New
GLA
433
Good Life Advisors
Pennsylvania
$229K +$32.3K +1,222 +16%
VWA
434
VSM Wealth Advisory
Maryland
$225K +$235K +8,872 New
Caprock Group
435
Caprock Group
Idaho
$225K – – –
PCM
436
Passive Capital Management
Maryland
$224K -$185 -7 -0.1%
GPA
437
Garrison Point Advisors
California
$223K +$13.6K +515 +6%
Simplicity Wealth
438
Simplicity Wealth
New Jersey
$223K +$233K +8,795 New
GA
439
Greenspring Advisors
Maryland
$220K – – –
SC
440
Schubert & Co
Texas
$219K +$229K +8,643 New
MFGM
441
Marshall Financial Group (Maryland)
Maryland
$219K -$27.7K -1,047 -11%
FWMP
442
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$214K +$224K +8,453 New
EB
443
Emprise Bank
Kansas
$214K +$224K +8,450 New
SC
444
Scratch Capital
Idaho
$214K +$223K +8,440 New
Burney Company
445
Burney Company
Virginia
$212K -$741 -28 -0.3%
MSFS
446
Main Street Financial Solutions
Pennsylvania
$204K – – –
WFA
447
WMG Financial Advisors
Tennessee
$200K -$8.36K -316 -4%
HM Payson & Co
448
HM Payson & Co
Maine
$192K +$35.5K +1,342 +22%
SIS
449
Strategic Investment Solutions
Illinois
$183K +$87.4K +3,302 +83%
RWM
450
Rialto Wealth Management
New York
$155K +$162K +6,113 New