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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Brookstone Capital Management
Illinois
$862K +$532K +14,631 +190%
KIG
252
Kennedy Investment Group
New Jersey
$836K +$172K +4,736 +27%
IAG
253
Investment Advisory Group
Massachusetts
$817K +$268K +7,372 +51%
SCM
254
SOL Capital Management
Maryland
$807K -$8.18K -225 -1%
Morgan Stanley
255
Morgan Stanley
New York
$802K -$156K -4,285 -17%
BFA
256
Beacon Financial Advisory
Ohio
$802K +$472 +13 +0.1%
MSFS
257
Main Street Financial Solutions
Pennsylvania
$798K -$80.7K -2,221 -9%
CIAS
258
CFS Investment Advisory Services
New Jersey
$788K -$14K -384 -2%
GAM
259
Gould Asset Management
California
$779K -$8.54K -235 -1%
WIM
260
Warwick Investment Management
Texas
$772K +$38K +1,045 +5%
FNBSF
261
First National Bank Sioux Falls
South Dakota
$748K
FS
262
Financial Symmetry
North Carolina
$745K -$40.7K -1,120 -5%
CAG
263
Csenge Advisory Group
Florida
$736K +$169K +4,664 +31%
CWM
264
Cahill Wealth Management
Michigan
$736K +$22.4K +615 +3%
PWIA
265
Porter White Investment Advisors
Alabama
$734K -$5.96K -164 -0.8%
MG
266
Mather Group
Illinois
$729K -$15K -412 -2%
PFA
267
Pure Financial Advisors
California
$729K +$1.49K +41 +0.2%
PCM
268
Parsons Capital Management
Rhode Island
$717K -$375K -10,331 -35%
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$712K +$121K +3,323 +21%
BC
270
Barrett & Company
Rhode Island
$698K -$18.1K -498 -3%
BPWM
271
Black Point Wealth Management
Florida
$697K +$675K +18,579 New
HWMT
272
Heritage Wealth Management (Texas)
Texas
$688K -$1.45K -40 -0.2%
CMBA
273
C.M. Bidwell & Associates
Hawaii
$668K
MFWP
274
Mosaic Family Wealth Partners
Missouri
$643K +$21.9K +602 +4%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$641K +$488K +13,441 +368%