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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BEW
51
Burton Enright Welch
California
$112M +$1.81M +51,419 +2%
JWA
52
JFS Wealth Advisors
Pennsylvania
$110M +$3.98M +113,084 +4%
UWM
53
United Wealth Management
Virginia
$109M +$111M +3,141,750 New
CCA
54
Catalyst Capital Advisors
New York
$109M +$5.74M +162,917 +5%
MRC
55
Millburn Ridgefield Corp
New York
$109M +$5.74M +162,917 +5%
AssetMark Inc
56
AssetMark Inc
California
$106M -$2.81M -79,832 -3%
CSIA
57
Conrad Siegel Investment Advisors
Pennsylvania
$105M +$981K +27,858 +0.9%
AFG
58
Altiora Financial Group
Ohio
$105M -$2.92M -82,966 -3%
DF
59
DecisionPoint Financial
Arizona
$104M +$4.9M +139,038 +5%
IWC
60
Integrated Wealth Concepts
Massachusetts
$103M -$4.92M -139,703 -4%
NCM
61
New Capital Management
Texas
$102M -$19.3K -548 -0%
CWM
62
Core Wealth Management
Florida
$102M -$2.82M -80,088 -3%
MWP
63
Meridian Wealth Partners
Pennsylvania
$99.2M -$1.02M -28,952 -1%
B
64
BetterWealth
California
$98.5M -$2.71M -77,030 -3%
ZF
65
Zhang Financial
Michigan
$98M +$12.3M +349,509 +14%
AC
66
AWM Capital
Arizona
$93.6M -$1.06M -30,000 -1%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$93M +$47.5M +1,349,010 +101%
Osaic Holdings
68
Osaic Holdings
Arizona
$92.4M +$9.42M +267,353 +11%
RIP
69
RAM Investment Partners
Washington
$91.4M +$2.44M +69,269 +3%
SIAG
70
Safeguard Investment Advisory Group
California
$89.1M +$1.46M +41,370 +2%
WIM
71
Warwick Investment Management
Texas
$88.7M -$4.24M -120,285 -4%
PAS
72
Park Avenue Securities
New York
$88.2M +$9.73M +276,190 +12%
LI
73
LRI Investments
Florida
$85.9M +$405K +11,510 +0.5%
PWIA
74
Porter White Investment Advisors
Alabama
$85.9M -$1.1M -31,340 -1%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$85M -$9.67M -274,635 -10%