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DFAI

Dimensional International Core Equity Market ETF
DFAI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
526
Darden Wealth Group
Michigan
$956K -$123K -3,000 -11%
JWM
527
JDH Wealth Management
California
$946K – – –
PFS
528
Professional Financial Solutions
Virginia
$924K +$24.1K +585 +3%
FF
529
Foundry Financial
California
$923K -$114K -2,760 -11%
VH
530
Visionary Horizons
Tennessee
$920K +$214K +5,190 +30%
VWA
531
VSM Wealth Advisory
Maryland
$910K +$1.73K +42 +0.2%
SPA
532
Shore Point Advisors
New Jersey
$889K +$7.08K +172 +0.8%
SCA
533
Sensenig Capital Advisors
Pennsylvania
$885K – – –
CFA
534
Cahill Financial Advisors
Minnesota
$878K +$77K +1,871 +10%
PWIA
535
Porter White Investment Advisors
Alabama
$856K +$2.88K +70 +0.3%
TWP
536
Triad Wealth Partners
Kansas
$846K +$357K +8,678 +77%
MF
537
Montis Financial
Massachusetts
$845K -$89.4K -2,173 -10%
WFA
538
WMG Financial Advisors
Tennessee
$841K -$4.9K -119 -0.6%
SL
539
SWF LLC
Nebraska
$840K – – –
WA
540
Wealth Architects
California
$837K +$59.2K +1,438 +8%
LWMI
541
Landmark Wealth Management (Illinois)
Illinois
$832K -$130K -3,165 -14%
SIM
542
Studio Investment Management
Illinois
$828K +$178K +4,321 +27%
IAAG
543
Innovative Asset Advisors Group
Connecticut
$823K +$821K +19,952 New
RC
544
Roundview Capital
New Jersey
$817K +$370 +9 +0%
RWM
545
Rialto Wealth Management
New York
$817K -$3.29K -80 -0.4%
KAS
546
KPP Advisory Services
Kentucky
$814K -$504K -12,258 -38%
DC
547
Darrow Company
Massachusetts
$811K – – –
DPW
548
DiNuzzo Private Wealth
Pennsylvania
$801K -$71.8K -1,745 -8%
FSWA
549
Financial Synergies Wealth Advisors
Texas
$789K +$1.48K +36 +0.2%
KRW
550
Kaufman Rossin Wealth
Florida
$781K +$823 +20 +0.1%
20 21
22
23 24