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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
501
Poinciana Advisors Group
Florida
$340K +$21K +653 +7%
RMP
502
Richards, Merrill & Peterson
Washington
$335K +$331K +10,294 New
VI
503
VanderPol Investments
Michigan
$335K -$13.5K -421 -4%
VPWA
504
Vestia Personal Wealth Advisors
Indiana
$333K +$6.63K +206 +2%
PCM
505
Peirce Capital Management
Texas
$332K – – –
Fisher Asset Management
506
Fisher Asset Management
Washington
$331K +$327K +10,168 New
GWM
507
Greenline Wealth Management
Florida
$328K +$324K +10,056 New
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$327K +$323K +10,029 New
EWA
509
Elevate Wealth Advisory
Georgia
$324K – – –
WP
510
Wealthspan Partners
Iowa
$323K +$91.8K +2,852 +40%
AF
511
Apollon Financial
South Carolina
$321K +$317K +9,855 New
MC
512
Matisse Capital
Oregon
$316K – – –
CPW
513
Cogent Private Wealth
Florida
$316K +$312K +9,687 New
TLA
514
Tanglewood Legacy Advisors
Texas
$315K – – –
IIA
515
Integrity Investment Advisors
Colorado
$308K -$9.37K -291 -3%
RLIM
516
Red Lighthouse Investment Management
New York
$305K +$7.14K +222 +2%
AIA
517
AssuredPartners Investment Advisors
Florida
$305K -$676 -21 -0.2%
WWM
518
Woodside Wealth Management
Massachusetts
$304K +$45.4K +1,411 +18%
SA
519
Stewardship Advisors
Pennsylvania
$304K -$12.7K -395 -4%
CMBA
520
C.M. Bidwell & Associates
Hawaii
$300K – – –
MCA
521
Maryland Capital Advisors
Maryland
$298K -$5.99K -186 -2%
CWP
522
Concord Wealth Partners
Virginia
$296K +$10.1K +314 +4%
ACA
523
AllStreet Capital Advisors
California
$293K +$289K +8,994 New
XF
524
XML Financial
Maryland
$291K +$288K +8,945 New
Caprock Group
525
Caprock Group
Idaho
$289K – – –