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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Sanctuary Wealth Management
Idaho
$734K +$7.47K +275 +1%
MOS
177
MGO One Seven
Ohio
$730K -$75.6K -2,783 -9%
RIM
178
Rockbridge Investment Management
New York
$730K +$126K +4,647 +21%
BFA
179
Beacon Financial Advisory
Ohio
$715K -$48.5K -1,784 -6%
BHWM
180
Bay Harbor Wealth Management
Maryland
$703K +$655K +24,116 +1,257%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$692K +$459K +16,889 +193%
KAS
182
Kestra Advisory Services
Texas
$688K -$285K -10,492 -29%
TWP
183
Total Wealth Planning
Ohio
$645K -$258K -9,476 -28%
CPA
184
Cardiff Park Advisors
California
$641K +$635K +23,363 +6,197%
EAM
185
Evanson Asset Management
California
$639K +$2.99K +110 +0.5%
Cerity Partners
186
Cerity Partners
New York
$639K +$643K +23,640 New
WFAG
187
Wescott Financial Advisory Group
Pennsylvania
$613K +$151K +5,564 +33%
QCIG
188
Quad-Cities Investment Group
Iowa
$602K +$378K +13,898 +166%
FNBSF
189
First National Bank Sioux Falls
South Dakota
$588K +$302K +11,116 +104%
DWM
190
Dopkins Wealth Management
New York
$581K
TC
191
TownSquare Capital
Utah
$574K +$577K +21,234 New
MHS
192
M Holdings Securities
Oregon
$570K +$13.1K +483 +2%
PFM
193
Phillips Financial Management
Indiana
$562K -$4.4K -162 -0.8%
TCBWMS
194
Texas Capital Bank Wealth Management Services
Texas
$542K +$545K +20,050 New
MG
195
Mather Group
Illinois
$540K
BC
196
Barrett & Company
Rhode Island
$534K
JMPWA
197
JP Morgan Private Wealth Advisors
California
$525K
HIGP
198
Hill Investment Group Partners
Missouri
$519K -$227K -8,342 -30%
GAM
199
Gould Asset Management
California
$517K +$20.5K +755 +4%
MWM
200
Modera Wealth Management
New Jersey
$507K +$179K +6,593 +54%