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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
301
Rise Advisors
New York
$905K +$882K +31,247 New
SMA
302
Sage Mountain Advisors
Georgia
$904K -$68.6K -2,430 -7%
UWM
303
USAdvisors Wealth Management
Minnesota
$896K +$71.3K +2,528 +9%
PWLP
304
Prio Wealth Limited Partnership
Massachusetts
$888K
FSWA
305
Financial Synergies Wealth Advisors
Texas
$886K +$3.5K +124 +0.4%
SSW
306
Stone Summit Wealth
Florida
$870K +$852K +30,208 New
BMD
307
Better Money Decisions
New Mexico
$857K +$2.82K +100 +0.3%
SF
308
Symphony Financial
Texas
$851K +$3.41K +121 +0.4%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$838K -$19.8K -703 -2%
MPW
310
Monterey Private Wealth
California
$822K +$1.64K +58 +0.2%
NWMG
311
National Wealth Management Group
Ohio
$811K +$790K +27,985 New
DJSG
312
D.J. St. Germain
Massachusetts
$802K
JIC
313
Johnson Investment Counsel
Ohio
$799K +$367 +13 +0%
SWM
314
Sanctuary Wealth Management
Idaho
$790K -$198 -7 -0%
WCM
315
Wealthcare Capital Management
Virginia
$787K +$387K +13,697 +110%
H
316
HoyleCohen
California
$771K +$367 +13 +0%
CWM
317
CarsonAllaria Wealth Management
Illinois
$761K +$742K +26,279 New
NP
318
NorthRock Partners
Minnesota
$750K +$731K +25,898 New
CFS
319
CRA Financial Services
New Jersey
$730K
RPSA
320
Richard P. Slaughter Associates
Texas
$729K
Thrivent Financial for Lutherans
321
Thrivent Financial for Lutherans
Minnesota
$725K
KA
322
Kovack Advisors
Florida
$721K -$81.7K -2,897 -10%
SG
323
Stonnington Group
California
$705K -$223K -7,901 -24%
CAI
324
Capital Advisors Inc
Oklahoma
$703K
NAM
325
NorthCrest Asset Manangement
Minnesota
$703K +$685K +24,273 New