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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
26
Hill Investment Group Partners
Missouri
$51.4M +$753K +27,725 +1%
SWA
27
Sax Wealth Advisors
New Jersey
$46.8M +$47.8M +1,761,042 New
PAG
28
Private Advisor Group
New Jersey
$46.3M +$14.2M +521,110 +43%
CL
29
CPWM LLC
Washington
$43.6M +$1.48M +54,625 +3%
TWA
30
TCI Wealth Advisors
Arizona
$41M +$1.84M +67,577 +5%
LNC
31
Lincoln National Corp
Pennsylvania
$41M -$134K -4,921 -0.3%
UBS Group
32
UBS Group
Switzerland
$40.9M -$813K -29,922 -2%
PWM
33
Perigon Wealth Management
California
$40M +$168K +6,187 +0.4%
MWM
34
Modera Wealth Management
New Jersey
$39.6M -$1.71M -63,065 -4%
FAAM
35
First Ascent Asset Management
Colorado
$39.4M +$3.34M +122,941 +9%
SWM
36
Soundmark Wealth Management
Washington
$37.9M -$286K -10,523 -0.7%
DY
37
Dowling & Yahnke
California
$37.3M +$8.77M +322,709 +30%
NCM
38
New Capital Management
Texas
$36.2M +$36.6M +1,345,832 New
KAS
39
Kestra Advisory Services
Texas
$36.2M +$423K +15,584 +1%
IWC
40
Integrated Wealth Concepts
Massachusetts
$34.8M -$89.4K -3,289 -0.3%
WP
41
WMS Partners
Maryland
$30.7M -$1.76M -64,779 -5%
CS
42
Comerica Securities
Michigan
$26.5M +$285K +10,476 +1%
MAM
43
McLean Asset Management
Virginia
$26.3M +$1.08M +39,589 +4%
AF
44
Allworth Financial
California
$26.2M +$3.2M +117,875 +14%
ADL
45
Asset Dedication LLC
California
$26M +$5.18M +190,533 +24%
IA
46
IFG Advisory
Georgia
$24.6M -$326K -11,994 -1%
MG
47
Mather Group
Illinois
$24.1M +$9.9M +364,332 +67%
HWM
48
Hemington Wealth Management
Virginia
$24.1M +$24.6M +905,194 New
EWM
49
Empirical Wealth Management
Washington
$24M -$633K -23,281 -3%
UCFA
50
United Capital Financial Advisors
Texas
$23.8M -$19.6K -720 -0.1%