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Dimensional Emerging Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
201
HighTower Advisors
Illinois
$821K +$392K +17,002 +91%
HFA
202
Highland Financial Advisors
New Jersey
$820K +$53.3K +2,313 +7%
CI
203
Cordant Inc
Oregon
$817K -$13.1K -570 -2%
JP Morgan Chase
204
JP Morgan Chase
New York
$798K +$502K +21,776 +169%
LEFP
205
Leading Edge Financial Planning
Tennessee
$796K +$105K +4,567 +15%
IAG
206
Investmark Advisory Group
Connecticut
$789K -$50K -2,168 -6%
FFM
207
Flagstone Financial Management
Nebraska
$766K +$899 +39 +0.1%
HIGP
208
Hill Investment Group Partners
Missouri
$750K -$18.2K -789 -2%
FTUS
209
Flow Traders U.S.
New York
$743K -$6.1M -264,816 -89%
SWM
210
Soundmark Wealth Management
Washington
$735K +$89.8K +3,895 +14%
PWIA
211
Porter White Investment Advisors
Alabama
$734K +$52.1K +2,261 +8%
BA
212
Bristlecone Advisors
Washington
$731K +$1.73K +75 +0.2%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$713K +$327K +14,196 +85%
RGF
214
Retirement Guys Formula
Ohio
$702K -$230 -10 -0%
CW
215
CreativeOne Wealth
Kansas
$699K +$30.7K +1,332 +5%
Bank of New York Mellon
216
Bank of New York Mellon
New York
$696K -$12.7M -551,789 -95%
CIAS
217
Capital Investment Advisory Services
North Carolina
$686K +$19.2K +832 +3%
JTWM
218
Jackson Thornton Wealth Management
Alabama
$683K +$265K +11,505 +63%
BCM
219
Brainard Capital Management
Texas
$661K +$67K +2,908 +11%
RCM
220
RNC Capital Management
California
$633K -$237K -10,270 -27%
BWM
221
Birchcreek Wealth Management
Ohio
$632K +$248K +10,769 +65%
1WM
222
1900 Wealth Management
Texas
$627K – – –
DP
223
DDD Partners
Washington
$613K +$32.3K +1,401 +6%
TC
224
TownSquare Capital
Utah
$601K +$187K +8,127 +45%
FWM
225
Fortress Wealth Management
California
$599K -$9.96K -432 -2%