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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLA
451
Tanglewood Legacy Advisors
Texas
$280K – – –
VPWA
452
Vestia Personal Wealth Advisors
Indiana
$278K +$1.5K +56 +0.6%
Wells Fargo
453
Wells Fargo
California
$278K +$88.7K +3,305 +52%
AIA
454
AssuredPartners Investment Advisors
Florida
$274K +$1.99K +74 +0.8%
PFA
455
Pillar Financial Advisors
Kentucky
$270K – – –
PAG
456
Poinciana Advisors Group
Florida
$269K +$38.5K +1,436 +18%
CMBA
457
C.M. Bidwell & Associates
Hawaii
$267K – – –
LWM
458
Lionshead Wealth Management
New York
$266K +$15.3K +569 +7%
FWMP
459
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$257K +$8.96K +334 +4%
LWMI
460
Landmark Wealth Management (Illinois)
Illinois
$256K -$616K -22,948 -72%
PCM
461
Passive Capital Management
Maryland
$252K -$3.7K -138 -2%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$247K +$229K +8,518 New
SF
463
Strategent Financial
Virginia
$246K +$228K +8,486 New
MSFS
464
Main Street Financial Solutions
Pennsylvania
$245K +$11.6K +431 +5%
SWM
465
Spire Wealth Management
Virginia
$244K -$9.37K -349 -4%
SC
466
Schubert & Co
Texas
$244K +$27 +1 +0%
BCM
467
Blume Capital Management
California
$242K – – –
CWP
468
Concord Wealth Partners
Virginia
$240K +$165K +6,161 +291%
CAMV
469
Concord Asset Management (Virginia)
Virginia
$240K +$222K +8,276 New
GIA
470
Gladstone Institutional Advisory
Florida
$237K +$220K +8,195 New
PS
471
Pinney & Scofield
Massachusetts
$236K +$42.9K +1,599 +24%
SA
472
Seneschal Advisors
Washington
$229K +$212K +7,902 New
DWM
473
Drive Wealth Management
Utah
$228K -$98.8K -3,681 -32%
HPC
474
HM Payson & Co
Maine
$219K – – –
UF
475
Univest Financial
Pennsylvania
$219K +$203K +7,567 New