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Dimensional Emerging Core Equity Market ETF
DFAE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
151
McMill Wealth Management
Nebraska
$5.01M +$5.22M +197,462 New
DI
152
Disciplined Investments
Oklahoma
$4.91M +$338K +12,760 +7%
CW
153
Curio Wealth
Maryland
$4.85M +$5.05M +190,976 New
HWMT
154
Heritage Wealth Management (Texas)
Texas
$4.82M +$606K +22,903 +14%
PIAS
155
PCA Investment Advisory Services
Ohio
$4.66M -$662K -25,009 -12%
MHB
156
Midwest Heritage Bank
Iowa
$4.55M +$253K +9,563 +6%
SPI
157
Sutton Place Investors
New York
$4.52M +$678K +25,612 +17%
CCM
158
Colorado Capital Management
Colorado
$4.52M +$1.8M +68,103 +62%
GAM
159
GEM Asset Management
Michigan
$4.51M -$895K -33,835 -16%
KAM
160
KEB Asset Management
Illinois
$4.4M +$84.6K +3,199 +2%
LWA
161
Ledgewood Wealth Advisors
New Hampshire
$4.39M +$200K +7,572 +5%
ST
162
Sageworth Trust
Pennsylvania
$4.36M -$37.5K -1,418 -0.8%
IWS
163
Integrity Wealth Solutions
Colorado
$4.29M +$181K +6,840 +4%
FHC
164
Fort Henry Capital
West Virginia
$4.28M +$216K +8,174 +5%
WCWM
165
Willow Creek Wealth Management
California
$4.28M +$85.9K +3,246 +2%
PPH
166
Pure Portfolios Holdings
Oregon
$4.23M +$288K +10,871 +7%
IWP
167
IAG Wealth Partners
Wisconsin
$4.03M +$4.2M +158,868 New
PFA
168
Pettinga Financial Advisors
Indiana
$3.94M -$65.4K -2,470 -2%
SWP
169
SIMA Wealth Partners
Virginia
$3.9M +$51.8K +1,956 +1%
TWCA
170
Two West Capital Advisors
Kansas
$3.88M -$225K -8,485 -5%
SMA
171
Seven Mile Advisory
New Jersey
$3.82M -$373K -14,088 -9%
BWMG
172
Bannerman Wealth Management Group
Texas
$3.79M +$3.96M +149,493 New
AWMM
173
Aegis Wealth Management (Maryland)
Maryland
$3.72M +$3.88M +146,720 New
ALWM
174
Andrews Lucia Wealth Management
California
$3.7M +$7.83K +296 +0.2%
BIG
175
Builder Investment Group
Georgia
$3.55M +$57.3K +2,167 +2%
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