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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
501
Mraz Amerine & Associates
California
$908K -$225K -7,449 -21%
PIA
502
Perennial Investment Advisors
California
$907K
ECG
503
Edge Capital Group
Georgia
$898K +$849K +28,110 New
NP
504
NorthRock Partners
Minnesota
$890K
QFA
505
Quantum Financial Advisors
California
$888K
DJSG
506
D.J. St. Germain
Massachusetts
$885K
EW
507
Evoke Wealth
California
$868K +$820K +27,176 New
MPW
508
Monterey Private Wealth
California
$860K -$44K -1,459 -5%
OC
509
Oakworth Capital
Alabama
$858K
IFWM
510
Institute for Wealth Management
Colorado
$855K +$808K +26,757 New
EWA
511
Elevate Wealth Advisory
Georgia
$854K -$100K -3,317 -11%
SMA
512
Sage Mountain Advisors
Georgia
$853K -$136K -4,511 -14%
DCM
513
DGS Capital Management
New Jersey
$845K
ACA
514
Affinity Capital Advisors
California
$819K
ACC
515
Acorn Creek Capital
Colorado
$813K +$25.3K +838 +3%
CWM
516
CarsonAllaria Wealth Management
Illinois
$806K +$1.57K +52 +0.2%
CFS
517
CRA Financial Services
New Jersey
$805K
SFS
518
Security Financial Services
Indiana
$805K -$75.4K -2,498 -9%
RPSA
519
Richard P. Slaughter Associates
Texas
$805K
CGFA
520
Colton Groome Financial Advisors
North Carolina
$794K
RWM
521
Revisor Wealth Management
Ohio
$793K +$29.4K +975 +4%
SRSA
522
S.R. Schill & Associates
Washington
$751K +$1.45K +48 +0.2%
SWMG
523
Sard Wealth Management Group
Georgia
$750K -$141K -4,687 -17%
CG
524
Caprock Group
Idaho
$743K -$6.22K -206 -0.9%
TFM
525
TFC Financial Management
Massachusetts
$732K +$1.39K +46 +0.2%