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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Modera Wealth Management
New Jersey
$143M +$133M +4,546,659 +7,210%
SFA
2
Sequoia Financial Advisors
Ohio
$97.9M +$1.98M +67,372 +2%
AWA
3
Aquire Wealth Advisors
Utah
$93.8M +$7.27M +247,773 +9%
BF
4
Blankinship & Foster
California
$80.2M +$75.9M +2,588,072 New
AF
5
Allworth Financial
California
$75.9M +$3.27M +111,503 +5%
KA
6
Kooman & Associates
Pennsylvania
$60.6M +$4.14M +141,129 +8%
MWP
7
Meridian Wealth Partners
Pennsylvania
$57.9M +$1.6M +54,522 +3%
AWM
8
Arista Wealth Management
Nevada
$48.8M +$31.8M +1,083,908 +221%
AWM
9
AE Wealth Management
Kansas
$42.7M +$4.23M +144,108 +12%
SIG
10
Spinnaker Investment Group
California
$40.4M +$1.43M +48,682 +4%
BSW
11
Buckingham Strategic Wealth
Missouri
$39.8M +$3.48M +118,552 +10%
UWPG
12
Ullmann Wealth Partners Group
Florida
$36.1M -$30.4M -1,037,825 -47%
RW
13
RVW Wealth
California
$35.7M +$2.03M +69,170 +6%
EW
14
Evoke Wealth
California
$34.6M +$1.73M +59,123 +6%
EP
15
Essential Planning
New Hampshire
$34.5M +$346K +11,797 +1%
HWM
16
HB Wealth Management
Georgia
$32.3M -$267K -9,090 -0.9%
KF
17
Krilogy Financial
Missouri
$31.1M +$4.94M +168,313 +20%
Corient Private Wealth
18
Corient Private Wealth
Florida
$30.7M +$3.62M +123,340 +14%
ACP
19
Aveo Capital Partners
Colorado
$30.6M +$4.26M +145,440 +17%
FW
20
FirstPurpose Wealth
Utah
$28.6M +$4.76M +162,474 +21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.4M +$2.12M +72,303 +9%
Betterment LLC
22
Betterment LLC
New York
$24.9M +$8.31M +283,268 +54%
W
23
WPWealth
Texas
$22.2M +$1.59M +54,290 +8%
AFS
24
Annapolis Financial Services
Maryland
$20.4M +$1.65M +56,419 +9%
Stifel Financial
25
Stifel Financial
Missouri
$20.3M +$172K +5,876 +0.9%