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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
226
UBS Group
Switzerland
$1.09M +$218K +6,293 +27%
IFPG
227
Intrepid Financial Planning Group
Indiana
$1.08M -$15.3K -441 -1%
FTUS
228
Flow Traders U.S.
New York
$1.08M +$1.02M +29,539 New
PCM
229
Parsons Capital Management
Rhode Island
$1.08M -$187K -5,410 -16%
RIM
230
Rockbridge Investment Management
New York
$1.08M +$17.5K +505 +2%
EAM
231
Evanson Asset Management
California
$1.08M -$32.5K -939 -3%
SWM
232
Sanctuary Wealth Management
Idaho
$1.01M -$19K -549 -2%
CFB
233
Cullen/Frost Bankers
Texas
$975K -$457K -13,210 -33%
CPA
234
Cardiff Park Advisors
California
$970K +$35 +1 +0%
EWP
235
Elevation Wealth Partners
California
$960K +$910K +26,284 New
Morgan Stanley
236
Morgan Stanley
New York
$939K -$2.32K -67 -0.3%
CWM
237
Congress Wealth Management
Massachusetts
$934K +$99.9K +2,884 +13%
YWM
238
Yoder Wealth Management
California
$912K +$1.77K +51 +0.2%
RFP
239
Root Financial Partners
California
$875K
MSFS
240
Main Street Financial Solutions
Pennsylvania
$859K +$48K +1,385 +6%
BSWA
241
Bromfield Sneider Wealth Advisors
Massachusetts
$850K +$28K +809 +4%
Goldman Sachs
242
Goldman Sachs
New York
$810K -$2.64M -76,112 -77%
SCM
243
SOL Capital Management
Maryland
$795K
CIAS
244
CFS Investment Advisory Services
New Jersey
$782K
BFA
245
Beacon Financial Advisory
Ohio
$781K +$346 +10 +0%
GAM
246
Gould Asset Management
California
$768K -$113K -3,270 -13%
FS
247
Financial Symmetry
North Carolina
$767K +$168K +4,839 +30%
FNBSF
248
First National Bank Sioux Falls
South Dakota
$729K -$249K -7,204 -27%
PWIA
249
Porter White Investment Advisors
Alabama
$721K +$66.1K +1,910 +11%
WIM
250
Warwick Investment Management
Texas
$714K +$69 +2 +0%