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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
76
FirstPurpose Wealth
Utah
$30.1M +$29.3M +1,039,349 New
MG
77
Mather Group
Illinois
$28.7M +$2.4M +84,972 +9%
MAM
78
McLean Asset Management
Virginia
$27.2M +$191K +6,775 +0.7%
IA
79
IFG Advisory
Georgia
$26.9M +$25.5K +903 +0.1%
PWM
80
PBMares Wealth Management
Virginia
$26.9M +$5.84M +206,996 +29%
PCI
81
Planning Center Inc
Illinois
$26.7M +$27.1M +959,289 New
Mariner
82
Mariner
Kansas
$26.6M +$806K +28,555 +3%
CS
83
Comerica Securities
Michigan
$26.5M -$2.34M -83,044 -8%
EWM
84
Empirical Wealth Management
Washington
$26.4M +$257K +9,092 +1%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$25.9M +$76.2K +2,702 +0.3%
MML Investors Services
86
MML Investors Services
Massachusetts
$25.6M +$2.15M +76,254 +9%
SFS
87
Sowell Financial Services
Arkansas
$25.4M +$24.7M +876,355 New
CWM
88
Cherrydale Wealth Management
New Jersey
$25.1M +$24.4M +865,700 New
UCFA
89
United Capital Financial Advisors
Texas
$24.6M -$1.29M -45,880 -5%
CSIA
90
Conrad Siegel Investment Advisors
Pennsylvania
$24.2M +$25.7M +909,405 New
BFS
91
Beacon Financial Strategies
North Carolina
$23.9M
VW
92
Vance Wealth
California
$23.9M +$23.2M +823,252 New
KAM
93
Kraft Asset Management
Tennessee
$23.3M +$22.7M +803,589 New
AF
94
Advisornet Financial
Minnesota
$21.6M +$1.38M +48,896 +7%
SWM
95
Soundmark Wealth Management
Washington
$21.6M -$19.3M -683,470 -48%
CPIG
96
Chicago Partners Investment Group
Illinois
$21.3M +$2.35M +83,376 +12%
NWM
97
Northwest Wealth Management
Iowa
$21.3M +$1.88M +66,532 +10%
SSC
98
Syverson Strege & Co
Iowa
$20.2M +$1.23M +43,438 +7%
EH
99
Equitable Holdings
New York
$20M +$1.19M +42,051 +6%
VCM
100
Versant Capital Management
Arizona
$20M +$351K +12,448 +2%