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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
$333M +$5.48M +118,187 +2%
RW
2
RVW Wealth
California
$211M +$609K +13,137 +0.3%
ST
3
Sageworth Trust
Pennsylvania
$211M +$205M +4,412,669 +4,798%
OIA
4
OneDigital Investment Advisors
Kansas
$203M +$16M +345,458 +9%
AF
5
Allworth Financial
California
$180M -$6.48M -139,854 -4%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$158M +$48.9M +1,054,560 +45%
AWA
7
Aquire Wealth Advisors
Utah
$155M -$13.4M -289,397 -8%
MWM
8
Modera Wealth Management
New Jersey
$155M -$5.37M -115,862 -3%
MJFG
9
Mars Jewett Financial Group
Washington
$149M +$144M +3,098,598 New
AAS
10
Annex Advisory Services
Wisconsin
$134M +$133M +2,868,665 New
KA
11
Kooman & Associates
Pennsylvania
$132M +$2.05M +44,132 +2%
BPA
12
Beacon Pointe Advisors
California
$125M +$99.8M +2,154,091 +419%
BF
13
Blankinship & Foster
California
$124M -$3.28M -70,838 -3%
SIG
14
Spinnaker Investment Group
California
$114M +$799K +17,239 +0.7%
EW
15
Evoke Wealth
California
$112M +$16.7M +359,768 +18%
AWM
16
AE Wealth Management
Kansas
$106M -$6M -129,560 -5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$104M +$6.87M +148,311 +7%
AWM
18
Arista Wealth Management
Nevada
$100M +$2.35M +50,748 +2%
KF
19
Krilogy Financial
Missouri
$83M +$1.69M +36,552 +2%
W
20
WPWealth
Texas
$82.6M +$5.78M +124,607 +8%
AWM
21
Austin Wealth Management
Texas
$76.9M +$3.17M +68,416 +4%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$75.5M -$44.8M -966,132 -37%
5NPW
23
55 North Private Wealth
Florida
$75.3M +$74.6M +1,608,993 New
PWMG
24
Pioneer Wealth Management Group
Texas
$69.2M +$3.21M +69,240 +5%
MPW
25
MASECO Private Wealth
$67.6M +$9.83M +212,037 +17%