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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
$122M +$5.95M +218,843 +5%
RS
2
Retirement Solution
Washington
$104M +$3.17M +116,541 +3%
PFM
3
Parsec Financial Management
North Carolina
$99.9M +$8.18M +301,045 +9%
SFA
4
Sequoia Financial Advisors
Ohio
$74.6M +$8.03M +295,270 +12%
AWA
5
Aquire Wealth Advisors
Utah
$63.8M +$19.7M +725,651 +44%
AF
6
Allworth Financial
California
$62.2M +$8.82M +324,412 +16%
UWPG
7
Ullmann Wealth Partners Group
Florida
$58.3M +$805K +29,627 +1%
MWP
8
Meridian Wealth Partners
Pennsylvania
$48.6M +$1.77M +64,950 +4%
BSW
9
Buckingham Strategic Wealth
Missouri
$31.5M -$3.44M -126,732 -10%
SIG
10
Spinnaker Investment Group
California
$31.2M +$3.1M +113,946 +11%
EW
11
Evoke Wealth
California
$30.4M +$3.12M +114,691 +11%
RW
12
RVW Wealth
California
$28.4M +$17.7M +649,683 +162%
HWM
13
HB Wealth Management
Georgia
$27.9M +$3.19M +117,322 +13%
EP
14
Essential Planning
New Hampshire
$23.1M +$23.9M +880,762 +2,393%
ACP
15
Aveo Capital Partners
Colorado
$21.9M +$3.34M +122,845 +18%
FW
16
FirstPurpose Wealth
Utah
$17.6M +$2.74M +100,866 +18%
Stifel Financial
17
Stifel Financial
Missouri
$16.9M +$1.39M +51,053 +9%
W
18
WPWealth
Texas
$16.2M +$16.3M +599,878 New
KF
19
Krilogy Financial
Missouri
$16.1M +$14.4M +531,313 +831%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$15.9M -$1.61M -59,083 -9%
PO
21
Private Ocean
California
$15.2M +$15.3M +563,262 New
Creative Planning
22
Creative Planning
Kansas
$14.9M +$14.8M +544,435 +6,368%
SFG
23
Sterling Financial Group
California
$14.2M +$14.3M +526,326 New
HFA
24
Highland Financial Advisors
New Jersey
$13.9M +$2.42M +89,157 +21%
AC
25
AWM Capital
Arizona
$13.7M -$3.21K -118 -0%