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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWIA
76
Porter White Investment Advisors
Alabama
$87.6M -$3.13M -93,737 -4%
WWP
77
Waypoint Wealth Partners
California
$87.6M +$3.55M +106,471 +5%
LI
78
LRI Investments
Florida
$85.9M -$415K -12,447 -0.5%
WCM
79
Warburton Capital Management
Oklahoma
$85.2M +$1.97M +59,167 +3%
AssetMark Inc
80
AssetMark Inc
California
$84.4M -$24.6M -738,376 -24%
Creative Planning
81
Creative Planning
Kansas
$83.7M +$575K +17,231 +0.7%
SWA
82
ShankerValleau Wealth Advisors
Illinois
$82.5M +$463K +13,868 +0.6%
HIG
83
Heritage Investment Group
Florida
$79.3M -$4.57M -136,867 -6%
IA
84
Integrity Alliance
Iowa
$79.1M +$560K +16,783 +0.8%
VP
85
Verisail Partners
Georgia
$78.5M +$2.07M +61,973 +3%
RWM
86
Ruedi Wealth Management
Illinois
$77.1M +$731K +21,925 +1%
SHFA
87
SC&H Financial Advisors
Maryland
$76.2M -$1.37M -41,008 -2%
SWA
88
Sax Wealth Advisors
New Jersey
$76M +$6.05M +181,408 +9%
PCI
89
Planning Center Inc
Illinois
$75.1M +$2.4M +71,994 +4%
GWM
90
Grand Wealth Management
Michigan
$73.3M -$2.22M -66,439 -3%
ATI
91
ARK & TLK Investments
Oklahoma
$72.9M +$1.76M +52,813 +3%
KAM
92
KEB Asset Management
Illinois
$72M +$771K +23,122 +1%
TWA
93
TCI Wealth Advisors
Arizona
$71.8M -$1.8M -53,973 -3%
KAS
94
Kestra Advisory Services
Texas
$71.1M +$3.72M +111,651 +6%
HNWA
95
Henrickson Nauta Wealth Advisors
Michigan
$71M +$2.17M +64,989 +3%
MGWA
96
Monument Group Wealth Advisors
Massachusetts
$70.8M +$432K +12,948 +0.7%
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$68.8M -$2.67M -80,097 -4%
BJL
98
Brighton Jones LLC
Washington
$68.2M +$2.9M +86,806 +5%
SM
99
Sensible Money
Arizona
$67.7M +$2.89M +86,705 +5%
ALWM
100
Andrews Lucia Wealth Management
California
$66.7M -$1.44M -43,110 -2%