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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$28.1M +$122K +2,978 +0.4%
FWM
52
Fonville Wealth Management
Virginia
$27M +$2.33M +57,093 +9%
MWML
53
M Wealth Management LLC
California
$26.6M +$26.8M +656,989 New
PWS
54
Physician Wealth Solutions
Nevada
$25.8M +$280K +6,851 +1%
HFA
55
Highland Financial Advisors
New Jersey
$25.8M +$471K +11,531 +2%
SIA
56
Spectrum Investment Advisors
Wisconsin
$24.2M +$233K +5,709 +1%
KFGG
57
Keystone Financial Group (Georgia)
Georgia
$24.2M +$24.4M +596,582 New
AFA
58
Alpha Financial Advisors
North Carolina
$24.1M +$450K +11,022 +2%
LPL Financial
59
LPL Financial
California
$23.9M -$1.63M -39,945 -6%
Stifel Financial
60
Stifel Financial
Missouri
$23.7M +$37.6K +920 +0.2%
BHWM
61
Bay Harbor Wealth Management
Maryland
$23.5M +$2.31M +56,661 +11%
V
62
VeraBank
Texas
$23.4M +$4.38M +107,242 +23%
HWM
63
Hemington Wealth Management
Virginia
$23.2M +$2.55M +62,435 +12%
SDWIA
64
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$22.1M +$735K +17,989 +3%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$21.6M +$1.1M +26,923 +5%
EFP
66
Envision Financial Planning
Tennessee
$21.2M +$440K +10,779 +2%
AA
67
ACT Advisors
North Carolina
$21.1M -$272K -6,658 -1%
SRWM
68
Shira Ridge Wealth Management
California
$21.1M -$188K -4,600 -0.9%
AC
69
AWM Capital
Arizona
$20.5M -$116K -2,839 -0.6%
MWM
70
Mission Wealth Management
California
$20.4M +$259K +6,343 +1%
MFA
71
Morling Financial Advisors
California
$20.4M +$445K +10,891 +2%
HIG
72
Heritage Investment Group
Florida
$20.1M +$791K +19,354 +4%
NA
73
Note Advisors
New York
$20M +$20.2M +493,809 New
IA
74
IFP Advisors
Florida
$19.7M +$200K +4,884 +1%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$19.6M -$475K -11,637 -2%