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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
76
Warwick Investment Management
Texas
$83M -$1.7M -49,054 -2%
LI
77
LRI Investments
Florida
$79.5M -$2.56M -73,658 -3%
PAG
78
Private Advisor Group
New Jersey
$77.5M +$15.5M +445,744 +23%
HIG
79
Heritage Investment Group
Florida
$77.5M +$1.51M +43,442 +2%
WWP
80
Waypoint Wealth Partners
California
$77.1M +$1.13M +32,594 +1%
Creative Planning
81
Creative Planning
Kansas
$76.5M +$695K +20,024 +0.9%
EC
82
Eaton-Cambridge
Arizona
$76.3M -$392K -11,280 -0.5%
SWA
83
ShankerValleau Wealth Advisors
Illinois
$75.4M +$7.46M +214,968 +10%
WCM
84
Warburton Capital Management
Oklahoma
$74.2M -$437K -12,584 -0.6%
IA
85
Integrity Alliance
Iowa
$72.3M +$75.5M +2,174,216 +12,867%
SHFA
86
SC&H Financial Advisors
Maryland
$71.5M +$3.56M +102,626 +5%
RWM
87
Ruedi Wealth Management
Illinois
$70.2M -$451K -12,978 -0.6%
VP
88
Verisail Partners
Georgia
$70.2M +$2.31M +66,446 +3%
GWM
89
Grand Wealth Management
Michigan
$69.7M -$2.42M -69,763 -3%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$67.9M -$13.8M -396,512 -16%
TWA
91
TCI Wealth Advisors
Arizona
$67.9M +$1.96M +56,442 +3%
CA
92
Claris Advisors
Missouri
$66.9M -$353K -10,165 -0.5%
PCI
93
Planning Center Inc
Illinois
$66.7M -$2.26K -65 -0%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$66M -$1.63M -46,928 -2%
ALWM
95
Andrews Lucia Wealth Management
California
$65.9M -$109K -3,151 -0.2%
KAM
96
KEB Asset Management
Illinois
$65.5M +$9.55K +275 +0%
ATI
97
ARK & TLK Investments
Oklahoma
$65.3M +$446K +12,837 +0.7%
MGWA
98
Monument Group Wealth Advisors
Massachusetts
$64.7M +$3.35M +96,462 +5%
SWA
99
Sax Wealth Advisors
New Jersey
$64M -$553K -15,938 -0.8%
KAS
100
Kestra Advisory Services
Texas
$61.8M -$8.77M -252,579 -12%