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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
701
Integrity Alliance
Iowa
$585K +$595K +16,898 New
R
702
Rebalance
California
$582K
CWA
703
CogentBlue Wealth Advisors
Tennessee
$579K +$590K +16,740 New
EF
704
Exeter Financial
Arizona
$579K +$528 +15 +0.1%
EA
705
Evolution Advisers
Virginia
$576K
DWM
706
Destination Wealth Management
California
$571K -$40.3K -1,143 -6%
WA
707
WBH Advisory
Maryland
$570K
FA
708
FSA Advisors
Michigan
$568K -$66.2K -1,879 -10%
SAM
709
Synergy Asset Management
Washington
$565K +$289K +8,210 +100%
BCA
710
Bay Capital Advisors
Virginia
$564K +$574K +16,293 New
SW
711
Simplicity Wealth
New Jersey
$564K -$18M -509,955 -97%
MAS
712
MPWM Advisory Solutions
Georgia
$559K +$569K +16,163 New
KIM
713
Kestra Investment Management
Texas
$556K +$58.2K +1,654 +11%
TPI
714
Trust Point Inc
Wisconsin
$552K +$562K +15,945 New
MC
715
Moors & Cabot
Massachusetts
$549K
BWP
716
Balboa Wealth Partners
Arizona
$548K -$18.7K -531 -3%
GWM
717
GDS Wealth Management
Texas
$547K
BIA
718
Bell Investment Advisors
California
$546K
MFG
719
Magnus Financial Group
New York
$546K +$1.62K +46 +0.3%
TIA
720
Traphagen Investment Advisors
New Jersey
$544K +$553K +15,715 New
TF
721
Threadgill Financial
Texas
$543K
HH
722
Hilltop Holdings
Texas
$543K +$247 +7 +0%
T
723
Tableaux
Massachusetts
$541K +$551K +15,649 New
WSFS
724
Wilmington Savings Fund Society
Delaware
$534K
PCA
725
Providence Capital Advisors
North Carolina
$526K