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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$233M -$7.86M -183,816 -3%
AC
27
AWM Capital
Arizona
$230M +$14.1M +330,122 +7%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$224M +$221K +5,164 +0.1%
JTWM
29
Jackson Thornton Wealth Management
Alabama
$219M +$1.14M +26,682 +0.5%
GM
30
GeoWealth Management
Illinois
$217M -$2.52M -59,012 -1%
MWM
31
Modera Wealth Management
New Jersey
$213M -$871K -20,365 -0.4%
JWA
32
JFS Wealth Advisors
Pennsylvania
$200M +$20.1M +469,207 +12%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$198M +$2.24M +52,341 +1%
ADL
34
Asset Dedication LLC
California
$198M +$280K +6,539 +0.1%
Cerity Partners
35
Cerity Partners
New York
$196M -$1.41M -32,849 -0.7%
Osaic Holdings
36
Osaic Holdings
Arizona
$192M +$87.6M +2,047,997 +90%
SIM
37
Stratos Investment Management
Ohio
$188M +$2.86M +66,954 +2%
OIA
38
OneDigital Investment Advisors
Kansas
$188M +$9.12M +213,234 +5%
PAS
39
Park Avenue Securities
New York
$186M +$15M +350,588 +9%
PFA
40
Pure Financial Advisors
California
$182M -$3.54M -82,840 -2%
DF
41
DecisionPoint Financial
Arizona
$180M +$11.5M +269,833 +7%
AAM
42
Austin Asset Management
Texas
$178M -$1.44M -33,761 -0.8%
EF
43
Evanson Financial
Virginia
$176M +$170M +3,978,431 New
BEW
44
Burton Enright Welch
California
$176M +$9.95M +232,530 +6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$176M -$10.5M -246,546 -6%
RIM
46
Rockbridge Investment Management
New York
$170M +$1.16M +27,177 +0.7%
MSWM
47
McGlone Suttner Wealth Management
Wisconsin
$170M +$1.66M +38,758 +1%
OFA
48
Onyx Financial Advisors
Idaho
$168M +$4.61M +107,747 +3%
TFP
49
Triune Financial Partners
Kansas
$167M +$3.86M +90,262 +2%
UWM
50
United Wealth Management
Virginia
$167M +$531K +12,404 +0.3%