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Dimensional Emerging Markets Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Passive Capital Management
Maryland
$272K +$55.3K +1,518 +25%
CHJWM
202
Carlton Hofferkamp & Jenks Wealth Management
Texas
$267K +$247K +6,784 New
SAG
203
SageView Advisory Group
California
$259K -$16.3K -448 -6%
MA
204
Montag & Associates
Georgia
$254K +$43.7K +1,200 +20%
GVAG
205
Great Valley Advisor Group
Delaware
$251K +$38.8K +1,063 +18%
SC
206
Shearwater Capital
Colorado
$249K
PWP
207
Ponta Wealth Partners
Florida
$248K +$253K +6,934 New
GAM
208
Gemmer Asset Management
California
$245K +$219 +6 +0.1%
SW
209
Simplicity Wealth
New Jersey
$245K -$20.8K -570 -8%
AQR Capital Management
210
AQR Capital Management
Connecticut
$238K +$243K +6,654 New
EWA
211
Exit Wealth Advisors
Georgia
$234K +$219 +6 +0.1%
FH
212
Financial Harvest
Florida
$233K +$19.2K +527 +9%
NL
213
NWAM LLC
Washington
$229K +$3.03K +83 +1%
AFC
214
Ares Financial Consulting
California
$219K +$182 +5 +0.1%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$208K +$161K +4,422 +316%
ORC
216
O'Rourke & Company
Massachusetts
$206K +$210K +5,767 New
EH
217
Equitable Holdings
New York
$206K -$62.7K -1,721 -22%
MWA
218
Medallion Wealth Advisors
Connecticut
$203K +$12.7K +348 +7%
PFM
219
Phillips Financial Management
Indiana
$194K -$23.7K -649 -11%
GEA
220
Glen Eagle Advisors
New Jersey
$177K
BGAI
221
Bruce G. Allen Investments
Colorado
$168K
VC
222
Vestor Capital
Illinois
$132K -$2.54M -69,757 -95%
EWA
223
Elevate Wealth Advisory
Georgia
$130K
GSEP
224
Golden State Equity Partners
California
$124K -$93.7K -2,571 -43%
AA
225
Ancora Advisors
Ohio
$95.1K -$14.3K -393 -13%