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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
526
DHJJ Financial Advisors
Illinois
$796 – – –
SignatureFD
527
SignatureFD
Georgia
$611 +$623 +24 New
CAWM
528
Capital A Wealth Management
Pennsylvania
$337 +$337 +13 New
GSWM
529
Golden State Wealth Management
California
$311 – – –
CoreCap Advisors
530
CoreCap Advisors
Michigan
$155 – – –
AWM
531
Abound Wealth Management
Tennessee
$12 – – –
CPW
532
Catalyst Private Wealth
California
– -$6.18M -243,741 Closed
EAM
533
Empirical Asset Management
Massachusetts
– -$85.2K -85,247 Closed
EFP
534
Elser Financial Planning
Indiana
– -$1.79M -70,397 Closed
BWG
535
Beta Wealth Group
California
– -$1.65M -64,963 Closed
MWA
536
Mills Wealth Advisors
Texas
– -$1.64M -64,551 Closed
RGF
537
Retirement Guys Formula
Ohio
– -$848K -33,442 Closed
AIM
538
Archer Investment Management
Texas
– -$750K -29,550 Closed
WP
539
WMS Partners
Maryland
– -$689K -27,174 Closed
FH
540
Financial Harvest
Florida
– -$371K -14,624 Closed
NPFS
541
Novak & Powell Financial Services
Florida
– -$397K -14,413 Closed
Envestnet Portfolio Solutions
542
Envestnet Portfolio Solutions
Illinois
– -$315K -12,404 Closed
NewEdge Wealth
543
NewEdge Wealth
Pennsylvania
– -$297K -11,692 Closed
IAG
544
Investment Advisory Group
Massachusetts
– -$268K -10,581 Closed
Vanguard Personalized Indexing Management
545
Vanguard Personalized Indexing Management
California
– -$259K -10,191 Closed
BCA
546
Bay Colony Advisors
Massachusetts
– -$257K -10,120 Closed
SF
547
Safeguard Financial
Wisconsin
– -$256K -10,085 Closed
GLA
548
Good Life Advisors
Pennsylvania
– -$229K -9,038 Closed
Simplicity Wealth
549
Simplicity Wealth
New Jersey
– -$223K -8,795 Closed
MFGM
550
Marshall Financial Group (Maryland)
Maryland
– -$219K -8,628 Closed