We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Stratos Investment Management
Ohio
$109M -$52.2M -1,504,016 -31%
BEW
52
Burton Enright Welch
California
$109M +$2.71M +78,071 +2%
JWA
53
JFS Wealth Advisors
Pennsylvania
$109M +$4.23M +121,742 +4%
DF
54
DecisionPoint Financial
Arizona
$105M +$6.78M +195,363 +7%
ZF
55
Zhang Financial
Michigan
$104M +$10.9M +314,732 +11%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$104M +$15.6M +448,499 +17%
AssetMark Inc
57
AssetMark Inc
California
$102M +$527K +15,189 +0.5%
Financial Engines Advisors
58
Financial Engines Advisors
California
$102M -$5.65M -162,677 -5%
RIM
59
Rockbridge Investment Management
New York
$101M +$31.8M +915,289 +42%
AFG
60
Altiora Financial Group
Ohio
$100M +$557K +16,046 +0.5%
VBA
61
von Borstel & Associates
Oregon
$100M +$26.4M +760,676 +33%
CSIA
62
Conrad Siegel Investment Advisors
Pennsylvania
$99.6M -$479K -13,799 -0.5%
IWC
63
Integrated Wealth Concepts
Massachusetts
$98.5M +$379K +10,905 +0.4%
CWM
64
Core Wealth Management
Florida
$97.3M -$138K -3,969 -0.1%
PAS
65
Park Avenue Securities
New York
$92.8M +$9.15M +263,582 +10%
NCM
66
New Capital Management
Texas
$92M -$5.85M -168,644 -6%
AC
67
AWM Capital
Arizona
$91.5M +$2.29M +65,932 +2%
MWP
68
Meridian Wealth Partners
Pennsylvania
$90.7M -$4.11M -118,263 -4%
B
69
BetterWealth
California
$90.4M -$3.8M -109,547 -4%
HIA
70
HFM Investment Advisors
New Jersey
$89.6M +$94.3M +2,716,978 New
RIP
71
RAM Investment Partners
Washington
$85.7M -$1.54M -44,275 -2%
SIAG
72
Safeguard Investment Advisory Group
California
$84.5M -$431K -12,430 -0.5%
Betterment LLC
73
Betterment LLC
New York
$84.2M +$9.81M +282,684 +12%
BWA
74
BCU Wealth Advisors
Illinois
$84M +$13.2M +379,735 +18%
PWIA
75
Porter White Investment Advisors
Alabama
$83.7M +$1.98M +57,050 +2%