We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$101M -$19.7M -503,620 -16%
EC
77
Eaton-Cambridge
Arizona
$101M +$1.5M +38,512 +2%
MWP
78
Meridian Wealth Partners
Pennsylvania
$98.5M -$6.4M -163,908 -6%
NA
79
NewEdge Advisors
Louisiana
$98.4M -$24.6M -630,366 -20%
PWIA
80
Porter White Investment Advisors
Alabama
$95.8M -$647K -16,587 -0.7%
Creative Planning
81
Creative Planning
Kansas
$95.7M +$2.89M +74,076 +3%
IA
82
Integrity Alliance
Iowa
$95.2M +$6.3M +161,487 +7%
PMIM
83
Prudent Man Investment Management
Colorado
$94.4M +$34.6M +885,247 +59%
LI
84
LRI Investments
Florida
$92.4M -$1.86M -47,534 -2%
RWM
85
Ruedi Wealth Management
Illinois
$92.4M +$6.69M +171,339 +8%
HIG
86
Heritage Investment Group
Florida
$91.4M +$3.37M +86,234 +4%
AssetMark Inc
87
AssetMark Inc
California
$90.6M -$941K -24,098 -1%
ATI
88
ARK & TLK Investments
Oklahoma
$90.6M +$8.76M +224,411 +11%
TWA
89
TCI Wealth Advisors
Arizona
$89.5M +$6.53M +167,430 +8%
SWA
90
ShankerValleau Wealth Advisors
Illinois
$88.1M -$1.39M -35,495 -2%
SIAG
91
Safeguard Investment Advisory Group
California
$86.3M -$4.43M -113,549 -5%
SHFA
92
SC&H Financial Advisors
Maryland
$86M +$1.86M +47,544 +2%
KAS
93
Kestra Advisory Services
Texas
$86M -$311K -7,964 -0.4%
VP
94
Verisail Partners
Georgia
$85.9M -$241K -6,174 -0.3%
KAM
95
KEB Asset Management
Illinois
$84M +$2.81M +71,881 +4%
GWM
96
Grand Wealth Management
Michigan
$82.6M +$2.26M +57,891 +3%
SWA
97
Sax Wealth Advisors
New Jersey
$81.4M -$751K -19,234 -0.9%
WCM
98
Warburton Capital Management
Oklahoma
$80.5M -$51.2K -1,311 -0.1%
SM
99
Sensible Money
Arizona
$80.4M +$2.17M +55,622 +3%
MGWA
100
Monument Group Wealth Advisors
Massachusetts
$77.9M +$997K +25,540 +1%