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Dimensional Emerging Markets Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$142K -$17.5K -494 -11%
EWP
502
Elevation Wealth Partners
California
$142K +$142 +4 +0.1%
RL
503
Rogco LP
Oklahoma
$134K – – –
IA
504
IFP Advisors
Florida
$134K +$14K +393 +11%
VWM
505
Vermillion Wealth Management
Minnesota
$132K +$178 +5 +0.1%
AFC
506
Ares Financial Consulting
California
$122K +$994 +28 +0.8%
Fifth Third Bancorp
507
Fifth Third Bancorp
Ohio
$113K +$42K +1,182 +56%
SHIM
508
Stone House Investment Management
Pennsylvania
$109K +$994 +28 +0.9%
Franklin Resources
509
Franklin Resources
California
$108K – – –
TWM
510
Topsail Wealth Management
North Carolina
$98.5K +$53.9K +1,517 +114%
KFGG
511
Keystone Financial Group (Georgia)
Georgia
$93.6K +$142 +4 +0.1%
SPIA
512
Steward Partners Investment Advisory
New York
$91.5K – – –
W
513
WealthCollab
Washington
$89.9K – – –
MIM
514
MTM Investment Management
South Carolina
$89K – – –
PWA
515
Physician Wealth Advisors
Utah
$83.9K +$71 +2 +0.1%
FFG
516
Forum Finance Group
$74K +$94.8K +2,669 New
CA
517
Crewe Advisors
Utah
$72K – – –
IA
518
IFG Advisory
Georgia
$65.8K +$67.6K +1,904 New
RFA
519
Reyes Financial Architecture
California
$65.5K +$67.4K +1,897 New
TCM
520
TD Capital Management
Tennessee
$62.9K +$64.6K +1,820 New
BNA
521
BankChampaign National Association
Illinois
$51.9K +$35.6K +1,002 +200%
EWA
522
Elevate Wealth Advisory
Georgia
$50K +$15K +423 +41%
MWM
523
Magnolia Wealth Management
Alabama
$48.9K +$50.3K +1,415 New
OA
524
Operose Advisors
Wisconsin
$48.6K +$50K +1,408 New
AC
525
AlphaCore Capital
California
$48.5K – – –