We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
251
Investment Advisory Group
Massachusetts
$23.5M +$244K +6,056 +1%
DWM
252
Daner Wealth Management
Georgia
$23.4M +$3.37M +83,707 +18%
NEWAS
253
N.E.W. Advisory Services
Wisconsin
$23.3M -$273K -6,777 -1%
OCA
254
Optimus Capital Advisors
Texas
$23M +$975K +24,194 +4%
SRCM
255
Signature Resources Capital Management
California
$22.7M +$1.41M +35,115 +6%
Morgan Stanley
256
Morgan Stanley
New York
$22.3M +$2.73M +67,760 +13%
IFA
257
Index Fund Advisors
California
$22M +$13.5M +334,782 +144%
SC
258
Schubert & Co
Texas
$22M +$1.6M +39,810 +8%
AWA
259
Acorn Wealth Advisors
Michigan
$21.7M +$4.45M +110,355 +25%
PFG
260
Pinnacle Financial Group
Illinois
$21.5M +$401K +9,945 +2%
LFGO
261
Legacy Financial Group (Oklahoma)
Oklahoma
$21.4M -$216K -5,356 -1%
CSW
262
Cogent Strategic Wealth
Illinois
$21.4M +$633K +15,712 +3%
HKIMG
263
Hutchens & Kramer Investment Management Group
Indiana
$21.2M +$131K +3,249 +0.6%
3FI
264
3 Factor Indexing
California
$20.8M +$21.6M +536,347 New
VWA
265
Visionary Wealth Advisors
Illinois
$20.7M +$95.4K +2,369 +0.4%
TI
266
tru Independence
Oregon
$20.5M +$807K +20,029 +4%
VWA
267
Vistica Wealth Advisors
California
$20.3M -$514K -12,746 -2%
ARA
268
Approach Retirement Advisors
Alabama
$20M +$347K +8,622 +2%
VPWA
269
Vestia Personal Wealth Advisors
Indiana
$19.7M +$6.04M +150,035 +33%
KCA
270
Kilner Capital Advisors
Maryland
$19.6M -$1.12M -27,760 -5%
TW
271
Trajan Wealth
Arizona
$19.5M +$119K +2,966 +0.6%
HIGP
272
Hill Investment Group Partners
Missouri
$19.3M -$818K -20,307 -4%
Stifel Financial
273
Stifel Financial
Missouri
$19.2M +$293K +7,271 +1%
JWM
274
JDH Wealth Management
California
$18.8M -$472K -11,715 -2%
KCWM
275
Kane Co Wealth Management
Iowa
$18.6M -$164K -4,068 -0.8%