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Dimensional US Core Equity 2 ETF
DFAC

Name Holding Trade Value Shares
Change 		Change in
Stake
B
51
BetterWealth
California
$92.4M -$496K -16,443 -0.6%
GM
52
GeoWealth Management
Illinois
$91.2M +$86.1M +2,853,144 New
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$91.2M +$299K +9,897 +0.3%
NCM
54
New Capital Management
Texas
$89.1M +$10.8M +357,645 +15%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$86.8M +$9.1M +301,362 +12%
CSIA
56
Conrad Siegel Investment Advisors
Pennsylvania
$85.1M +$41.9M +1,387,635 +109%
GWM
57
Grand Wealth Management
Michigan
$83.6M +$6.96M +230,556 +10%
PCA
58
Prosperity Capital Advisors
Ohio
$82M -$47.1M -1,560,924 -38%
WIM
59
Warwick Investment Management
Texas
$81.1M -$7.05M -233,387 -8%
PWIA
60
Porter White Investment Advisors
Alabama
$81M +$4.57M +151,236 +6%
AC
61
AWM Capital
Arizona
$79.8M +$3.55M +117,612 +5%
OIA
62
OneDigital Investment Advisors
Kansas
$77M +$2.38M +78,722 +3%
IWC
63
Integrated Wealth Concepts
Massachusetts
$76.7M +$5.28M +174,743 +8%
WWP
64
Waypoint Wealth Partners
California
$76.1M -$1.39M -46,076 -2%
LI
65
LRI Investments
Florida
$75.5M +$71.3M +2,362,171 New
RIP
66
RAM Investment Partners
Washington
$73M +$2.68M +88,707 +4%
RWM
67
Ruedi Wealth Management
Illinois
$72.9M +$1.61M +53,348 +2%
DF
68
DecisionPoint Financial
Arizona
$72.5M +$6.57M +217,572 +10%
EC
69
Eaton-Cambridge
Arizona
$72.4M +$3.67M +121,525 +6%
SIAG
70
Safeguard Investment Advisory Group
California
$72.3M +$4.62M +153,070 +7%
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72M -$2.18M -72,114 -3%
HIG
72
Heritage Investment Group
Florida
$71.9M +$1.8M +59,725 +3%
W
73
WorthPointe
California
$70.8M -$191K -6,316 -0.3%
SWA
74
ShankerValleau Wealth Advisors
Illinois
$70.5M -$993K -32,905 -1%
MWM
75
Merriman Wealth Management
Washington
$69.7M -$1.6M -53,069 -2%
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