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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
226
Intrepid Financial Planning Group
Indiana
$1M -$13.5K -436 -1%
LW
227
Lauer Wealth
Indiana
$987K +$180K +5,792 +25%
RIM
228
Rockbridge Investment Management
New York
$963K -$37.4K -1,206 -4%
SWM
229
Sanctuary Wealth Management
Idaho
$939K -$18.2K -587 -2%
FNBSF
230
First National Bank Sioux Falls
South Dakota
$903K
CPA
231
Cardiff Park Advisors
California
$883K +$62 +2 +0%
Two Sigma Investments
232
Two Sigma Investments
New York
$871K +$813K +26,200 New
Morgan Stanley
233
Morgan Stanley
New York
$856K +$315K +10,150 +65%
HHWM
234
Hiley Hunt Wealth Management
Nebraska
$855K +$798K +25,721 New
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$850K +$794K +25,566 New
YWM
236
Yoder Wealth Management
California
$828K -$10.9K -352 -1%
DAS
237
Dynamic Advisor Solutions
Arizona
$826K +$286K +9,215 +57%
GAM
238
Gould Asset Management
California
$808K +$94.2K +3,035 +14%
RFP
239
Root Financial Partners
California
$797K -$61.8K -1,992 -8%
UBS Group
240
UBS Group
Switzerland
$778K -$2.02M -65,113 -74%
KPWS
241
Kestra Private Wealth Services
Texas
$760K -$180K -5,790 -20%
CWM
242
Congress Wealth Management
Massachusetts
$754K +$304K +9,807 +76%
BSWA
243
Bromfield Sneider Wealth Advisors
Massachusetts
$747K +$30.6K +987 +5%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$736K +$34.9K +1,125 +5%
FCI
245
Financial Counselors Inc
Kansas
$724K +$676K +21,761 New
SCM
246
SOL Capital Management
Maryland
$723K +$267K +8,600 +65%
CIAS
247
CFS Investment Advisory Services
New Jersey
$712K
BFA
248
Beacon Financial Advisory
Ohio
$710K -$58.2K -1,875 -8%
PFA
249
Pure Financial Advisors
California
$698K +$652K +21,002 New
MG
250
Mather Group
Illinois
$677K +$66.3K +2,136 +12%