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Dimensional Emerging Core Equity Market ETF
DFAE

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
126
UMB Bank
Missouri
$6.03M – – –
FPCG
127
Forum Private Client Group
Indiana
$5.97M +$39.3K +1,549 +0.7%
W
128
Wealthquest
Ohio
$5.93M +$502K +19,787 +9%
OCM
129
One Capital Management
California
$5.81M -$27.7K -1,092 -0.5%
CPW
130
Catalyst Private Wealth
California
$5.55M +$250K +9,868 +5%
DF
131
DecisionPoint Financial
Arizona
$5.53M +$107K +4,236 +2%
JTWM
132
Jackson Thornton Wealth Management
Alabama
$5.53M +$70.8K +2,794 +1%
TI
133
tru Independence
Oregon
$5.52M +$96.2K +3,794 +2%
PA
134
Pinnacle Associates
New York
$5.4M -$136K -5,375 -3%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$5.4M -$136K -5,375 -3%
KA
136
Kure Advisory
Minnesota
$5.39M +$231K +9,103 +5%
AWM
137
AE Wealth Management
Kansas
$5.22M +$382K +15,059 +8%
OA
138
Oceanside Advisors
South Carolina
$5.07M +$201K +7,940 +4%
AA
139
Advisory Alpha
Michigan
$5.06M -$1.41M -55,468 -22%
PIAS
140
PCA Investment Advisory Services
Ohio
$4.89M +$4.79M +189,053 New
GAM
141
GEM Asset Management
Michigan
$4.83M +$2.92M +115,146 +161%
FTUS
142
Flow Traders U.S.
New York
$4.8M +$4.7M +185,422 New
RRCM
143
Rappaport Reiches Capital Management
Illinois
$4.76M +$349K +13,770 +8%
ACS
144
Archford Capital Strategies
Illinois
$4.7M +$219K +8,629 +5%
AFA
145
AA Financial Advisors
Ohio
$4.67M +$1.18M +46,565 +35%
ST
146
Sageworth Trust
Pennsylvania
$4.5M -$20.5K -810 -0.5%
WCWM
147
Willow Creek Wealth Management
California
$4.42M +$140K +5,516 +3%
TIM
148
Tortoise Investment Management
New York
$4.4M +$294K +11,597 +7%
MHB
149
Midwest Heritage Bank
Iowa
$4.4M -$93.2K -3,679 -2%
CSWM
150
Cassady Schiller Wealth Management
Ohio
$4.16M +$1.26M +49,831 +45%
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