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Dimensional Emerging Core Equity Market ETF
DFAE

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
101
Confluence Wealth Services
Pennsylvania
$15.8M +$640K +18,292 +4%
CWR
102
Chico Wealth RIA
California
$15.8M +$871K +24,916 +6%
EFP
103
Envision Financial Planning
Tennessee
$15.7M +$69.3K +1,983 +0.4%
CFO
104
Collective Family Office
Pennsylvania
$15.5M +$520K +14,887 +3%
APP
105
Avantax Planning Partners
Iowa
$15.4M -$468K -13,382 -3%
FB
106
First Bancorp
Maine
$15.1M -$857K -24,520 -5%
DAS
107
Dynamic Advisor Solutions
Arizona
$14.7M +$341K +9,740 +2%
DPW
108
DiNuzzo Private Wealth
Pennsylvania
$14.4M -$323K -9,241 -2%
SHFA
109
SC&H Financial Advisors
Maryland
$14.3M +$516K +14,754 +4%
TAM
110
TCP Asset Management
Ohio
$14.2M -$397K -11,351 -3%
AWM
111
Avondale Wealth Management
Texas
$14.1M +$1.13M +32,415 +8%
FWP
112
Falcon Wealth Planning
California
$14.1M -$47.4M -1,356,093 -77%
AC
113
AWM Capital
Arizona
$14M -$40.8K -1,168 -0.3%
NDSI
114
Newman Dignan & Sheerar Inc
Rhode Island
$13.9M +$1.1M +31,342 +8%
KSWWM
115
Keyes Stange & Wooten Wealth Management
Florida
$13.6M +$421K +12,040 +3%
MCM
116
MAI Capital Management
Ohio
$13.4M +$1.91M +54,667 +16%
BP
117
BWM Planning
Texas
$12.4M -$1.21M -34,701 -9%
GWMT
118
Guardian Wealth Management (Tennessee)
Tennessee
$12.3M -$566K -16,192 -4%
TIM
119
Tortoise Investment Management
New York
$11.9M +$403K +11,540 +3%
CAM
120
Cresset Asset Management
Illinois
$11.6M -$269K -7,685 -2%
AA
121
Advisory Alpha
Michigan
$11.6M +$3.87M +110,810 +48%
VF
122
Vawter Financial
Ohio
$11.5M -$344K -9,844 -3%
EWA
123
Exencial Wealth Advisors
Oklahoma
$11.4M +$115K +3,297 +1%
CWA
124
Crusonia Wealth Advisors
Colorado
$11.4M +$1.01M +28,807 +9%
PMIM
125
Prudent Man Investment Management
Colorado
$11.3M +$70 +2 +0%
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