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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
401
Coppell Advisory Solutions
Texas
$403K
EA
402
Eclectic Associates
California
$400K -$86.3K -1,959 -18%
GSEP
403
Golden State Equity Partners
California
$399K +$3.79K +86 +1%
TAM
404
Titleist Asset Management
Texas
$387K -$273K -6,190 -42%
BA
405
Bridgewater Advisors
New York
$385K -$11.7K -265 -3%
SFC
406
Sprinkle Financial Consultants
Colorado
$383K +$1.06K +24 +0.3%
FM
407
Foster & Motley
Ohio
$377K
ADL
408
Asset Dedication LLC
California
$367K -$121K -2,746 -25%
CSP
409
Cary Street Partners
Virginia
$367K -$138K -3,127 -28%
NDWM
410
New Dimensions Wealth Management
Texas
$366K
MT
411
Midwest Trust
Kansas
$365K -$9.87K -224 -3%
RWM
412
Riverchase Wealth Management
Texas
$364K -$15.4K -349 -4%
CSPIA
413
Cary Street Partners Investment Advisory
Virginia
$363K +$349K +7,931 New
BTI
414
Blue Trust Inc
Georgia
$353K
OFS
415
OneAscent Financial Services
Alabama
$349K -$90.2K -2,047 -21%
GWA
416
Gutierrez Wealth Advisory
Arkansas
$347K +$334K +7,584 New
S
417
SignatureFD
Georgia
$341K +$837 +19 +0.3%
RF
418
RHS Financial
California
$336K
NI
419
Natural Investments
California
$330K +$378K +8,569 New
MF
420
Montis Financial
Massachusetts
$329K -$31.1K -707 -9%
TCWM
421
Total Clarity Wealth Management
Illinois
$329K -$152K -3,453 -32%
IFA
422
Index Fund Advisors
California
$327K +$837 +19 +0.3%
SFWA
423
Summit Financial Wealth Advisors
Louisiana
$321K
LKBC
424
L.K. Benson & Company
Maryland
$320K +$132 +3 +0%
SAM
425
Smartleaf Asset Management
Massachusetts
$314K -$9.74K -221 -3%