We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$192M -$5.79M -148,335 -3%
GM
27
GeoWealth Management
Illinois
$192M +$4.51M +115,567 +2%
VAS
28
Vestmark Advisory Solutions
Massachusetts
$190M +$6.58M +168,615 +4%
AC
29
AWM Capital
Arizona
$188M +$1.91M +48,980 +1%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$184M +$2.78M +71,269 +2%
Raymond James Financial
31
Raymond James Financial
Florida
$180M +$41.3M +1,058,996 +30%
HFS
32
Heritage Financial Services
Massachusetts
$179M -$3.93M -100,620 -2%
HNWA
33
Henrickson Nauta Wealth Advisors
Michigan
$177M +$91.3M +2,337,937 +115%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$176M -$2.42M -61,892 -1%
ADL
35
Asset Dedication LLC
California
$172M +$3.45M +88,285 +2%
TWP
36
TFO Wealth Partners
Ohio
$169M +$5.94M +152,188 +4%
PFA
37
Pure Financial Advisors
California
$168M -$2.11M -54,177 -1%
SIM
38
Stratos Investment Management
Ohio
$161M +$4.05M +103,827 +3%
AAM
39
Austin Asset Management
Texas
$160M -$1.93M -49,499 -1%
EAM
40
Evanson Asset Management
California
$158M +$427K +10,941 +0.3%
Cerity Partners
41
Cerity Partners
New York
$158M -$1.68M -43,011 -1%
CPA
42
Cardiff Park Advisors
California
$157M -$5.55M -142,309 -3%
OIA
43
OneDigital Investment Advisors
Kansas
$156M +$13.1M +335,403 +9%
Mariner
44
Mariner
Kansas
$149M +$2.47M +63,208 +2%
DF
45
DecisionPoint Financial
Arizona
$148M +$7.99M +204,800 +6%
MSWM
46
McGlone Suttner Wealth Management
Wisconsin
$148M +$1.36M +34,725 +0.9%
TFP
47
Triune Financial Partners
Kansas
$148M -$1.03M -26,452 -0.7%
JWA
48
JFS Wealth Advisors
Pennsylvania
$148M +$10.7M +274,729 +8%
BEW
49
Burton Enright Welch
California
$146M +$5.81M +148,893 +4%
OFA
50
Onyx Financial Advisors
Idaho
$144M +$1.48M +38,022 +1%