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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Parkshore Wealth Management
California
$2M -$128K -3,271 -6%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$1.94M +$97.6K +2,490 +6%
HA
253
Herold Advisors
New York
$1.93M +$142K +3,611 +9%
CWA
254
Cascade Wealth Advisors
Washington
$1.89M +$1.7M +43,365 New
MAMG
255
Milestone Asset Management Group
Connecticut
$1.89M +$187K +4,778 +12%
TLA
256
Tanglewood Legacy Advisors
Texas
$1.8M
RGF
257
Retirement Guys Formula
Ohio
$1.76M -$6.12K -156 -0.4%
MOS
258
MGO One Seven
Ohio
$1.76M -$205K -5,235 -11%
BW
259
Balance Wealth
Ohio
$1.72M -$236K -6,025 -13%
RIM
260
Rockbridge Investment Management
New York
$1.69M +$57.8K +1,474 +4%
WWM
261
Woodside Wealth Management
Massachusetts
$1.67M +$46.5K +1,185 +3%
CWMA
262
Capstone Wealth Management (Alabama)
Alabama
$1.66M +$114K +2,902 +8%
MFGM
263
Marshall Financial Group (Maryland)
Maryland
$1.63M -$253K -6,463 -14%
CPA
264
Cardiff Park Advisors
California
$1.6M +$437K +11,151 +42%
HHWM
265
Hiley Hunt Wealth Management
Nebraska
$1.57M +$49.7K +1,267 +4%
Morgan Stanley
266
Morgan Stanley
New York
$1.57M -$2.39M -61,061 -62%
LFA
267
Lauterbach Financial Advisors
Texas
$1.57M +$282K +7,205 +24%
VPWA
268
Vestia Personal Wealth Advisors
Indiana
$1.55M +$21.9K +559 +2%
FFM
269
Forum Financial Management
Illinois
$1.54M -$274 -7 -0%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$1.53M +$582K +14,847 +69%
KP
271
Keel Point
Alabama
$1.53M -$31.2K -795 -2%
SA
272
Sincerus Advisory
New York
$1.51M -$13.2K -337 -1%
HighTower Advisors
273
HighTower Advisors
Illinois
$1.5M -$39.9K -1,017 -3%
OW
274
Olistico Wealth
Oklahoma
$1.47M -$5.02K -128 -0.4%
FFWA
275
Forthright Family Wealth Advisory
Texas
$1.45M -$2.94K -75 -0.2%