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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
451
Lifeworks Advisors
Michigan
$823K -$38.3K -989 -5%
IPWA
452
International Private Wealth Advisors
California
$822K +$1.24K +32 +0.2%
SA
453
Sanctuary Advisors
Indiana
$811K +$46.3K +1,197 +6%
CIA
454
Concurrent Investment Advisors
Florida
$806K +$224K +5,784 +41%
AFG
455
Altiora Financial Group
Ohio
$804K +$1.51K +39 +0.2%
VFA
456
Valeo Financial Advisors
Indiana
$795K -$3.48K -90 -0.5%
FVIM
457
Fort Vancouver Investment Management
Washington
$794K +$28K +723 +4%
PPW
458
Parcion Private Wealth
Washington
$791K -$450K -11,645 -37%
AA
459
Aire Advisors
California
$779K -$160K -4,136 -18%
WKWM
460
Walter & Keenan Wealth Management
Indiana
$777K +$44.4K +1,148 +6%
OIS
461
Okabena Investment Services
Minnesota
$774K – – –
HCA
462
Heck Capital Advisors
Wisconsin
$774K +$744K +19,245 New
IP
463
Indivisible Partners
Florida
$763K -$49.7K -1,285 -6%
MPW
464
Magnolia Private Wealth
Pennsylvania
$755K -$288K -7,456 -28%
NS
465
NBC Securities
Alabama
$753K +$255K +6,591 +54%
RLIM
466
Red Lighthouse Investment Management
New York
$749K +$358K +9,243 +99%
IWC
467
Infinity Wealth Counsel
Ohio
$739K +$11.4K +295 +2%
CL
468
CLG LLC
California
$738K – – –
PA
469
Powerhouse Assets
Massachusetts
$732K +$704K +18,196 New
BRIA
470
Balanced Rock Investment Advisors
Massachusetts
$731K -$32.3K -834 -4%
PIFP
471
Partners in Financial Planning
Virginia
$719K +$13.3K +345 +2%
PTC
472
Private Trust Company
Ohio
$711K -$275K -7,111 -29%
CFG
473
CSP Financial Group
Arizona
$704K +$11.4K +294 +2%
HWA
474
HMV Wealth Advisors
Louisiana
$701K – – –
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$691K -$4.18K -108 -0.6%