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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$4.64M +$4.57M +171,982 New
SCM
102
Southport Capital Management
Tennessee
$4.52M +$4.46M +167,655 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$4.52M +$4.45M +167,385 New
APA
104
American Portfolios Advisors
New York
$4.24M +$4.18M +157,189 New
LFAS
105
Level Four Advisory Services
Texas
$4.16M +$4.1M +154,204 New
MGIA
106
Moneta Group Investment Advisors
Missouri
$4.05M +$3.99M +150,148 New
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$3.82M +143,767 New
OPS
108
Orion Portfolio Solutions
Nebraska
$3.76M +$3.7M +139,220 New
GWS
109
Glassman Wealth Services
Virginia
$3.74M +$3.68M +138,589 New
SDWIA
110
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.71M +$3.65M +137,495 New
APW
111
Aurora Private Wealth
New Jersey
$3.7M +$3.64M +137,135 New
CA
112
CGN Advisors
Kansas
$3.35M +$3.3M +124,284 New
PA
113
Parallel Advisors
California
$3.19M +$3.15M +118,367 New
CG
114
Colony Group
Massachusetts
$3.13M +$3.08M +115,898 New
MCM
115
MAI Capital Management
Ohio
$2.93M +$2.89M +108,645 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$2.92M +$2.88M +108,256 New
Stifel Financial
117
Stifel Financial
Missouri
$2.91M +$2.86M +107,791 New
OIA
118
OneDigital Investment Advisors
Kansas
$2.78M +$2.74M +103,091 New
AWM
119
AE Wealth Management
Kansas
$2.65M +$2.61M +98,168 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$2.52M +$2.48M +93,446 New
BA
121
Bridgewater Advisors
New York
$2.51M +$2.47M +93,119 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$2.48M +$2.45M +92,038 New
TF
123
TIAA FSB
Florida
$2.47M +$2.44M +91,695 New
AWM
124
Aprio Wealth Management
Georgia
$2.46M +$2.42M +91,256 New
AM
125
Atwater Malick
Pennsylvania
$2.41M +$2.37M +89,211 New