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Dimensional Emerging Core Equity Market ETF
DFAE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
201
Strategic Wealth Advisors
Arizona
$5.9M +$785K +22,444 +15%
IWC
202
Integrated Wealth Concepts
Massachusetts
$5.87M +$3.66M +104,685 +152%
EWA
203
EverSource Wealth Advisors
Alabama
$5.72M +$734K +20,981 +14%
EFP
204
Elser Financial Planning
Indiana
$5.7M +$5.95M +170,293 New
TWCA
205
Two West Capital Advisors
Kansas
$5.7M -$116K -3,325 -2%
BWMG
206
Bannerman Wealth Management Group
Texas
$5.66M +$253K +7,242 +5%
AA
207
ArborFi Advisors
Michigan
$5.66M +$1.21M +34,589 +26%
ST
208
Sageworth Trust
Pennsylvania
$5.64M -$3.85K -110 -0.1%
PWM
209
Penobscot Wealth Management
Maine
$5.48M +$800K +22,896 +16%
PA
210
PFG Advisors
Arizona
$5.48M +$348K +9,957 +7%
SPI
211
Sutton Place Investors
New York
$5.34M +$91.5K +2,618 +2%
AFA
212
AA Financial Advisors
Ohio
$5.31M -$4.69M -134,096 -46%
BIG
213
Builder Investment Group
Georgia
$5.24M -$206K -5,895 -4%
TF
214
Thayer Financial
North Carolina
$5.24M +$35.9K +1,027 +0.7%
IWP
215
IAG Wealth Partners
Wisconsin
$5.21M -$124K -3,536 -2%
AF
216
Allworth Financial
California
$5.2M +$1.48M +42,464 +38%
PFA
217
Pettinga Financial Advisors
Indiana
$5M +$3.88K +111 +0.1%
NC
218
North Capital
Utah
$4.97M +$157K +4,493 +3%
LW
219
Linscomb Wealth
Texas
$4.96M +$170K +4,854 +3%
ACA
220
American Capital Advisory
Idaho
$4.91M +$1.22M +35,024 +32%
NWM
221
Navigate Wealth Management
Alabama
$4.9M +$4.62M +132,219 New
VW
222
Vance Wealth
California
$4.86M +$1.53M +43,796 +44%
NWM
223
Navigoe Wealth Management
California
$4.81M +$176K +5,035 +4%
ACM
224
AlphaStar Capital Management
North Carolina
$4.76M +$435K +12,445 +10%
ALWM
225
Andrews Lucia Wealth Management
California
$4.74M -$242K -6,922 -5%
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9
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