We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
76
Summit Wealth Group
Vermont
$8.16M +$8.04M +302,617 New
AL
77
Aspiriant LLC
California
$7.74M +$7.62M +286,890 New
Betterment LLC
78
Betterment LLC
New York
$7.59M +$7.47M +281,292 New
CFA
79
Cahill Financial Advisors
Minnesota
$7.41M +$7.3M +274,635 New
KOMWMG
80
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.39M +$7.28M +273,790 New
COF
81
Capital One Financial
Virginia
$6.9M +$6.8M +255,729 New
BJL
82
Brighton Jones LLC
Washington
$6.88M +$6.78M +255,061 New
Creative Planning
83
Creative Planning
Kansas
$6.84M +$6.74M +253,484 New
ZF
84
Zhang Financial
Michigan
$6.83M +$6.73M +253,082 New
JMPWA
85
JP Morgan Private Wealth Advisors
California
$6.45M +$6.35M +239,071 New
AWP
86
Abacus Wealth Partners
California
$6.35M +$6.26M +235,430 New
WFA
87
Wipfli Financial Advisors
Wisconsin
$6.29M +$6.19M +233,029 New
SIAG
88
Safeguard Investment Advisory Group
California
$6.25M +$6.16M +231,746 New
PAS
89
Park Avenue Securities
New York
$6.01M +$5.92M +222,896 New
RSWM
90
Robertson Stephens Wealth Management
California
$5.96M +$5.87M +220,950 New
EWA
91
EP Wealth Advisors
California
$5.82M +$5.73M +215,557 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$5.78M +$5.69M +214,241 New
DAS
93
Dynamic Advisor Solutions
Arizona
$5.42M +$5.33M +200,716 New
NAS
94
Nicolet Advisory Services
Wisconsin
$5.29M +$5.21M +196,027 New
MAM
95
McCarthy Asset Management
California
$5.2M +$5.12M +192,699 New
RPCA
96
Running Point Capital Advisors
California
$5.2M +$5.12M +192,599 New
NHC
97
Nicholas Hoffman & Company
Georgia
$5.03M +$4.95M +186,373 New
BWA
98
BlueSky Wealth Advisors
North Carolina
$4.97M +$4.89M +184,199 New
PWA
99
Physician Wealth Advisors
Utah
$4.81M +$4.77M +179,558 New
Northern Trust
100
Northern Trust
Illinois
$4.72M +$4.65M +174,947 New