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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
$153M -$23.8M -685,905 -14%
SFA
2
Sequoia Financial Advisors
Ohio
$134M +$4.39M +126,629 +4%
AWA
3
Aquire Wealth Advisors
Utah
$118M +$2.93M +84,558 +3%
BF
4
Blankinship & Foster
California
$101M +$3.73M +107,791 +4%
KA
5
Kooman & Associates
Pennsylvania
$92.5M +$643K +18,565 +0.7%
AF
6
Allworth Financial
California
$88.1M -$1.52M -43,799 -2%
MWP
7
Meridian Wealth Partners
Pennsylvania
$69.4M +$907K +26,188 +1%
SIG
8
Spinnaker Investment Group
California
$67.1M +$4.24M +122,414 +7%
BSW
9
Buckingham Strategic Wealth
Missouri
$60.9M -$735K -21,224 -1%
AWM
10
AE Wealth Management
Kansas
$58.4M -$5.53M -159,609 -9%
BA
11
BCM Advisors
Louisiana
$55.4M -$25.2K -727 -0%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$50.1M +$1.35M +38,871 +3%
EW
13
Evoke Wealth
California
$48.5M +$46M +1,327,786 New
RW
14
RVW Wealth
California
$45.3M +$513K +14,810 +1%
KF
15
Krilogy Financial
Missouri
$44.7M +$1.05M +30,297 +3%
Corient Private Wealth
16
Corient Private Wealth
Florida
$44.2M +$1.77M +51,035 +4%
HWM
17
HB Wealth Management
Georgia
$43.8M +$2.88M +83,148 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$42.1M +$902K +26,049 +2%
FW
19
FirstPurpose Wealth
Utah
$39.2M +$938K +27,091 +3%
EP
20
Essential Planning
New Hampshire
$39.2M +$51.6K +1,490 +0.1%
W
21
WPWealth
Texas
$37.8M +$2.7M +78,030 +8%
Betterment LLC
22
Betterment LLC
New York
$37.4M -$8.01M -231,237 -18%
ACP
23
Aveo Capital Partners
Colorado
$36.1M +$111K +3,193 +0.3%
OIA
24
OneDigital Investment Advisors
Kansas
$35M +$17.1M +492,555 +106%
Mariner
25
Mariner
Kansas
$33.8M +$5.07M +146,409 +19%