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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
451
Steward Partners Investment Advisory
New York
$17.5K – – –
FFO
452
Fortitude Family Office
Arizona
$16.9K +$41 +1 +0.2%
PS
453
Pinney & Scofield
Massachusetts
$16.8K +$17K +415 New
MAS
454
MPWM Advisory Solutions
Georgia
$15.8K +$15.9K +389 New
Harbour Investments
455
Harbour Investments
Wisconsin
$9.31K +$980 +24 +12%
SAS
456
Spurstone Advisory Services
Connecticut
$6.56K +$6.62K +162 New
VWM
457
Vermillion Wealth Management
Minnesota
$6.02K +$6.09K +149 New
QC
458
Quent Capital
New York
$4.7K +$204 +5 +5%
HC
459
Hurley Capital
New York
$4.31K +$4.29K +105 New
SIS
460
Sound Income Strategies
Florida
$4.09K – – –
VWWMG
461
Vermillion & White Wealth Management Group
Pennsylvania
$3.73K – – –
ADL
462
Asset Dedication LLC
California
$3.69K -$83.7K -2,048 -96%
WFA
463
West Financial Advisors
Iowa
$2.83K -$817 -20 -22%
SignatureFD
464
SignatureFD
Georgia
$2.35K – – –
EverSource Wealth Advisors
465
EverSource Wealth Advisors
Alabama
$367 – – –
BOSSRA
466
B.O.S.S. Retirement Advisors
Utah
– -$4.89M -123,121 Closed
TCBWMS
467
Texas Capital Bank Wealth Management Services
Texas
– -$1.95M -49,092 Closed
Flow Traders U.S.
468
Flow Traders U.S.
New York
– -$1.36M -34,283 Closed
Susquehanna International Group
469
Susquehanna International Group
Pennsylvania
– -$1.34M -33,755 Closed
Level Four Advisory Services
470
Level Four Advisory Services
Texas
– -$702K -17,822 Closed
HWP
471
Hibernia Wealth Partners
Louisiana
– -$621K -15,639 Closed
SOAG
472
Silver Oak Advisory Group
Oregon
– -$488K -12,300 Closed
CIBC World Market
473
CIBC World Market
Ontario, Canada
– -$425K -10,700 Closed
Axxcess Wealth Management
474
Axxcess Wealth Management
California
– -$368K -9,279 Closed
Equitable Holdings
475
Equitable Holdings
New York
– -$203K -5,116 Closed