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Dimensional Emerging Markets Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$1.48M -$63.1K -1,912 -4%
TAWM
102
Three Arch Wealth Management
California
$1.45M +$1.42M +42,943 New
PFA
103
Pettinga Financial Advisors
Indiana
$1.35M -$287K -8,689 -18%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$1.35M -$37.4K -1,133 -3%
MC
105
Matisse Capital
Oregon
$1.34M
ATI
106
ARK & TLK Investments
Oklahoma
$1.34M +$769K +23,311 +143%
CAM
107
Clark Asset Management
New Hampshire
$1.33M
SC
108
Schubert & Co
Texas
$1.33M +$82K +2,487 +7%
GFA
109
Grunden Financial Advisory
Texas
$1.3M +$156K +4,726 +14%
TIAM2
110
Tru Independence Asset Management 2
Oregon
$1.29M +$108K +3,262 +9%
KAS
111
Kestra Advisory Services
Texas
$1.28M +$52.2K +1,583 +4%
LPL Financial
112
LPL Financial
California
$1.26M +$222K +6,722 +22%
TCM
113
Triumph Capital Management
Colorado
$1.18M +$1.16M +35,049 New
MWA
114
Monograph Wealth Advisors
California
$1.17M
FTUS
115
Flow Traders U.S.
New York
$1.13M +$1.1M +33,399 New
PWM
116
Parkshore Wealth Management
California
$1.12M +$497K +15,070 +84%
RK
117
Rather & Kittrell
Tennessee
$1.11M +$50.1K +1,518 +5%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$53.9K +1,633 +5%
KCWM
119
Kane Co Wealth Management
Iowa
$1.07M +$1.05M +31,736 New
PWIA
120
Porter White Investment Advisors
Alabama
$1.07M -$16.2K -492 -2%
PAS
121
Park Avenue Securities
New York
$1.05M +$103K +3,124 +11%
CL
122
CSS LLC
Illinois
$1.04M +$100K +3,040 +11%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$1.03M +$124K +3,763 +14%
EWA
124
EverSource Wealth Advisors
Alabama
$1.03M -$60K -1,820 -6%
FFM
125
Forum Financial Management
Illinois
$1.01M -$77.8K -2,359 -7%