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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$29.9M -$3.48M -133,622 -11%
GPWA
27
Great Point Wealth Advisors
Massachusetts
$28.7M +$570K +21,863 +2%
EWA
28
EP Wealth Advisors
California
$28.7M -$4.36M -167,082 -14%
RW
29
RVW Wealth
California
$28.4M +$527K +20,211 +2%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$25.9M +$14.5M +557,574 +144%
RIP
31
RAM Investment Partners
Washington
$25.6M +$1.39M +53,403 +6%
WFA
32
West Financial Advisors
Iowa
$25M +$329K +12,620 +1%
TWA
33
TCI Wealth Advisors
Arizona
$24.6M +$6.42M +246,279 +38%
PCIA
34
Prime Capital Investment Advisors
Kansas
$24.2M +$899K +34,480 +4%
FPIS
35
Financial Planning & Information Services
Wisconsin
$23M +$936K +35,914 +4%
W
36
WPWealth
Texas
$22.3M +$1.38M +52,993 +7%
LNB
37
Ledyard National Bank
$21.8M +$277K +10,641 +1%
MSWMA
38
Market Street Wealth Management Advisors
Indiana
$21.5M +$462K +17,726 +2%
ACP
39
Aveo Capital Partners
Colorado
$20.3M +$417K +16,006 +2%
FFS
40
Founders Financial Securities
Maryland
$19.8M +$566K +21,697 +3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$19.6M +$65.3K +2,506 +0.4%
HI
42
Horizon Investments
North Carolina
$19.5M +$570K +21,864 +3%
OMC
43
Old Mission Capital
Illinois
$18.9M +$18M +689,787 New
OIA
44
OneDigital Investment Advisors
Kansas
$18.8M +$2.62M +100,326 +17%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$18.8M -$296K -11,355 -2%
FIM
46
Freedom Investment Management
Connecticut
$18.7M +$602K +23,088 +3%
JWA
47
JFS Wealth Advisors
Pennsylvania
$18.7M +$700K +26,838 +4%
DPI
48
Diversified Portfolios Inc
Michigan
$18.7M +$463K +17,749 +3%
MAM
49
Marquette Asset Management
Minnesota
$18.2M +$113K +4,352 +0.7%
AAS
50
Avantax Advisory Services
Texas
$18.1M +$120K +4,601 +0.7%