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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCB
151
First Command Bank
Texas
$27K – – –
QCG
152
Quadrant Capital Group
Ohio
$24K +$23.4K +729 New
DI
153
Disciplined Investments
Oklahoma
$23K +$19.7K +613 +713%
SWM
154
Spire Wealth Management
Virginia
$18K – – –
SPA
155
Shore Point Advisors
New Jersey
$18K +$17.4K +543 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.6K +550 New
SPIA
157
Steward Partners Investment Advisory
New York
$14K – – –
SIC
158
Salem Investment Counselors
North Carolina
$14K +$8.73K +272 +163%
CWP
159
Concord Wealth Partners
Virginia
$5K +$4.84K +151 New
SC
160
Schubert & Co
Texas
$2K +$1.51K +47 New
BHWM
161
Beaird Harris Wealth Management
Texas
$2K +$2.18K +68 New
HNWA
162
Henrickson Nauta Wealth Advisors
Michigan
$1K +$995 +31 New
BA
163
Bivin & Associates
Oklahoma
$1K +$1.06K +33 New
MFC
164
Morris Financial Concepts
South Carolina
$1K +$1.41K +44 New
KMWM
165
Keudell/Morrison Wealth Management
Oregon
– -$43.9M -1,457,954 Closed
Dimensional Fund Advisors
166
Dimensional Fund Advisors
Texas
– -$12.2M -404,000 Closed
FTUS
167
Flow Traders U.S.
New York
– -$1.13M -37,315 Closed
KAS
168
Kestra Advisory Services
Texas
– -$536K -17,770 Closed
PAG
169
Private Advisor Group
New Jersey
– -$436K -14,482 Closed
CA
170
Cetera Advisors
Colorado
– -$390K -12,950 Closed
TC
171
TownSquare Capital
Utah
– -$275K -9,137 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
– -$232K -7,701 Closed
HI
173
Harbour Investments
Wisconsin
– -$102K -3,400 Closed
IF
174
Ironwood Financial
Arizona
– -$36K -1,190 Closed
CFA
175
Carroll Financial Associates
North Carolina
– -$4K -139 Closed