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Dimensional US Core Equity Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$164M +$25.9M +712,064 +19%
MWM
2
Modera Wealth Management
New Jersey
$151M -$5.83M -160,299 -4%
AWA
3
Aquire Wealth Advisors
Utah
$126M +$5.09M +140,081 +4%
BF
4
Blankinship & Foster
California
$104M -$311K -8,554 -0.3%
KA
5
Kooman & Associates
Pennsylvania
$95.7M +$816K +22,459 +0.9%
AF
6
Allworth Financial
California
$90.6M -$1.03M -28,300 -1%
OIA
7
OneDigital Investment Advisors
Kansas
$77.1M +$40M +1,099,463 +115%
SIG
8
Spinnaker Investment Group
California
$71.8M +$2.89M +79,496 +4%
MWP
9
Meridian Wealth Partners
Pennsylvania
$71.5M +$211K +5,806 +0.3%
AWM
10
Arista Wealth Management
Nevada
$69.5M +$44.5M +1,224,616 +195%
AWM
11
AE Wealth Management
Kansas
$63.3M +$3.26M +89,810 +6%
EFP
12
Elser Financial Planning
Indiana
$62.7M +$60.7M +1,671,168 New
BSW
13
Buckingham Strategic Wealth
Missouri
$62M -$392K -10,777 -0.6%
BA
14
BCM Advisors
Louisiana
$58.6M -$532K -14,630 -0.9%
KF
15
Krilogy Financial
Missouri
$51.1M +$5.05M +139,007 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$48.3M +$4.98M +136,972 +12%
Corient Private Wealth
17
Corient Private Wealth
Florida
$48.3M +$2.85M +78,414 +6%
HWM
18
HB Wealth Management
Georgia
$48.2M +$3.09M +85,140 +7%
RW
19
RVW Wealth
California
$46.6M +$131K +3,609 +0.3%
EP
20
Essential Planning
New Hampshire
$45.9M +$1.67M +45,938 +4%
DWM
21
Diversify Wealth Management
Utah
$43.4M +$44.1M +1,212,165 New
W
22
WPWealth
Texas
$42M +$3.12M +85,848 +8%
Betterment LLC
23
Betterment LLC
New York
$41M +$2.53M +69,623 +7%
Mariner
24
Mariner
Kansas
$38M +$3.18M +87,537 +9%
ACP
25
Aveo Capital Partners
Colorado
$37.2M -$721K -19,833 -2%