We are live on ! Find out more
DFAI

Dimensional International Core Equity Market ETF
DFAI

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
226
CarsonAllaria Wealth Management
Illinois
$1.14M +$11.6K +428 +1%
UWM
227
USAdvisors Wealth Management
Minnesota
$1.13M +$47.6K +1,751 +4%
SIC
228
Samalin Investment Counsel
New York
$1.13M -$268K -9,852 -19%
EWM
229
Evermay Wealth Management
Virginia
$1.09M +$342K +12,591 +43%
HFS
230
Heritage Financial Services
Massachusetts
$1.09M +$567K +20,863 +101%
FFM
231
Forum Financial Management
Illinois
$1.06M -$28.7K -1,058 -3%
DFC
232
DBK Financial Counsel
Ohio
$1.06M +$160K +5,880 +17%
CA
233
Claris Advisors
Missouri
$1.03M +$140K +5,147 +15%
SPC
234
Sigma Planning Corp
Michigan
$1.01M +$4.59K +169 +0.4%
CFO
235
Colony Family Offices
North Carolina
$1M +$111K +4,095 +12%
GVAG
236
Great Valley Advisor Group
Delaware
$975K +$1.41K +52 +0.1%
CW
237
CreativeOne Wealth
Kansas
$971K -$1.64M -60,252 -62%
WAM
238
Weinberger Asset Management
California
$966K +$146K +5,380 +17%
AFG
239
Altiora Financial Group
Ohio
$950K +$364K +13,400 +58%
SWM
240
Spire Wealth Management
Virginia
$936K +$66.9K +2,463 +7%
SPA
241
Shore Point Advisors
New Jersey
$927K +$81 +3 +0%
IAA
242
Independent Advisor Alliance
North Carolina
$916K +$4.02K +148 +0.4%
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$903K +$74.7K +2,751 +9%
BHPW
244
Beverly Hills Private Wealth
California
$895K -$931K -34,288 -50%
WP
245
WealthSpring Partners
California
$872K +$107K +3,932 +13%
NWM
246
Northwest Wealth Management
Iowa
$864K +$899K +33,085 New
RJT
247
Raymond James Trust
Florida
$828K – – –
CFA
248
Capstone Financial Advisors
Illinois
$816K -$407 -15 -0%
CSB
249
City State Bank
Iowa
$761K +$314K +11,550 +66%
AWM
250
Axxcess Wealth Management
California
$750K +$781K +28,735 New
8 9
10
11 12