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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWR
101
Chico Wealth RIA
California
$12.8M +$252K +8,360 +2%
BA
102
Bridgewater Advisors
New York
$12.6M +$491K +16,304 +4%
BP
103
BWM Planning
Texas
$12.6M +$435K +14,423 +4%
SHFA
104
SC&H Financial Advisors
Maryland
$12.6M +$602K +19,975 +5%
KSWWM
105
Keyes Stange & Wooten Wealth Management
Florida
$12.5M +$196K +6,504 +2%
PWM
106
PBMares Wealth Management
Virginia
$12.5M +$799K +26,531 +7%
SFS
107
Security Financial Services
Indiana
$12.4M -$3.37M -111,801 -22%
W
108
Wealthquest
Ohio
$11.9M -$547K -18,173 -5%
AWM
109
Avondale Wealth Management
Texas
$11.9M +$409K +13,593 +4%
EFG
110
Everhart Financial Group
Ohio
$11.4M +$3.8M +126,027 +53%
DI
111
DDFG Inc
California
$11.2M -$442K -14,683 -4%
VF
112
Vawter Financial
Ohio
$11.1M +$10.2M +339,232 +2,433%
NDSI
113
Newman Dignan & Sheerar Inc
Rhode Island
$11.1M +$117K +3,870 +1%
SMA
114
Seven Mile Advisory
New Jersey
$11.1M +$5.44M +180,531 +106%
CAM
115
Cresset Asset Management
Illinois
$11M +$2.72M +90,230 +35%
AFA
116
AA Financial Advisors
Ohio
$10.8M +$199K +6,607 +2%
Betterment LLC
117
Betterment LLC
New York
$10.6M -$354K -11,763 -3%
EWA
118
Exencial Wealth Advisors
Oklahoma
$10.6M +$265K +8,796 +3%
TIM
119
Tortoise Investment Management
New York
$10.5M +$309K +10,266 +3%
GWWM
120
Great Waters Wealth Management
Minnesota
$10.4M -$761K -25,261 -7%
OMC
121
Old Mission Capital
Illinois
$10.3M +$4.89M +162,244 +99%
RT
122
Rockland Trust
Massachusetts
$10.3M +$9.8M +325,281 New
EA
123
Eclectic Associates
California
$10.2M +$3.85M +127,882 +66%
MML Investors Services
124
MML Investors Services
Massachusetts
$9.75M -$3.31M -109,891 -26%
AG
125
AlTi Global
New York
$9.62M -$512K -17,000 -5%