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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
351
Cardinal Point Capital Management
Ontario, Canada
$1.08M +$1.09M +44,622 New
CMP
352
Coston McIsaac & Partners
Maine
$1.07M -$133K -5,469 -11%
WS
353
Wedbush Securities
California
$1.07M -$67.9K -2,790 -6%
DADC
354
D.A. Davidson & Co
Montana
$1.06M -$299K -12,273 -22%
CCWM
355
Cassaday & Co Wealth Management
Virginia
$1.06M +$1.06M +43,545 New
AWM
356
Apollon Wealth Management
South Carolina
$1.05M +$1.05M +43,293 New
IC
357
IEQ Capital
California
$1.04M +$5.4K +222 +0.5%
KOMWMG
358
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.04M -$27.2K -1,119 -3%
BFS
359
Bard Financial Services
Connecticut
$1.02M
SAM
360
Silvercrest Asset Management
New York
$1.01M
BF
361
BOK Financial
Oklahoma
$1.01M +$183K +7,533 +22%
CCM
362
Coldstream Capital Management
Washington
$999K +$1M +41,155 New
FA
363
Fortis Advisors
Pennsylvania
$997K +$5.08K +209 +0.5%
CWM
364
Connecticut Wealth Management
Connecticut
$997K
LG
365
LAM Group
Oregon
$992K +$994K +40,861 New
GTAM
366
Global Trust Asset Management
Florida
$970K -$85.6K -3,520 -8%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$970K +$393K +16,168 +68%
PMG
368
ProVise Management Group
Florida
$966K +$4.4K +181 +0.5%
WA
369
Wealth Advisors
California
$959K +$961K +39,510 New
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$950K
CAM
371
Cresset Asset Management
Illinois
$947K
MIAS
372
Mason Investment Advisory Services
Virginia
$933K
CAM
373
Clark Asset Management
New Hampshire
$915K +$916K +37,668 New
Brown Advisory
374
Brown Advisory
Maryland
$904K +$508K +20,867 +127%
AAS
375
Avantax Advisory Services
Texas
$900K -$264K -10,850 -23%