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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$393M +$11.4M +227,760 +3%
RW
2
RVW Wealth
California
$249M +$9.73M +194,465 +4%
OIA
3
OneDigital Investment Advisors
Kansas
$236M +$6.96M +139,150 +3%
ST
4
Sageworth Trust
Pennsylvania
$230M -$1.81M -36,157 -0.8%
AAS
5
Annex Advisory Services
Wisconsin
$225M +$32.6M +651,616 +18%
AF
6
Allworth Financial
California
$204M -$1.5M -29,970 -0.8%
AWA
7
Aquire Wealth Advisors
Utah
$187M +$9.76M +195,004 +6%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$183M +$1.31M +26,220 +0.7%
MCM
9
MAI Capital Management
Ohio
$169M +$129M +2,580,815 +370%
MJFG
10
Mars Jewett Financial Group
Washington
$168M +$7.09M +141,690 +5%
MWM
11
Modera Wealth Management
New Jersey
$162M -$4.26M -85,173 -3%
SFC
12
SYM Financial Corp
Indiana
$157M +$146M +2,913,225 +2,359%
BPA
13
Beacon Pointe Advisors
California
$152M +$6.93M +138,453 +5%
KA
14
Kooman & Associates
Pennsylvania
$148M -$324K -6,464 -0.2%
SIG
15
Spinnaker Investment Group
California
$137M +$17.3M +345,549 +15%
BF
16
Blankinship & Foster
California
$133M -$2.01M -40,218 -2%
AWM
17
AE Wealth Management
Kansas
$124M +$3.33M +66,618 +3%
AC
18
Apella Capital
Connecticut
$110M -$1.16M -23,235 -1%
SC
19
Savant Capital
Illinois
$109M +$9.97M +199,268 +10%
AWM
20
Arista Wealth Management
Nevada
$109M +$1.8M +35,980 +2%
MPW
21
MASECO Private Wealth
$106M +$10.3M +205,173 +11%
EFP
22
Elser Financial Planning
Indiana
$103M +$417K +8,326 +0.4%
W
23
WPWealth
Texas
$94.4M -$1.76M -35,243 -2%
5NPW
24
55 North Private Wealth
Florida
$92.9M +$5.84M +116,741 +7%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$91.9M -$2.44M -48,829 -3%