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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
551
SeaBridge Investment Advisors
New Jersey
$1.25M +$2.85K +82 +0.2%
MHFA
552
Mission Hills Financial Advisory
California
$1.24M +$56.4K +1,624 +5%
SRB
553
Shotwell Rutter Baer
Michigan
$1.24M -$6.7K -193 -0.5%
CWM
554
Connecticut Wealth Management
Connecticut
$1.23M -$21K -606 -2%
BFP
555
Brewster Financial Planning
New York
$1.23M
LA
556
Lifeworks Advisors
Michigan
$1.23M +$4.44K +128 +0.3%
MFWP
557
Mosaic Family Wealth Partners
Missouri
$1.22M +$290K +8,365 +29%
MWM
558
MGB Wealth Management
Texas
$1.22M
VWM
559
Vermillion Wealth Management
Minnesota
$1.21M -$40.6K -1,169 -3%
Vanguard Personalized Indexing Management
560
Vanguard Personalized Indexing Management
California
$1.19M
DEM
561
Disciplined Equity Management
Florida
$1.19M +$6.25K +180 +0.5%
LA
562
Lane & Associates
New Jersey
$1.18M +$84.9K +2,446 +7%
FMC
563
First Merchants Corp
Indiana
$1.17M -$106K -3,065 -8%
ECM
564
Evergreen Capital Management
Washington
$1.16M
KIM
565
Kestra Investment Management
Texas
$1.16M +$658K +18,968 +118%
Ameriprise
566
Ameriprise
Minnesota
$1.15M -$392K -11,291 -24%
MADFP
567
Michael A Dubis Financial Planning
Wisconsin
$1.15M
WIA
568
World Investment Advisors
California
$1.15M +$25.2K +726 +2%
FWM
569
Fortress Wealth Management
California
$1.15M +$118K +3,403 +11%
KWM
570
Kingsview Wealth Management
Oregon
$1.14M +$51.2K +1,475 +4%
LG
571
LAM Group
Oregon
$1.12M
LSA
572
Lion Street Advisors
Texas
$1.11M -$34.2K -985 -3%
SOS
573
Silver Oak Securities
Tennessee
$1.11M +$120K +3,469 +11%
FA
574
Fortis Advisors
Pennsylvania
$1.1M -$304K -8,758 -21%
SA
575
Sanctuary Advisors
Indiana
$1.09M