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Dimensional US Core Equity Market ETF
DFAU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
226
Strategic Wealth Advisors
Arizona
$3.85M +$3.82M +82,320 New
QHA
227
Quarry Hill Advisors
Minnesota
$3.85M -$13.7K -296 -0.4%
SFG
228
Seamount Financial Group
Colorado
$3.83M +$70.4K +1,520 +2%
MSWMA
229
Market Street Wealth Management Advisors
Indiana
$3.81M -$26.4K -569 -0.7%
CIA
230
Concurrent Investment Advisors
Florida
$3.72M +$1.47M +31,821 +67%
PWP
231
Parkwoods Wealth Partners
New York
$3.71M +$1.33M +28,767 +57%
STCOSD
232
Sageworth Trust Company of South Dakota
South Dakota
$3.66M +$3.62M +78,146 New
RLIM
233
Red Lighthouse Investment Management
New York
$3.65M – – –
HWA
234
HMV Wealth Advisors
Louisiana
$3.54M -$16K -345 -0.5%
SIM
235
Stratos Investment Management
Ohio
$3.41M +$20.9K +452 +0.6%
SFP
236
SwitchPoint Financial Planning
Utah
$3.37M – – –
JHC
237
J. Hagan Capital
Kentucky
$3.37M +$3.34M +72,027 New
CPW
238
Catalyst Private Wealth
California
$3.35M -$174K -3,759 -5%
MWM
239
Melfa Wealth Management
Massachusetts
$3.33M +$278 +6 +0%
IAG
240
Investmark Advisory Group
Connecticut
$3.3M -$6.63K -143 -0.2%
SWM
241
SpringVest Wealth Management
Texas
$3.29M -$2.69K -58 -0.1%
CA
242
Clune & Associates
Illinois
$3.28M +$400K +8,630 +14%
LCWP
243
Legacy Capital Wealth Partners
Arkansas
$3.28M -$150K -3,241 -4%
DFP
244
Donalies Financial Planning
District of Columbia
$3.27M +$3.24M +69,934 New
FA
245
Financial Alternatives
California
$3.22M -$88.2K -1,902 -3%
AIA
246
AssuredPartners Investment Advisors
Florida
$3.2M +$159K +3,421 +5%
SAI
247
Savvy Advisors Inc
New York
$3.15M +$55.1K +1,189 +2%
MAMG
248
Milestone Asset Management Group
Connecticut
$3.1M +$638K +13,767 +26%
NA
249
NewEdge Advisors
Louisiana
$3.06M +$78K +1,682 +3%
VCM
250
Versant Capital Management
Arizona
$3.06M +$38.7K +835 +1%
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