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Dimensional US Core Equity Market ETF
DFAU

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
226
Tandem Financial
Colorado
$3.83M +$3.99M +84,868 New
MSWMA
227
Market Street Wealth Management Advisors
Indiana
$3.81M +$140K +2,983 +4%
BWS
228
BCR Wealth Strategies
Alabama
$3.74M +$840K +17,871 +28%
SAI
229
Savvy Advisors Inc
New York
$3.71M +$702K +14,935 +22%
VPF
230
Vantage Point Financial
Illinois
$3.6M -$160K -3,399 -4%
STCOSD
231
Sageworth Trust Company of South Dakota
South Dakota
$3.59M +$71.7K +1,525 +2%
RLIM
232
Red Lighthouse Investment Management
New York
$3.52M – – –
SIM
233
Stratos Investment Management
Ohio
$3.48M +$199K +4,228 +6%
AWM
234
Apollon Wealth Management
South Carolina
$3.47M -$424K -9,026 -10%
HWA
235
HMV Wealth Advisors
Louisiana
$3.42M +$9.87K +210 +0.3%
GCM
236
G2 Capital Management
Ohio
$3.3M +$918K +19,526 +36%
SFP
237
SwitchPoint Financial Planning
Utah
$3.25M – – –
IAG
238
Investmark Advisory Group
Connecticut
$3.22M +$37.1K +789 +1%
MWM
239
Melfa Wealth Management
Massachusetts
$3.18M -$31.3K -666 -0.9%
CPW
240
Catalyst Private Wealth
California
$3.17M -$57.6K -1,224 -2%
AIA
241
AssuredPartners Investment Advisors
Florida
$3.17M +$46K +979 +1%
VCM
242
Versant Capital Management
Arizona
$3.16M +$220K +4,689 +7%
MAMG
243
Milestone Asset Management Group
Connecticut
$3.15M +$164K +3,486 +5%
FA
244
Financial Alternatives
California
$3.1M -$3.06K -65 -0.1%
AFG
245
Altiora Financial Group
Ohio
$3.08M +$275K +5,844 +9%
DFP
246
Donalies Financial Planning
District of Columbia
$2.99M -$172K -3,661 -5%
LCWP
247
Legacy Capital Wealth Partners
Arkansas
$2.98M -$190K -4,035 -6%
FL
248
FreeGulliver LLC
Louisiana
$2.95M +$3.08M +65,473 New
WTA
249
Washington Trust Advisors
Massachusetts
$2.93M +$131K +2,782 +4%
NA
250
NewEdge Advisors
Louisiana
$2.92M -$30.2K -643 -1%
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