We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
551
Ameriprise
Minnesota
$1.61M +$330K +9,894 +28%
PA
552
Parallel Advisors
California
$1.6M +$467 +14 +0%
PNC Financial Services Group
553
PNC Financial Services Group
Pennsylvania
$1.58M +$467K +14,007 +46%
CHJWM
554
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.57M
IWM
555
IHT Wealth Management
Illinois
$1.57M +$200 +6 +0%
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
$1.57M +$16.8K +505 +1%
IWA
557
Icon Wealth Advisors
Texas
$1.53M
CMP
558
Coston McIsaac & Partners
Maine
$1.52M +$9.81K +294 +0.7%
SRB
559
Shotwell Rutter Baer
Michigan
$1.51M +$33 +1 +0%
TC
560
TownSquare Capital
Utah
$1.51M -$6.23M -186,757 -82%
RC
561
Roundview Capital
New Jersey
$1.51M +$4.2K +126 +0.3%
BWM
562
Benchmark Wealth Management
Connecticut
$1.48M +$333K +9,975 +32%
EE
563
EWG Elevate
California
$1.41M +$1.32M +39,465 New
AFA
564
Avant Financial Advisors
Texas
$1.41M -$12.6K -377 -0.9%
TNBTD
565
Trustmark National Bank Trust Department
Mississippi
$1.4M
MIAS
566
Mason Investment Advisory Services
Virginia
$1.4M +$3.9K +117 +0.3%
PA
567
Probity Advisors
Texas
$1.4M
HIP
568
HUB Investment Partners
Texas
$1.39M -$333K -9,970 -20%
SCTC
569
Sanibel Captiva Trust Company
Florida
$1.38M
VFIC
570
Valley Forge Investment Consultants
Pennsylvania
$1.37M -$1.01M -30,402 -44%
UF
571
Univest Financial
Pennsylvania
$1.36M
SIA
572
SeaBridge Investment Advisors
New Jersey
$1.36M +$3.24K +97 +0.3%
NB
573
Nicolet Bankshares
Wisconsin
$1.36M -$20.2K -606 -2%
CWM
574
Connecticut Wealth Management
Connecticut
$1.34M
LA
575
Lifeworks Advisors
Michigan
$1.34M +$2K +60 +0.2%