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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
51
Asset Dedication LLC
California
$21.3M +$21M +788,667 New
CPIG
52
Chicago Partners Investment Group
Illinois
$19.1M +$18.7M +704,042 New
BAM
53
Baldrige Asset Management
Pennsylvania
$17.9M +$17.6M +663,726 New
NEWAS
54
N.E.W. Advisory Services
Wisconsin
$17.8M +$17.5M +658,910 New
SSC
55
Syverson Strege & Co
Iowa
$17.4M +$17.2M +646,208 New
EH
56
Equitable Holdings
New York
$17.3M +$17M +639,406 New
PWM
57
PBMares Wealth Management
Virginia
$17M +$16.7M +630,246 New
MML Investors Services
58
MML Investors Services
Massachusetts
$16.8M +$16.5M +621,923 New
NWM
59
Northwest Wealth Management
Iowa
$16.4M +$16.1M +607,022 New
MG
60
Mather Group
Illinois
$14.7M +$14.4M +543,036 New
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$14.6M +$14.4M +540,751 New
B
62
Bridgeworth
Alabama
$14.3M +$14.1M +531,843 New
MFG
63
Merit Financial Group
Georgia
$13.2M +$13M +487,727 New
Mariner
64
Mariner
Kansas
$13M +$12.8M +481,130 New
AW
65
Avion Wealth
Texas
$12.3M +$12.1M +456,877 New
SP
66
Symmetry Partners
Connecticut
$12.2M +$12M +453,318 New
CFO
67
CVA Family Office
Colorado
$10.9M +$10.7M +404,245 New
WAG
68
Winthrop Advisory Group
Massachusetts
$10.5M +$10.3M +389,114 New
OCM
69
Oakwood Capital Management
California
$10.4M +$10.2M +385,165 New
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$9.76M +$9.61M +361,567 New
MG
71
MilWealth Group
Wisconsin
$9.03M +$8.9M +334,818 New
IAN
72
Integrated Advisors Network
Texas
$8.99M +$8.85M +333,153 New
WFA
73
Websterrogers Financial Advisors
South Carolina
$8.43M +$8.6M +323,553 New
FAIM
74
Financial Advocates Investment Management
Washington
$8.33M +$8.21M +308,791 New
CWM
75
Cedar Wealth Management
California
$8.23M +$8.11M +305,020 New