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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
26
Highland Financial Advisors
New Jersey
$9.64M +$10.5M +364,799 New
TIM
27
Tortoise Investment Management
New York
$9.39M +$2.37M +82,556 +30%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$9.29M +$5.62M +195,667 +126%
HWM
29
HB Wealth Management
Georgia
$9.26M +$1.44M +49,999 +17%
AF
30
Advisornet Financial
Minnesota
$9.21M +$8.35M +290,793 +504%
WP
31
WealthSource Partners
California
$9.02M +$3.8M +132,289 +63%
WWP
32
Waypoint Wealth Partners
California
$8.8M +$9.55M +332,800 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$8.52M +$1.35M +47,090 +17%
NCM
34
Northland Capital Management
Minnesota
$8.5M -$7.59M -264,289 -45%
RW
35
RVW Wealth
California
$8.1M +$8.4M +292,653 +2,112%
SSC
36
Syverson Strege & Co
Iowa
$8.04M +$180K +6,265 +2%
RA
37
RFG Advisory
Alabama
$7.9M +$396K +13,778 +5%
SHFA
38
SC&H Financial Advisors
Maryland
$7.84M +$3.82M +133,188 +81%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$7.8M +$2.2M +76,735 +35%
AA
40
Auxano Advisors
Washington
$7.76M +$139K +4,839 +2%
AFS
41
Annapolis Financial Services
Maryland
$7.65M +$3.61M +125,919 +77%
CFO
42
CVA Family Office
Colorado
$7.16M +$958K +33,355 +14%
MWM
43
Mission Wealth Management
California
$7M +$1.48M +51,703 +24%
CPIG
44
Chicago Partners Investment Group
Illinois
$6.93M +$489K +17,024 +8%
CL
45
COWA LLC
Oklahoma
$6.84M +$4.45K +155 +0.1%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$6.8M +$7.38M +257,143 New
FWP
47
Firethorn Wealth Partners
Georgia
$6.6M -$916K -31,908 -12%
HR
48
Hardy Reed
Mississippi
$6.59M -$450K -15,677 -6%
FCG
49
Financial Connections Group
California
$6.47M +$1.11M +38,648 +19%
PWM
50
Perigon Wealth Management
California
$6.41M +$2.67M +93,130 +62%