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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
51
TCI Wealth Advisors
Arizona
$44M +$1.25M +45,637 +3%
HFS
52
Heritage Financial Services
Massachusetts
$43.6M +$27.6M +1,007,597 +175%
CL
53
CPWM LLC
Washington
$43.3M -$1.91M -69,794 -4%
FAAM
54
First Ascent Asset Management
Colorado
$42.6M +$2.75M +100,393 +7%
LNC
55
Lincoln National Corp
Pennsylvania
$41.8M +$100K +3,658 +0.2%
SC
56
Shearwater Capital
Colorado
$41.7M -$363K -13,250 -0.9%
PWM
57
Perigon Wealth Management
California
$41.6M +$36.5K +1,332 +0.1%
AF
58
Allworth Financial
California
$40.1M +$1.78M +65,022 +5%
HNWA
59
Henrickson Nauta Wealth Advisors
Michigan
$39.6M +$73.6K +2,689 +0.2%
KAS
60
Kestra Advisory Services
Texas
$37.4M +$2.23M +81,421 +6%
KMWM
61
Keudell/Morrison Wealth Management
Oregon
$36.2M -$10.7M -391,109 -23%
ADL
62
Asset Dedication LLC
California
$36M +$5.47M +199,889 +18%
LFA
63
Lauterbach Financial Advisors
Texas
$36M +$404K +14,773 +1%
BPA
64
Beacon Pointe Advisors
California
$35.9M +$34.7M +1,265,859 +3,526%
BAM
65
Bayshore Asset Management
Florida
$34.8M -$863K -31,534 -2%
MHS
66
M Holdings Securities
Oregon
$34.4M +$34.1M +1,246,655 New
UB
67
UMB Bank
Missouri
$34.3M +$49.9K +1,824 +0.1%
CA
68
Claris Advisors
Missouri
$33M +$2.44M +89,274 +8%
DWM
69
Dopkins Wealth Management
New York
$32.8M -$77.6K -2,833 -0.2%
EWA
70
EP Wealth Advisors
California
$32.3M +$32.1M +1,172,179 New
RCI
71
RS Crum Inc
California
$31M -$123K -4,509 -0.4%
WP
72
WMS Partners
Maryland
$30M -$522K -19,074 -2%
CWR
73
Chico Wealth RIA
California
$27.2M +$27M +986,460 New
HWM
74
Hemington Wealth Management
Virginia
$26.3M +$26.1M +952,935 New
CWM
75
Cherrydale Wealth Management
New Jersey
$26.2M +$2.31M +84,553 +10%