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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GD
401
Grandfield & Dodd
New York
$350K
VF
402
Vista Finance
Missouri
$350K +$341K +12,075 New
SWM
403
Southern Wealth Management
Texas
$347K
DT
404
Daniels + Tansey
Delaware
$345K
TW
405
Transform Wealth
Colorado
$340K
RIA
406
Regal Investment Advisors
Michigan
$332K
WT
407
Washington Trust
Rhode Island
$331K -$410K -14,546 -56%
C
408
Certuity
Florida
$330K +$1.3K +46 +0.4%
EWA
409
Exencial Wealth Advisors
Oklahoma
$326K +$318K +11,262 New
ACM
410
Advisors Capital Management
New Jersey
$322K
EGWAG
411
Elwood & Goetz Wealth Advisory Group
Georgia
$321K -$34.8K -1,232 -10%
CWM
412
Cornerstone Wealth Management
Missouri
$318K +$310K +10,988 New
SPC
413
Sigma Planning Corp
Michigan
$311K
GEA
414
Glen Eagle Advisors
New Jersey
$310K +$1.24K +44 +0.4%
BMCM
415
Bryn Mawr Capital Management
Pennsylvania
$308K -$109K -3,867 -27%
AC
416
Arjuna Capital
North Carolina
$304K +$1.19K +42 +0.4%
TC
417
Titleist Capital
Texas
$303K +$295K +10,470 New
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$302K -$5.05K -179 -2%
IF
419
Ironwood Financial
Arizona
$300K
KPW
420
Kore Private Wealth
New York
$299K
WTC
421
WhitTier Trust Company
Nevada
$298K
AWMF
422
Arbor Wealth Management (Florida)
Florida
$297K
EWM
423
Evercore Wealth Management
New York
$295K
FWM
424
Frontier Wealth Management
Missouri
$295K
MAM
425
Marotta Asset Management
Virginia
$295K