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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sax Wealth Advisors
New Jersey
$24M +$5.47M +109,308 +26%
JP Morgan Chase
102
JP Morgan Chase
New York
$22.9M +$736K +14,700 +3%
CA
103
Claris Advisors
Missouri
$21.8M -$598K -11,942 -3%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$21.7M +$329K +6,568 +2%
PWM
105
Perigon Wealth Management
California
$21.4M +$212K +4,242 +1%
SMM
106
Stadion Money Management
Georgia
$21.3M -$2.01M -40,078 -9%
TIM
107
Tortoise Investment Management
New York
$20.9M +$162K +3,228 +0.8%
PAS
108
Park Avenue Securities
New York
$20.9M +$4.84M +96,775 +31%
JCM
109
Jacobi Capital Management
Pennsylvania
$20.8M +$918K +18,350 +5%
PWA
110
Physician Wealth Advisors
Utah
$19.6M -$121K -2,420 -0.6%
MCA
111
Maryland Capital Advisors
Maryland
$19.6M +$18.9M +378,629 New
SCM
112
Sollinda Capital Management
Florida
$19.5M +$2.1M +41,867 +12%
Raymond James Financial
113
Raymond James Financial
Florida
$18.6M +$3.74M +74,756 +26%
SFS
114
Security Financial Services
Indiana
$17.2M -$114K -2,276 -0.7%
WAM
115
Weinberger Asset Management
California
$16.6M +$1.83M +36,497 +13%
LWA
116
Ledgewood Wealth Advisors
New Hampshire
$16.4M -$372K -7,442 -2%
NWM
117
Navigoe Wealth Management
California
$16.3M +$735K +14,682 +5%
NC
118
North Capital
Utah
$16.3M +$499K +9,964 +3%
CCA
119
Clarity Capital Advisors
Florida
$16.1M -$1.55M -30,959 -9%
LFGO
120
Legacy Financial Group (Oklahoma)
Oklahoma
$16.1M -$945K -18,887 -6%
PMIM
121
Prudent Man Investment Management
Colorado
$16M -$1.23M -24,496 -7%
GPWA
122
Great Point Wealth Advisors
Massachusetts
$15.8M -$95.3K -1,904 -0.6%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$3.56M +71,141 +31%
HCM
124
Hutchinson Capital Management
California
$15.6M +$263K +5,253 +2%
AssetMark Inc
125
AssetMark Inc
California
$15.5M +$615K +12,296 +4%