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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
26
Pioneer Wealth Management Group
Texas
$40.7M +$1.39M +36,437 +4%
ACP
27
Aveo Capital Partners
Colorado
$39.9M +$463K +12,126 +1%
SC
28
Savant Capital
Illinois
$39.6M +$7.5M +196,398 +25%
RRCM
29
Rappaport Reiches Capital Management
Illinois
$37.5M +$2.65M +69,276 +8%
BJL
30
Brighton Jones LLC
Washington
$35.4M -$3.7M -96,870 -10%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$34.2M +$854K +22,366 +3%
PWM
32
PBMares Wealth Management
Virginia
$33.9M +$3.69M +96,739 +13%
TAM
33
TCP Asset Management
Ohio
$33.4M +$129K +3,369 +0.4%
TWCA
34
Two West Capital Advisors
Kansas
$31.4M +$3.32M +86,998 +12%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$30.8M -$623K -16,314 -2%
VWA
36
Valued Wealth Advisors
Utah
$29.4M -$959K -25,105 -3%
LWM
37
Liberty Wealth Management
California
$28.5M -$40.3M -1,055,070 -59%
FCG
38
Financial Connections Group
California
$28.4M -$440K -11,530 -2%
YWM
39
Yardley Wealth Management
Pennsylvania
$28.1M +$27M +707,122 New
SHFA
40
SC&H Financial Advisors
Maryland
$28M +$1.25M +32,757 +5%
AA
41
Advisory Alpha
Michigan
$27.8M +$1.08M +28,401 +4%
AWM
42
Austin Wealth Management
Texas
$27.8M +$2.78M +72,902 +11%
Creative Planning
43
Creative Planning
Kansas
$27.5M -$866K -22,685 -3%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$27.2M +$26.3M +688,391 New
FPAS
45
Focus Partners Advisor Solutions
Missouri
$27.1M -$1.09M -28,494 -4%
PWS
46
Physician Wealth Solutions
Nevada
$25.3M +$8.72M +228,314 +57%
SFG
47
Sterling Financial Group
California
$25.3M -$46.1K -1,206 -0.2%
LPL Financial
48
LPL Financial
California
$25M +$1.71M +44,805 +8%
PL
49
Plancorp LLC
Missouri
$24.8M -$54.8K -1,436 -0.2%
HFA
50
Highland Financial Advisors
New Jersey
$24.8M +$689K +18,051 +3%