We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
51
Meridian Wealth Partners
Pennsylvania
$94.3M -$2.05M -65,117 -2%
CSIA
52
Conrad Siegel Investment Advisors
Pennsylvania
$94.3M +$8.21M +260,252 +10%
B
53
BetterWealth
California
$93.2M -$111K -3,530 -0.1%
PCA
54
Prosperity Capital Advisors
Ohio
$91.3M +$8.35M +264,689 +10%
DF
55
DecisionPoint Financial
Arizona
$91.1M +$12M +379,448 +16%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$91M +$3.31M +104,880 +4%
GM
57
GeoWealth Management
Illinois
$90.7M -$1.3M -41,329 -1%
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$90.4M -$1.54M -48,899 -2%
NCM
59
New Capital Management
Texas
$90.1M +$225K +7,136 +0.3%
OIA
60
OneDigital Investment Advisors
Kansas
$88.7M +$10.7M +339,207 +14%
WIM
61
Warwick Investment Management
Texas
$87M +$5.06M +160,605 +6%
Financial Engines Advisors
62
Financial Engines Advisors
California
$84.1M +$23.9M +757,337 +41%
Osaic Holdings
63
Osaic Holdings
Arizona
$83.5M +$33.6M +1,066,981 +70%
AC
64
AWM Capital
Arizona
$82.8M +$2.25M +71,496 +3%
PWIA
65
Porter White Investment Advisors
Alabama
$81M -$714K -22,653 -0.9%
SIM
66
Stratos Investment Management
Ohio
$80.7M +$32.4M +1,027,322 +70%
RIP
67
RAM Investment Partners
Washington
$78.7M +$4.92M +156,084 +7%
SIAG
68
Safeguard Investment Advisory Group
California
$78.4M +$5.3M +168,031 +7%
LI
69
LRI Investments
Florida
$77.9M +$1.74M +55,329 +2%
WWP
70
Waypoint Wealth Partners
California
$75.9M -$952K -30,177 -1%
EC
71
Eaton-Cambridge
Arizona
$74.2M +$1.12M +35,589 +2%
Creative Planning
72
Creative Planning
Kansas
$74M +$10.4M +331,197 +17%
HIG
73
Heritage Investment Group
Florida
$73.4M +$851K +26,997 +1%
GWM
74
Grand Wealth Management
Michigan
$71.8M -$12.2M -388,157 -15%
RWM
75
Ruedi Wealth Management
Illinois
$71.6M -$1.92M -60,986 -3%