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Dimensional US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
501
Foundations Investment Advisors
Arizona
$289K – – –
WP
502
Westmount Partners
California
$284K – – –
TWP
503
Tyche Wealth Partners
Texas
$282K – – –
FI
504
Financial Insights
Washington
$282K – – –
DWA
505
Delap Wealth Advisory
Oregon
$280K -$270K -4,508 -50%
MWP
506
Meridian Wealth Partners
Pennsylvania
$280K – – –
AAS
507
Ameritas Advisory Services
Nebraska
$279K +$268K +4,480 New
CFGS
508
Concourse Financial Group Securities
Alabama
$279K -$62.1K -1,038 -19%
WSFS
509
Wilmington Savings Fund Society
Delaware
$276K – – –
CCM
510
Carlson Capital Management
Minnesota
$276K +$120 +2 +0%
SCM
511
SOL Capital Management
Maryland
$274K -$43.7K -730 -14%
AMG
512
Advisors Management Group
Wisconsin
$273K – – –
PAS
513
Park Avenue Securities
New York
$271K +$17.9K +299 +7%
NFA
514
Northern Financial Advisors
Michigan
$270K -$24.2K -404 -9%
PP
515
PDS Planning
Ohio
$267K +$659 +11 +0.3%
AG
516
AlTi Global
New York
$267K – – –
EI
517
Ellevest Inc
New York
$266K +$659 +11 +0.3%
BW
518
BIP Wealth
Georgia
$264K – – –
GD
519
Grandfield & Dodd
New York
$261K -$60 -1 -0%
M
520
MOTCO
Texas
$260K – – –
CC
521
Capstone Capital
Nevada
$257K – – –
TCWM
522
Total Clarity Wealth Management
Illinois
$256K – – –
AL
523
Aspiriant LLC
California
$254K – – –
EFG
524
Elios Financial Group
Ohio
$248K +$239K +3,995 New
GI
525
Gradient Investments
Minnesota
$245K – – –