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Dimensional US Core Equity 2 ETF
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
476
Shakespeare Wealth Management
Wisconsin
$894K +$27.2K +1,006 +3%
PWLP
477
Prio Wealth Limited Partnership
Massachusetts
$885K – – –
FWA
478
FSM Wealth Advisors
Ohio
$885K +$433 +16 +0.1%
EWA
479
Elevate Wealth Advisory
Georgia
$878K +$813K +30,031 New
EFL
480
ERn Financial LLC
Wisconsin
$870K -$15.8K -584 -2%
IA
481
IFP Advisors
Florida
$857K +$152K +5,612 +24%
PIA
482
Perennial Investment Advisors
California
$830K – – –
MPW
483
Monterey Private Wealth
California
$829K +$1.35K +50 +0.2%
SWMG
484
Sard Wealth Management Group
Georgia
$823K +$762K +28,162 New
NP
485
NorthRock Partners
Minnesota
$815K – – –
JC
486
JB Capital
Connecticut
$813K +$15.6K +577 +2%
QFA
487
Quantum Financial Advisors
California
$812K +$406 +15 +0.1%
AWM
488
Aspire Wealth Management
Massachusetts
$811K -$1.27K -47 -0.2%
SFS
489
Security Financial Services
Indiana
$809K -$1.35K -50 -0.2%
DJSG
490
D.J. St. Germain
Massachusetts
$809K – – –
TSS
491
Two Sigma Securities
New York
$809K +$749K +27,687 New
LA
492
Lane & Associates
New Jersey
$808K +$109K +4,034 +17%
FFS
493
Founders Financial Securities
Maryland
$795K +$171K +6,322 +30%
ICG
494
InterOcean Capital Group
Tennessee
$793K – – –
OC
495
Oakworth Capital
Alabama
$785K – – –
DCM
496
DGS Capital Management
New Jersey
$773K – – –
HIP
497
HUB Investment Partners
Texas
$771K +$12.3K +453 +2%
FSWA
498
Financial Synergies Wealth Advisors
Texas
$752K -$8.04K -297 -0.9%
ACA
499
Affinity Capital Advisors
California
$750K – – –
NWMG
500
National Wealth Management Group
Ohio
$738K -$54.2K -2,004 -7%
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