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Dimensional Emerging Markets Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
326
Capital Performance Advisors
California
$429K +$129K +4,735 +41%
GWA
327
Geometric Wealth Advisors
District of Columbia
$411K – – –
RA
328
RFG Advisory
Alabama
$405K -$333K -12,263 -44%
LG
329
LAM Group
Oregon
$393K +$408K +15,000 New
SMA
330
Seven Mile Advisory
New Jersey
$388K – – –
GM
331
GeoWealth Management
Illinois
$386K +$148K +5,453 +59%
SW
332
Schulz Wealth
Texas
$383K -$19.4K -714 -5%
Bessemer Group
333
Bessemer Group
New Jersey
$382K – – –
MFA
334
Morling Financial Advisors
California
$379K -$17.3K -638 -4%
CA
335
Clearstead Advisors
Ohio
$355K -$46.1K -1,695 -11%
MWM
336
Modera Wealth Management
New Jersey
$345K -$2.08M -76,456 -85%
EH
337
Equitable Holdings
New York
$338K +$350K +12,889 New
KW
338
Keyvantage Wealth
Pennsylvania
$335K +$347K +12,781 New
APW
339
Austin Private Wealth
Texas
$329K +$341K +12,555 New
LFA
340
Lauterbach Financial Advisors
Texas
$325K +$36.8K +1,353 +12%
MSF
341
Mustard Seed Financial
Arkansas
$324K -$1.03K -38 -0.3%
SCM
342
SOL Capital Management
Maryland
$313K -$24.5K -900 -7%
MSFS
343
Main Street Financial Solutions
Pennsylvania
$306K +$318K +11,700 New
TWM
344
TCFG Wealth Management
California
$305K +$788 +29 +0.2%
CIA
345
Compass Ion Advisors
Pennsylvania
$297K +$309K +11,359 New
BC
346
Burney Company
Virginia
$293K +$25.3K +931 +9%
Citigroup
347
Citigroup
New York
$290K +$167K +6,160 +125%
LA
348
Lifeworks Advisors
Michigan
$280K -$9.02K -332 -3%
IA
349
IFP Advisors
Florida
$279K +$28.7K +1,056 +11%
PHWM
350
Pine Harbor Wealth Management
Maryland
$279K -$95.7K -3,520 -25%