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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWAG
351
ARS Wealth Advisors Group
Florida
$237K
Neuberger Berman Group
352
Neuberger Berman Group
New York
$232K
HIGP
353
Hill Investment Group Partners
Missouri
$230K
Vanguard Personalized Indexing Management
354
Vanguard Personalized Indexing Management
California
$219K +$211K +5,525 New
CCA
355
Criterion Capital Advisors
Tennessee
$212K
LWM
356
Lodestone Wealth Management
Washington
$205K +$197K +5,169 New
BAM
357
BOS Asset Management
Illinois
$205K +$197K +5,168 New
EH
358
Equitable Holdings
New York
$203K +$195K +5,116 New
Ameriprise
359
Ameriprise
Minnesota
$200K +$193K +5,050 New
TWD
360
True Wealth Design
Ohio
$183K
PS
361
Planned Solutions
California
$155K +$149K +3,909 New
WSFS
362
Wilmington Savings Fund Society
Delaware
$150K +$145K +3,784 New
FPFS
363
First Personal Financial Services
North Carolina
$142K +$137K +3,581 New
OLVIG
364
Oliver Lagore Vanvalin Investment Group
Michigan
$128K +$9.47K +248 +8%
EWA
365
EP Wealth Advisors
California
$122K -$18.7K -490 -14%
GWM
366
Geneos Wealth Management
Colorado
$119K +$43.5K +1,139 +61%
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$107K -$33.1K -866 -24%
MG
368
MilWealth Group
Wisconsin
$106K +$102K +2,673 New
FVIM
369
Fort Vancouver Investment Management
Washington
$99.7K -$20.8K -545 -18%
KPP
370
Kings Path Partners
Texas
$93.3K -$4.35K -114 -5%
Citigroup
371
Citigroup
New York
$87.6K
ADL
372
Asset Dedication LLC
California
$84.9K +$78.2K +2,048 +2,251%
PFM
373
Phillips Financial Management
Indiana
$77.1K +$38 +1 +0.1%
DPW
374
DiNuzzo Private Wealth
Pennsylvania
$72.5K +$69.7K +1,826 New
EA
375
Evolution Advisers
Virginia
$67K