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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
151
Baird Financial Group
Wisconsin
$10.4M +$857K +22,148 +9%
BHWM
152
Beaird Harris Wealth Management
Texas
$10.4M -$369K -9,545 -4%
VWWMG
153
Vermillion & White Wealth Management Group
Pennsylvania
$10.3M -$118K -3,039 -1%
SWA
154
Sax Wealth Advisors
New Jersey
$10.2M +$2.62M +67,642 +29%
SWA
155
Sterling Wealth Advisors
Florida
$10.2M -$15.1K -390 -0.2%
PWM
156
Parkshore Wealth Management
California
$10.1M +$237K +6,121 +2%
CA
157
Claris Advisors
Missouri
$10M -$244K -6,310 -2%
DFS
158
Demming Financial Services
Ohio
$9.98M +$188K +4,868 +2%
MGWA
159
Monument Group Wealth Advisors
Massachusetts
$9.96M -$4.37M -113,012 -45%
CFGF
160
Compass Financial Group (Florida)
Florida
$9.82M -$98.8K -2,555 -1%
DWM
161
Diversify Wealth Management
Utah
$9.79M -$191K -4,933 -2%
DAS
162
Diversify Advisory Services
Utah
$9.79M +$10.1M +260,988 New
QFA
163
Quantum Financial Advisors
California
$9.7M -$251K -6,477 -3%
SWP
164
SIMA Wealth Partners
Virginia
$9.64M +$160K +4,140 +2%
GAM
165
GEM Asset Management
Michigan
$9.62M +$232K +6,004 +3%
IWC
166
Integrated Wealth Concepts
Massachusetts
$9.53M +$2.46M +63,484 +37%
TFA
167
Trinity Financial Advisors
Ohio
$9.49M +$310K +8,003 +4%
BA
168
Bridgewater Advisors
New York
$9.43M -$7.23M -186,968 -43%
EP
169
Essential Planning
New Hampshire
$9.35M -$337K -8,704 -4%
MHB
170
Midwest Heritage Bank
Iowa
$9.21M +$94.4K +2,440 +1%
W
171
Wealthquest
Ohio
$9.13M +$44K +1,138 +0.5%
APFP
172
Action Point Financial Planning
Michigan
$9.13M +$7.7M +198,984 +709%
DWS
173
Discipline Wealth Solutions
South Carolina
$9.12M -$326K -8,440 -4%
GCM
174
Graver Capital Management
Ohio
$9.12M -$501K -12,946 -5%
DF
175
DecisionPoint Financial
Arizona
$9.12M -$600K -15,502 -6%