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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
401
Lakeridge Wealth Management
Ohio
$3.82M +$497K +14,106 +15%
CW
402
Curio Wealth
Maryland
$3.81M +$3.87M +110,019 New
BI
403
Beckerman Institutional
New Jersey
$3.73M +$253K +7,185 +7%
Citigroup
404
Citigroup
New York
$3.6M +$2.08M +58,986 +131%
NPAN
405
Northeast Planning Associates NH
New Hampshire
$3.59M +$3.66M +103,799 New
KFGG
406
Keystone Financial Group (Georgia)
Georgia
$3.54M +$3.61M +102,377 New
Vanguard Group
407
Vanguard Group
Pennsylvania
$3.53M -$161K -4,568 -4%
SWA
408
Stratos Wealth Advisors
Ohio
$3.52M -$94.2K -2,676 -3%
RPGK
409
Retirement Planning Group (Kansas)
Kansas
$3.48M +$740 +21 +0%
CG
410
Caprock Group
Idaho
$3.47M -$90.5K -2,569 -2%
CMBA
411
C.M. Bidwell & Associates
Hawaii
$3.42M -$178K -5,059 -5%
RMDI
412
R.M. Davis Inc
Maine
$3.41M +$3.47M +98,554 New
MSWM
413
Mowery & Schoenfeld Wealth Management
Illinois
$3.4M -$4.15M -117,777 -55%
AWS
414
Atria Wealth Solutions
New York
$3.39M +$1.2M +34,094 +53%
AWM
415
Aprio Wealth Management
Georgia
$3.37M -$37.1K -1,054 -1%
QCM
416
Quantinno Capital Management
New York
$3.37M
WRPWM
417
Werba Rubin Papier Wealth Management
California
$3.37M +$7.82K +222 +0.2%
AAP
418
Arax Advisory Partners
Colorado
$3.32M +$3.38M +95,882 New
ACM
419
Advisors Capital Management
New Jersey
$3.32M -$16.7K -475 -0.5%
TFA
420
Tranquilli Financial Advisor
New Jersey
$3.29M -$9.72K -276 -0.3%
BFA
421
Buttonwood Financial Advisors
Maryland
$3.29M -$261K -7,415 -7%
TCWM
422
Total Clarity Wealth Management
Illinois
$3.26M +$49.9K +1,417 +2%
LFAS
423
Level Four Advisory Services
Texas
$3.25M -$704 -20 -0%
NA
424
Note Advisors
New York
$3.2M +$3.25M +92,395 New
Susquehanna International Group
425
Susquehanna International Group
Pennsylvania
$3.18M -$2.4K -68 -0.1%