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DFAI

Dimensional International Core Equity Market ETF
DFAI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
651
Platt Wealth Management
California
$277K +$270K +7,278 New
TCWM
652
Total Clarity Wealth Management
Illinois
$277K +$269K +7,265 New
OFG
653
Orcam Financial Group
California
$277K – – –
HTWM
654
Hartmann Taylor Wealth Management
Texas
$275K – – –
NGA
655
Naples Global Advisors
Florida
$274K – – –
C
656
Certuity
Florida
$274K – – –
DI
657
Disciplined Investors
Texas
$272K -$4.45K -120 -2%
MWM
658
Maripau Wealth Management
Indiana
$270K +$262K +7,079 New
CSW
659
Cogent Strategic Wealth
Illinois
$268K +$249K +6,707 New
JC
660
JM2 Capital
Oklahoma
$267K +$260K +7,002 New
W
661
WorthPointe
California
$265K +$51K +1,377 +25%
VC
662
Vestor Capital
Illinois
$259K +$182K +4,898 +72%
FFP
663
Freedom Financial Partners
Minnesota
$258K -$3.52K -95 -1%
BCA
664
Bay Capital Advisors
Virginia
$255K +$222 +6 +0.1%
IA
665
Integrity Alliance
Iowa
$252K +$245K +6,603 New
OAS
666
Optivise Advisory Services
Tennessee
$250K – – –
JJBC
667
James J. Burns & Company
New York
$250K +$17K +459 +8%
NPFS
668
Novak & Powell Financial Services
Florida
$249K – – –
O3W
669
Omni 360 Wealth
New Jersey
$244K – – –
OFS
670
Opus Financial Solutions
Illinois
$230K +$224K +6,039 New
CFS
671
Cannon Financial Strategists
Georgia
$229K – – –
SC
672
Sepio Capital
Utah
$228K -$54K -1,457 -20%
BWP
673
BSW Wealth Partners
Colorado
$220K – – –
CHJWM
674
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$210K +5,671 New
ATPW
675
Ashton Thomas Private Wealth
Arizona
$216K -$18.3K -495 -8%
25 26
27
28 29