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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
PBMares Wealth Management
Virginia
$32.7M -$527K -20,429 -2%
BPA
102
Beacon Pointe Advisors
California
$32.6M -$5.78M -224,295 -16%
PFM
103
Phillips Financial Management
Indiana
$31.8M -$1.55M -60,210 -5%
SM
104
Sensible Money
Arizona
$30.8M +$6.87M +266,469 +31%
RLIM
105
Red Lighthouse Investment Management
New York
$30.2M -$131K -5,089 -0.5%
Creative Planning
106
Creative Planning
Kansas
$29.9M +$639K +24,808 +2%
RK
107
Rather & Kittrell
Tennessee
$29.8M +$1.94M +75,299 +7%
EWA
108
EP Wealth Advisors
California
$29.6M +$2.91K +113 +1%
AC
109
Applied Capital
Arkansas
$29.4M +$759K +29,445 +3%
FW
110
FirstPurpose Wealth
Utah
$29.3M +$1.76M +68,137 +7%
ZF
111
Zhang Financial
Michigan
$29.3M +$3.62M +140,513 +15%
CSIA
112
Conrad Siegel Investment Advisors
Pennsylvania
$29.3M +$3.04M +118,060 +12%
BJL
113
Brighton Jones LLC
Washington
$28.4M +$3.29M +127,627 +14%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$27.6M +$931K +36,136 +4%
CWM
115
Cherrydale Wealth Management
New Jersey
$27.2M -$681K -26,437 -3%
JP Morgan Chase
116
JP Morgan Chase
New York
$26.8M +$6.52M +253,040 +34%
LWM
117
Liberty Wealth Management
California
$26.5M -$4.26M -165,416 -14%
HSG
118
Helen Stephens Group
Texas
$26.5M +$1.47M +56,985 +6%
MG
119
Mather Group
Illinois
$26M +$665K +25,810 +3%
DWM
120
Dopkins Wealth Management
New York
$25.6M -$419K -16,269 -2%
MML Investors Services
121
MML Investors Services
Massachusetts
$25.4M +$6.14M +238,340 +34%
Betterment LLC
122
Betterment LLC
New York
$25.3M +$1.98M +76,660 +9%
WP
123
WMS Partners
Maryland
$25M -$75.2K -2,917 -0.3%
GWS
124
Glassman Wealth Services
Virginia
$24.7M +$134K +5,216 +0.6%
IA
125
IFG Advisory
Georgia
$24.6M -$343K -13,303 -1%