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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
601
Kayne Anderson Rudnick Investment Management
California
$253K
UWPG
602
Ullmann Wealth Partners Group
Florida
$252K +$262K +9,617 New
AIS
603
American Investment Services
Massachusetts
$250K +$12K +440 +5%
I
604
INVST
Indiana
$250K +$260K +9,528 New
BP
605
BBR Partners
New York
$248K +$955 +35 +0.4%
MAG
606
Mokosak Advisory Group
Iowa
$247K -$2.51K -92 -1%
MA
607
McBroom & Associates
Nevada
$246K +$257K +9,403 New
SPC
608
Sigma Planning Corp
Michigan
$245K +$12K +440 +5%
ASN
609
Advisory Services Network
Georgia
$244K +$20.8K +763 +9%
SWM
610
Spire Wealth Management
Virginia
$244K
HFS
611
Horizon Financial Services
North Carolina
$243K -$20.1K -736 -7%
MC
612
Matisse Capital
Oregon
$242K +$928 +34 +0.4%
OGF
613
Orin Green Financial
California
$240K +$250K +9,161 New
GD
614
Grandfield & Dodd
New York
$237K
M1FG
615
Mach-1 Financial Group
Arkansas
$236K
FFWA
616
FRG Family Wealth Advisors
Washington
$234K +$873 +32 +0.4%
HFP
617
Holistic Financial Partners
Indiana
$231K -$2.92K -107 -1%
CD
618
Chapin Davis
Maryland
$229K
TWM
619
Trevian Wealth Management
Massachusetts
$229K
ERWM
620
Elk River Wealth Management
Colorado
$226K -$16.4K -600 -6%
EA
621
Ellsworth Advisors
Ohio
$225K -$48.6K -1,781 -17%
EP
622
Eudaimonia Partners
Tennessee
$224K +$233K +8,531 New
EK
623
Evensky & Katz
Florida
$223K +$737 +27 +0.3%
HI
624
Harbour Investments
Wisconsin
$223K
BAM
625
Belpointe Asset Management
Nevada
$222K