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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
326
Evolution Advisers
Virginia
$518K
GI
327
Gradient Investments
Minnesota
$513K
Bank of New York Mellon
328
Bank of New York Mellon
New York
$511K -$7.39K -270 -1%
PFM
329
Phillips Financial Management
Indiana
$511K +$507K +18,515 New
PCA
330
Providence Capital Advisors
North Carolina
$510K
S
331
SignatureFD
Georgia
$506K
FWM
332
Fortress Wealth Management
California
$494K +$110 +4 +0%
RCG
333
Resource Consulting Group
Florida
$490K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$487K -$309K -11,292 -39%
ARIS
335
Advanced Research Investment Solutions
California
$464K
CA
336
Continuum Advisory
Idaho
$459K +$849 +31 +0.2%
JHCP
337
Jackson Hole Capital Partners
Oklahoma
$457K +$16.7K +611 +4%
SS
338
Simplicity Solutions
Minnesota
$456K +$452K +16,523 New
PFPT
339
Pinnacle Financial Partners (Tennessee)
Tennessee
$455K
MCC
340
Money Concepts Capital
Florida
$453K +$450K +16,424 New
FFA
341
First Foundation Advisors
California
$442K
Morgan Stanley
342
Morgan Stanley
New York
$437K +$403K +14,723 +1,326%
SWM
343
Shakespeare Wealth Management
Wisconsin
$436K +$430K +15,710 New
WA
344
WBH Advisory
Maryland
$434K +$451K +16,478 New
C
345
Certuity
Florida
$425K +$109K +3,980 +35%
IGWM
346
ICA Group Wealth Management
Colorado
$420K +$447K +16,333 New
RWA
347
Ropes Wealth Advisors
Massachusetts
$418K
CPO
348
Cerity Partners OCIO
New York
$409K +$406K +14,834 New
WTA
349
Washington Trust Advisors
Massachusetts
$401K
LFG
350
Lockerman Financial Group
California
$396K -$4.22K -154 -1%