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Dimensional US Core Equity 2 ETF
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
426
Prosperity Planning
Missouri
$3.08M +$55K +1,584 +2%
AFA
427
Allium Financial Advisors
Oregon
$3.04M +$3.2M +92,057 New
FCH
428
Freestone Capital Holdings
Washington
$3.03M – – –
WP
429
Wealthspan Partners
Iowa
$2.97M -$4.06K -117 -0.1%
CWM
430
Congress Wealth Management
Massachusetts
$2.96M +$3.11M +89,706 New
LFAS
431
Level Four Advisory Services
Texas
$2.95M -$154K -4,423 -5%
EP
432
Essential Planning
New Hampshire
$2.91M -$134M -3,852,398 -98%
BFA
433
Buttonwood Financial Advisors
Maryland
$2.91M -$238K -6,850 -7%
LWM
434
LJI Wealth Management
Indiana
$2.89M -$58.1K -1,673 -2%
WFA
435
WestHill Financial Advisors
California
$2.86M -$9.72K -280 -0.3%
OFO
436
OneAscent Family Office
Alabama
$2.86M +$3M +86,479 New
OCM
437
Orion Capital Management
California
$2.8M +$399K +11,502 +16%
PA
438
Parkside Advisors
California
$2.79M – – –
AIS
439
Accredited Investor Services
Minnesota
$2.79M -$69.4K -1,999 -2%
MSFS
440
Main Street Financial Solutions
Pennsylvania
$2.75M +$588K +16,937 +25%
NA
441
Nautilus Advisors
California
$2.75M +$10.7K +308 +0.4%
HTWM
442
Hartmann Taylor Wealth Management
Texas
$2.74M +$2.89M +83,196 New
FAIM
443
Financial Advocates Investment Management
Washington
$2.72M -$625 -18 -0%
CWP
444
Concord Wealth Partners
Virginia
$2.72M -$99.7K -2,871 -3%
CL
445
Choreo LLC
Illinois
$2.7M -$18.2K -524 -0.6%
1WM
446
1900 Wealth Management
Texas
$2.68M -$299K -8,601 -10%
TNA
447
True North Advisors
Texas
$2.64M +$2.77M +79,903 New
SPIA
448
Steward Partners Investment Advisory
New York
$2.63M -$39.6K -1,140 -1%
SA
449
Seneschal Advisors
Washington
$2.61M +$89.5K +2,577 +3%
IFS
450
Intelligent Financial Strategies
Minnesota
$2.55M +$312 +9 +0%
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