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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Strategic Investment Solutions
Illinois
$167M +$163M +5,251,162 +4,999%
MWM
2
Modera Wealth Management
New Jersey
$146M +$8.41M +270,162 +6%
SFA
3
Sequoia Financial Advisors
Ohio
$96M +$1.38M +44,284 +1%
AWA
4
Aquire Wealth Advisors
Utah
$92M +$1.43M +46,081 +2%
BF
5
Blankinship & Foster
California
$79.8M +$2.4M +76,955 +3%
AF
6
Allworth Financial
California
$75.3M +$2.1M +67,535 +3%
KA
7
Kooman & Associates
Pennsylvania
$72.4M +$14.4M +461,674 +24%
MWP
8
Meridian Wealth Partners
Pennsylvania
$56.9M +$948K +30,447 +2%
AWM
9
Arista Wealth Management
Nevada
$52.2M +$5.2M +166,904 +11%
AWM
10
AE Wealth Management
Kansas
$47.8M +$6.76M +217,129 +16%
BA
11
BCM Advisors
Louisiana
$44.2M +$45.4M +1,458,357 New
BSW
12
Buckingham Strategic Wealth
Missouri
$41.7M +$3.31M +106,272 +8%
SIG
13
Spinnaker Investment Group
California
$40.9M +$2.1M +67,302 +5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$39.1M +$36.4M +1,168,887 +864%
RW
15
RVW Wealth
California
$35.4M +$861K +27,669 +2%
EP
16
Essential Planning
New Hampshire
$35.3M +$2M +64,189 +6%
EW
17
Evoke Wealth
California
$34.1M +$649K +20,852 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$33.6M +$4.14M +133,043 +13%
KF
19
Krilogy Financial
Missouri
$32.7M +$2.76M +88,541 +9%
Betterment LLC
20
Betterment LLC
New York
$32.1M +$8.32M +267,097 +33%
HWM
21
HB Wealth Management
Georgia
$30.8M -$374K -12,006 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$29.8M +$3.47M +111,297 +13%
FW
23
FirstPurpose Wealth
Utah
$29.2M +$1.55M +49,855 +5%
ACP
24
Aveo Capital Partners
Colorado
$29.1M -$493K -15,847 -2%
W
25
WPWealth
Texas
$25.7M +$4.46M +143,117 +20%