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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$24K +$23.4K +729 New
DI
152
Disciplined Investments
Oklahoma
$23K +$19.7K +613 +713%
SWM
153
Spire Wealth Management
Virginia
$18K
SPA
154
Shore Point Advisors
New Jersey
$18K +$17.4K +543 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.6K +550 New
SPIA
156
Steward Partners Investment Advisory
New York
$14K
SIC
157
Salem Investment Counselors
North Carolina
$14K +$8.73K +272 +163%
CWP
158
Concord Wealth Partners
Virginia
$5K +$4.84K +151 New
SC
159
Schubert & Co
Texas
$2K +$1.51K +47 New
BHWM
160
Beaird Harris Wealth Management
Texas
$2K +$2.18K +68 New
HNWA
161
Henrickson Nauta Wealth Advisors
Michigan
$1K +$995 +31 New
BA
162
Bivin & Associates
Oklahoma
$1K +$1.06K +33 New
MFC
163
Morris Financial Concepts
South Carolina
$1K +$1.41K +44 New
KMWM
164
Keudell/Morrison Wealth Management
Oregon
-$43.9M -1,457,954 Closed
Dimensional Fund Advisors
165
Dimensional Fund Advisors
Texas
-$12.2M -404,000 Closed
FTUS
166
Flow Traders U.S.
New York
-$1.13M -37,315 Closed
KAS
167
Kestra Advisory Services
Texas
-$536K -17,770 Closed
PAG
168
Private Advisor Group
New Jersey
-$436K -14,482 Closed
CA
169
Cetera Advisors
Colorado
-$390K -12,950 Closed
TC
170
TownSquare Capital
Utah
-$275K -9,137 Closed
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
-$232K -7,701 Closed
HI
172
Harbour Investments
Wisconsin
-$102K -3,400 Closed
IF
173
Ironwood Financial
Arizona
-$36K -1,190 Closed
CFA
174
Carroll Financial Associates
North Carolina
-$4K -139 Closed
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
+$32 +1 New