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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AWM Capital
Arizona
$189M +$3.94M +97,842 +2%
MWM
27
Modera Wealth Management
New Jersey
$188M -$672K -16,672 -0.3%
TWP
28
TFO Wealth Partners
Ohio
$181M +$16.4M +407,978 +10%
Raymond James Financial
29
Raymond James Financial
Florida
$179M +$2.22M +55,020 +1%
Cerity Partners
30
Cerity Partners
New York
$173M +$18.8M +466,400 +12%
ADL
31
Asset Dedication LLC
California
$173M +$4.32M +107,225 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$172M -$9.14M -226,966 -5%
Corient Private Wealth
33
Corient Private Wealth
Florida
$163M -$194M -4,824,164 -53%
PFA
34
Pure Financial Advisors
California
$163M -$2.57M -63,861 -2%
SIM
35
Stratos Investment Management
Ohio
$163M +$4.74M +117,762 +3%
Mariner
36
Mariner
Kansas
$160M +$14.2M +353,224 +9%
JWA
37
JFS Wealth Advisors
Pennsylvania
$157M +$12.9M +320,259 +9%
AAM
38
Austin Asset Management
Texas
$157M +$388K +9,629 +0.2%
OIA
39
OneDigital Investment Advisors
Kansas
$157M +$3.76M +93,371 +2%
EAM
40
Evanson Asset Management
California
$155M -$422K -10,472 -0.3%
PAS
41
Park Avenue Securities
New York
$150M +$11.1M +275,434 +8%
CPA
42
Cardiff Park Advisors
California
$149M -$5.22M -129,461 -3%
RIM
43
Rockbridge Investment Management
New York
$148M +$11.5M +285,292 +8%
DF
44
DecisionPoint Financial
Arizona
$147M +$1.84M +45,668 +1%
MSWM
45
McGlone Suttner Wealth Management
Wisconsin
$147M +$1.57M +38,957 +1%
UWM
46
United Wealth Management
Virginia
$146M +$6.16M +152,796 +4%
BEW
47
Burton Enright Welch
California
$145M +$2.65M +65,731 +2%
TFP
48
Triune Financial Partners
Kansas
$143M +$2.2M +54,526 +2%
OFA
49
Onyx Financial Advisors
Idaho
$143M +$1.98M +49,063 +1%
FPI
50
Financial Plan Inc
Washington
$137M +$8.04M +199,681 +6%