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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$52.6M +$51.8M +1,950,935 New
HIGP
27
Hill Investment Group Partners
Missouri
$51.4M +$50.7M +1,906,188 New
CL
28
CPWM LLC
Washington
$42.8M +$42.1M +1,585,073 New
UBS Group
29
UBS Group
Switzerland
$42.4M +$41.7M +1,571,036 New
MWM
30
Modera Wealth Management
New Jersey
$41.9M +$41.2M +1,552,156 New
LNC
31
Lincoln National Corp
Pennsylvania
$41.7M +$41.1M +1,546,708 New
PWM
32
Perigon Wealth Management
California
$40.5M +$39.9M +1,500,168 New
TWA
33
TCI Wealth Advisors
Arizona
$39.8M +$39.2M +1,474,479 New
SWM
34
Soundmark Wealth Management
Washington
$38.4M +$38.2M +1,437,941 New
BBNB
35
Baker Boyer National Bank
Washington
$38.3M +$43.7M +1,644,811 New
FAAM
36
First Ascent Asset Management
Colorado
$36.6M +$36.1M +1,358,164 New
KAS
37
Kestra Advisory Services
Texas
$36.3M +$35.8M +1,345,713 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$35.4M +$34.9M +1,312,231 New
PAG
39
Private Advisor Group
New Jersey
$33M +$32.5M +1,222,060 New
WP
40
WMS Partners
Maryland
$32.9M +$32.4M +1,220,357 New
MHS
41
M Holdings Securities
Oregon
$31.1M +$30.7M +1,153,788 New
DY
42
Dowling & Yahnke
California
$29.1M +$28.7M +1,080,289 New
CS
43
Comerica Securities
Michigan
$26.6M +$26.2M +986,241 New
IA
44
IFG Advisory
Georgia
$25.3M +$25M +939,008 New
EWM
45
Empirical Wealth Management
Washington
$25M +$24.6M +926,743 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$24.4M +$24.1M +905,870 New
UCFA
47
United Capital Financial Advisors
Texas
$24.2M +$23.8M +895,231 New
MAM
48
McLean Asset Management
Virginia
$23.8M +$23.8M +896,576 New
AF
49
Allworth Financial
California
$23.4M +$23.1M +868,948 New
BFS
50
Beacon Financial Strategies
North Carolina
$22.3M +$21.9M +825,556 New