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Dimensional US Core Equity Market ETF
DFAU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
301
Medallion Wealth Advisors
Connecticut
$797K +$809K +19,792 New
CWM
302
Cahill Wealth Management
Michigan
$794K +$82 +2 +0%
PFA
303
Pure Financial Advisors
California
$791K +$2.37K +58 +0.3%
FNBSF
304
First National Bank Sioux Falls
South Dakota
$788K -$19.7K -483 -2%
LAMC
305
Longview Asset Management (California)
California
$781K +$788K +19,282 New
MFWP
306
Mosaic Family Wealth Partners
Missouri
$774K +$63K +1,542 +9%
PFGIA
307
Patriot Financial Group Insurance Agency
Massachusetts
$763K -$1.47K -36 -0.2%
VI
308
VanderPol Investments
Michigan
$750K -$2.16M -52,984 -74%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$746K +$431K +10,546 +134%
SIMC
310
Squire Investment Management Company
Utah
$728K +$380K +9,290 +107%
CMBA
311
C.M. Bidwell & Associates
Hawaii
$722K – – –
TAM
312
Titleist Asset Management
Texas
$722K +$728K +17,822 New
EM
313
ELCO Management
New York
$696K +$61.3K +1,500 +10%
HWMT
314
Heritage Wealth Management (Texas)
Texas
$687K +$2K +49 +0.3%
CFO
315
Colony Family Offices
North Carolina
$685K – – –
FOR
316
Family Office Research
Maryland
$662K +$668K +16,352 New
AIC
317
Allodium Investment Consultants
Minnesota
$657K +$663K +16,228 New
KPWS
318
Kestra Private Wealth Services
Texas
$656K +$6.9K +169 +1%
BC
319
Barrett & Company
Rhode Island
$656K -$16.2K -397 -2%
SA
320
Stewardship Advisors
Pennsylvania
$655K +$84.7K +2,073 +15%
RF
321
RHS Financial
California
$624K – – –
CFG
322
Cooper Financial Group
California
$623K -$4.25K -104 -0.7%
SFWA
323
Summit Financial Wealth Advisors
Louisiana
$621K -$6.33K -155 -1%
OC
324
Optima Capital
Oregon
$604K +$609K +14,905 New
EIA
325
Eldridge Investment Advisors
New Hampshire
$592K +$123 +3 +0%
11 12
13
14 15