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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$108M +$12.5M +447,159 +12%
RS
2
Retirement Solution
Washington
$94.3M +$9.07M +325,872 +10%
PFM
3
Parsec Financial Management
North Carolina
$85.4M +$19.3M +691,719 +26%
SFA
4
Sequoia Financial Advisors
Ohio
$62M +$3.55M +127,590 +5%
UWPG
5
Ullmann Wealth Partners Group
Florida
$53.5M +$1.12M +40,086 +2%
AF
6
Allworth Financial
California
$49.7M +$4.31M +154,641 +8%
MWP
7
Meridian Wealth Partners
Pennsylvania
$43.6M -$22.9M -821,351 -32%
AWA
8
Aquire Wealth Advisors
Utah
$41.1M +$5.86M +210,429 +15%
BSW
9
Buckingham Strategic Wealth
Missouri
$32.5M +$16.7M +600,674 +87%
SIG
10
Spinnaker Investment Group
California
$26.2M +$5.27M +189,331 +22%
EW
11
Evoke Wealth
California
$25.5M +$1.04M +37,372 +4%
HWM
12
HB Wealth Management
Georgia
$23M +$15.7M +563,562 +161%
ACP
13
Aveo Capital Partners
Colorado
$17.3M +$1.36M +48,819 +8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.3M -$8.11M -291,310 -31%
Stifel Financial
15
Stifel Financial
Missouri
$14.5M +$486K +17,442 +3%
AC
16
AWM Capital
Arizona
$14.2M -$2.03M -72,939 -13%
FW
17
FirstPurpose Wealth
Utah
$13.9M +$1.4M +50,446 +10%
MWM
18
Mattern Wealth Management
Kansas
$12.9M +$284K +10,196 +2%
OMC
19
Old Mission Capital
Illinois
$11.6M +$11.6M +418,000 +1,000%
HFA
20
Highland Financial Advisors
New Jersey
$10.7M +$1.65M +59,215 +16%
Betterment LLC
21
Betterment LLC
New York
$10.6M
AFS
22
Annapolis Financial Services
Maryland
$10.2M +$3.2M +114,905 +40%
RW
23
RVW Wealth
California
$10.1M +$2.61M +93,892 +31%
FPAS
24
Focus Partners Advisor Solutions
Missouri
$10M +$1.31M +47,037 +13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.78M -$807K -28,979 -7%