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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
276
Disciplined Investments
Oklahoma
$18.9K – – –
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$14.9K – – –
SIC
278
Salem Investment Counselors
North Carolina
$11.9K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$11.6K – – –
FSWA
280
Financial Synergies Wealth Advisors
Texas
$2.02K +$1.01K +37 +97%
BHWM
281
Beaird Harris Wealth Management
Texas
$1.84K – – –
EWA
282
EverSource Wealth Advisors
Alabama
$244 – – –
CSPIA
283
Cary Street Partners Investment Advisory
Virginia
$243 +$245 +9 New
Fidelity Investments
284
Fidelity Investments
Massachusetts
$81 +$82 +3 New
OMC
285
Old Mission Capital
Illinois
– -$11.6M -459,794 Closed
NCM
286
Northland Capital Management
Minnesota
– -$7.48M -297,241 Closed
T
287
TCWP
Ohio
– -$7.19M -285,851 Closed
RA
288
RFG Advisory
Alabama
– -$7.56M -278,851 Closed
WWP
289
Waypoint Wealth Partners
California
– -$1.98M -78,800 Closed
AC
290
Applied Capital
Arkansas
– -$1.32M -52,563 Closed
HFS
291
Heritage Financial Services
Massachusetts
– -$1.28M -51,125 Closed
SDH
292
Sloy Dahl & Holst
Washington
– -$380K -15,094 Closed
WA
293
Wealthstream Advisors
New York
– -$342K -13,588 Closed
SHWM
294
Silicon Hills Wealth Management
Texas
– -$287K -11,409 Closed
RCI
295
RS Crum Inc
California
– -$255K -10,145 Closed
SWM
296
Soundmark Wealth Management
Washington
– -$254K -10,118 Closed
Wealthfront Advisers
297
Wealthfront Advisers
California
– -$234K -9,299 Closed
KA
298
Kovack Advisors
Florida
– -$215K -8,539 Closed
SWM
299
Selective Wealth Management
Virginia
– -$127K -5,042 Closed
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
– -$108K -4,300 Closed