We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
51
Altiora Financial Group
Ohio
$71.2M +$474K +18,373 +0.7%
FAAM
52
First Ascent Asset Management
Colorado
$71M +$620K +24,067 +0.9%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66.8M -$990K -38,391 -2%
GWM
54
Grand Wealth Management
Michigan
$65.3M -$2.43M -94,093 -4%
WWP
55
Waypoint Wealth Partners
California
$64.9M -$948K -36,793 -2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$64.9M +$2.62M +101,655 +4%
MWM
57
Merriman Wealth Management
Washington
$62.3M -$1.92M -74,649 -3%
HIG
58
Heritage Investment Group
Florida
$61.8M +$2.13M +82,749 +4%
SWA
59
ShankerValleau Wealth Advisors
Illinois
$60.7M -$1.72M -66,655 -3%
IWC
60
Integrated Wealth Concepts
Massachusetts
$60.3M +$5.45M +211,483 +11%
PWIA
61
Porter White Investment Advisors
Alabama
$58.4M +$151K +5,876 +0.3%
PCI
62
Planning Center Inc
Illinois
$58.2M +$677K +26,284 +1%
W
63
WorthPointe
California
$58M +$1.12M +43,445 +2%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$56.5M -$13.8K -535 -0%
AC
65
AWM Capital
Arizona
$56M +$3.68M +142,692 +7%
RWM
66
Ruedi Wealth Management
Illinois
$55.6M +$2.27M +87,940 +4%
RIP
67
RAM Investment Partners
Washington
$55.2M +$2.69M +104,433 +5%
SWA
68
Sax Wealth Advisors
New Jersey
$52.2M +$821K +31,851 +2%
THL
69
Tillman Hartley LLC
Colorado
$52.2M -$1.98M -76,654 -4%
AP
70
Adero Partners
California
$51.8M -$2.26M -87,586 -4%
ALWM
71
Andrews Lucia Wealth Management
California
$51.7M +$911K +35,326 +2%
BBNB
72
Baker Boyer National Bank
Washington
$51.5M +$2.66M +103,292 +6%
KAM
73
KEB Asset Management
Illinois
$49.4M +$154K +5,984 +0.3%
SIAG
74
Safeguard Investment Advisory Group
California
$49.1M +$8.31M +322,530 +22%
MHS
75
M Holdings Securities
Oregon
$48.5M -$5.65M -219,376 -11%