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Dimensional US Core Equity Market ETF
DFAU

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
201
Apella Capital
Connecticut
$4.34M -$148K -3,364 -3%
ST
202
Sageworth Trust
Pennsylvania
$4.21M -$249K -5,642 -6%
SWP
203
Stratos Wealth Partners
Ohio
$4.14M +$75.2K +1,707 +2%
AWM
204
Axxcess Wealth Management
California
$4.14M -$1.76M -39,945 -31%
CL
205
COWA LLC
Oklahoma
$4.11M -$121K -2,738 -3%
1WA
206
180 Wealth Advisors
Washington
$3.97M +$66.3K +1,504 +2%
AWM
207
Apollon Wealth Management
South Carolina
$3.97M -$92.7K -2,105 -2%
SFG
208
Sterling Financial Group
California
$3.96M -$211K -4,790 -5%
VPF
209
Vantage Point Financial
Illinois
$3.91M -$256K -5,803 -6%
RS
210
Retirement Solution
Washington
$3.89M -$240K -5,445 -6%
EWP
211
Elevation Wealth Partners
California
$3.86M +$666K +15,106 +22%
BEW
212
Burton Enright Welch
California
$3.78M +$220 +5 +0%
QHA
213
Quarry Hill Advisors
Minnesota
$3.77M -$47.4K -1,076 -1%
MSWMA
214
Market Street Wealth Management Advisors
Indiana
$3.75M +$435K +9,869 +14%
TF
215
Tandem Financial
Colorado
$3.68M +$3.54M +80,439 New
SFG
216
Seamount Financial Group
Colorado
$3.67M -$39.8K -904 -1%
RLIM
217
Red Lighthouse Investment Management
New York
$3.57M – – –
HWA
218
HMV Wealth Advisors
Louisiana
$3.48M – – –
CPW
219
Catalyst Private Wealth
California
$3.45M -$423K -9,610 -11%
LCWP
220
Legacy Capital Wealth Partners
Arkansas
$3.35M +$458K +10,406 +17%
SIM
221
Stratos Investment Management
Ohio
$3.32M -$1.88M -42,570 -37%
SFP
222
SwitchPoint Financial Planning
Utah
$3.3M – – –
MWM
223
Melfa Wealth Management
Massachusetts
$3.25M -$29.2K -663 -0.9%
IAG
224
Investmark Advisory Group
Connecticut
$3.24M -$88.3K -2,005 -3%
FA
225
Financial Alternatives
California
$3.23M – – –
7 8
9
10 11