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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
$191M +$16.9M +441,160 +10%
MWM
2
Modera Wealth Management
New Jersey
$146M -$12.8M -334,410 -8%
AWA
3
Aquire Wealth Advisors
Utah
$139M +$4.8M +125,737 +4%
AF
4
Allworth Financial
California
$114M +$18.9M +493,911 +21%
BF
5
Blankinship & Foster
California
$111M +$1.25M +32,606 +1%
KA
6
Kooman & Associates
Pennsylvania
$105M +$3.03M +79,374 +3%
OIA
7
OneDigital Investment Advisors
Kansas
$100M +$18.1M +475,125 +23%
SIG
8
Spinnaker Investment Group
California
$79.5M +$3.31M +86,747 +5%
AWM
9
Arista Wealth Management
Nevada
$75.5M +$1.91M +50,023 +3%
AWM
10
AE Wealth Management
Kansas
$72.9M +$5.64M +147,640 +9%
MWP
11
Meridian Wealth Partners
Pennsylvania
$72.6M -$2.93M -76,777 -4%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$66.4M +$63.9M +1,673,014 New
EW
13
Evoke Wealth
California
$64.7M +$62.2M +1,629,710 New
BA
14
BCM Advisors
Louisiana
$62.5M +$1.05M +27,390 +2%
HWM
15
HB Wealth Management
Georgia
$55.8M +$4.59M +120,053 +9%
KF
16
Krilogy Financial
Missouri
$55.4M +$1.3M +33,915 +2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$53.5M +$2.33M +61,101 +5%
RW
18
RVW Wealth
California
$51.1M +$1.67M +43,704 +4%
DWM
19
Diversify Wealth Management
Utah
$49.9M +$1.47M +38,363 +3%
EP
20
Essential Planning
New Hampshire
$49.2M +$538K +14,073 +1%
WANY
21
Wealthspire Advisors (New York)
New York
$49.1M +$47.2M +1,236,727 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$48.9M -$2.18M -56,995 -4%
Betterment LLC
23
Betterment LLC
New York
$46.6M +$3.03M +79,374 +7%
W
24
WPWealth
Texas
$46.3M +$1.84M +48,191 +4%
Mariner
25
Mariner
Kansas
$41.7M +$1.37M +35,821 +4%