We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Shearwater Capital
Colorado
$40.5M +$1.36M +53,502 +3%
PAG
77
Private Advisor Group
New Jersey
$40.2M +$545K +21,525 +1%
TWA
78
TCI Wealth Advisors
Arizona
$38.3M +$1.57M +61,815 +4%
VW
79
Vance Wealth
California
$38.1M +$2.01M +79,537 +6%
PWM
80
Perigon Wealth Management
California
$38.1M -$129K -5,092 -0.3%
SIAG
81
Safeguard Investment Advisory Group
California
$37.8M +$31.4M +1,238,023 +500%
PAS
82
Park Avenue Securities
New York
$37.5M +$3.65M +143,936 +11%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$37.4M +$1.05M +41,618 +3%
DF
84
DecisionPoint Financial
Arizona
$37M +$4.34M +171,214 +13%
BPA
85
Beacon Pointe Advisors
California
$36.3M +$1.94M +76,691 +6%
CA
86
Claris Advisors
Missouri
$36.1M +$3.17M +125,296 +10%
EA
87
Efficient Advisors
Ohio
$35.8M +$1.72M +67,892 +5%
BAM
88
Bayshore Asset Management
Florida
$33.2M +$1.11M +43,710 +3%
LFA
89
Lauterbach Financial Advisors
Texas
$33.2M +$110K +4,326 +0.3%
CWR
90
Chico Wealth RIA
California
$32.8M -$7.69M -303,389 -19%
KAS
91
Kestra Advisory Services
Texas
$32.6M -$6.23M -245,881 -16%
LNC
92
Lincoln National Corp
Pennsylvania
$32.2M -$7.95M -313,747 -20%
SHFA
93
SC&H Financial Advisors
Maryland
$32M +$5.44M +214,880 +21%
TWD
94
True Wealth Design
Ohio
$31.5M +$1.49M +58,736 +5%
PFM
95
Phillips Financial Management
Indiana
$31.4M +$3.5M +138,242 +13%
PWM
96
PBMares Wealth Management
Virginia
$31.3M +$47.9K +1,891 +0.2%
RCI
97
RS Crum Inc
California
$30.6M -$460K -18,152 -1%
CPIG
98
Chicago Partners Investment Group
Illinois
$30.5M +$3.92M +154,652 +15%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$29.5M +$29.4M +1,159,493 New
LWM
100
Liberty Wealth Management
California
$29M +$28.9M +1,140,874 New