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Dimensional US Core Equity Market ETF
DFAU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
426
Wealthstream Advisors
New York
$278K – – –
PHWM
427
Pine Harbor Wealth Management
Maryland
$277K – – –
DWM
428
Dopkins Wealth Management
New York
$272K -$213K -5,442 -46%
CAM
429
CPA Asset Management
Florida
$263K – – –
HIGP
430
Hill Investment Group Partners
Missouri
$263K +$14.8K +377 +6%
AG
431
Ascent Group
Virginia
$259K +$3.06K +78 +1%
CWM
432
Core Wealth Management
Florida
$256K +$237K +6,048 New
AWAG
433
ARS Wealth Advisors Group
Florida
$252K – – –
CWM
434
Cornerstone Wealth Management
Missouri
$250K +$588 +15 +0.3%
PCM
435
Parsons Capital Management
Rhode Island
$247K -$22.5K -575 -9%
HWMC
436
Heritage Wealth Management (California)
California
$246K – – –
RF
437
Rossby Financial
Florida
$242K – – –
BWA
438
Blodgett Wealth Advisors
California
$242K -$14.1K -360 -6%
HA
439
Huntleigh Advisors
Missouri
$242K +$627 +16 +0.3%
CFA
440
CWS Financial Advisors
Michigan
$236K +$218K +5,565 New
EB
441
Emprise Bank
Kansas
$235K – – –
FFP
442
FourThought Financial Partners
Florida
$230K +$118 +3 +0.1%
LAMNM
443
Longview Asset Management (New Mexico)
New Mexico
$230K -$2K -51 -0.9%
FOR
444
Family Office Research
Maryland
$229K -$1.92K -49 -0.9%
PWP
445
Parkwoods Wealth Partners
New York
$229K +$212K +5,407 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$228K – – –
MWM
447
Momentous Wealth Management
Washington
$222K -$7.45K -190 -3%
EFS
448
Essex Financial Services
Connecticut
$221K -$178K -4,537 -46%
LWM
449
Lodestone Wealth Management
Washington
$220K +$204K +5,194 New
BOC
450
Blue Oak Capital
California
$219K – – –
16 17
18
19 20