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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LI
276
LRI Investments
Florida
$2.28M -$59.3K -1,261 -2%
CSW
277
Cogent Strategic Wealth
Illinois
$2.25M +$88.6K +1,885 +4%
GS
278
GWN Securities
Florida
$2.24M +$104K +2,208 +5%
VP
279
Verisail Partners
Georgia
$2.19M
CWMA
280
Capstone Wealth Management (Alabama)
Alabama
$2.18M +$435K +9,258 +24%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$12.1M -257,976 -84%
GA
282
Greenspring Advisors
Maryland
$2.13M +$102K +2,161 +5%
Morgan Stanley
283
Morgan Stanley
New York
$2.13M -$570K -12,129 -20%
BFG
284
Berger Financial Group
Minnesota
$2.09M +$94.9K +2,018 +5%
MGW
285
MB Generational Wealth
Washington
$2.03M +$223K +4,748 +12%
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$2.03M +$53.1K +1,130 +3%
PWM
287
Parkshore Wealth Management
California
$2.01M -$8.37K -178 -0.4%
WRPWM
288
Werba Rubin Papier Wealth Management
California
$2.01M -$17.8K -379 -0.8%
SWM
289
Selective Wealth Management
Virginia
$1.98M +$1.9M +40,416 New
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$1.96M +$1.03M +21,983 +102%
FFM
291
Forum Financial Management
Illinois
$1.87M +$47 +1 +0%
HHWM
292
Hiley Hunt Wealth Management
Nebraska
$1.85M +$74.3K +1,581 +4%
TLA
293
Tanglewood Legacy Advisors
Texas
$1.83M -$94K -2,000 -5%
AIS
294
American Investment Services
Massachusetts
$1.83M +$77.1K +1,640 +4%
FIA
295
Foundations Investment Advisors
Arizona
$1.81M -$517 -11 -0%
WWM
296
Woodside Wealth Management
Massachusetts
$1.79M -$122K -2,602 -6%
VPWA
297
Vestia Personal Wealth Advisors
Indiana
$1.78M -$45.7K -971 -2%
RIM
298
Rockbridge Investment Management
New York
$1.78M +$7.38K +157 +0.4%
LWM
299
Lionshead Wealth Management
New York
$1.77M +$105K +2,232 +6%
FFWA
300
Forthright Family Wealth Advisory
Texas
$1.73M +$594K +12,628 +36%