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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$44.7M +$801K +29,608 +2%
MGWA
102
Monument Group Wealth Advisors
Massachusetts
$43.8M +$40.6M +1,499,146 New
BCA
103
Ballentine Capital Advisors
South Carolina
$42.7M +$38.8M +1,433,944 New
BPA
104
Beacon Pointe Advisors
California
$42.4M +$5.44M +201,114 +16%
PWS
105
Paragon Wealth Strategies
Florida
$42.3M +$39.2M +1,448,051 New
Betterment LLC
106
Betterment LLC
New York
$41.9M +$8M +295,487 +26%
EA
107
Efficient Advisors
Ohio
$41.2M +$296K +10,952 +0.8%
CWR
108
Chico Wealth RIA
California
$41M -$147K -5,419 -0.4%
GFA
109
Grunden Financial Advisory
Texas
$41M +$37.9M +1,401,406 New
PAG
110
Private Advisor Group
New Jersey
$40.5M +$4.22M +155,797 +13%
CC
111
Capstone Capital
Nevada
$40.1M +$37.1M +1,372,066 New
SM
112
Sensible Money
Arizona
$39.9M +$2.78M +102,768 +8%
AWM
113
Austin Wealth Management
Texas
$39.1M -$1.85M -68,378 -5%
LFA
114
Lauterbach Financial Advisors
Texas
$39M -$77.8K -2,874 -0.2%
JP Morgan Chase
115
JP Morgan Chase
New York
$38.4M +$6.82M +252,036 +24%
SWG
116
Summit Wealth Group
Vermont
$37.7M +$634K +23,416 +2%
RCI
117
RS Crum Inc
California
$37.7M +$1.35M +49,969 +4%
Morgan Stanley
118
Morgan Stanley
New York
$37.3M +$28.2M +1,040,337 +441%
CSIA
119
Conrad Siegel Investment Advisors
Pennsylvania
$37.3M +$1.86M +68,570 +6%
PWM
120
PBMares Wealth Management
Virginia
$36.8M +$1.66M +61,444 +5%
BWA
121
BCU Wealth Advisors
Illinois
$36.7M +$34M +1,255,736 New
BAM
122
Bayshore Asset Management
Florida
$36.5M +$278K +10,279 +0.8%
RK
123
Rather & Kittrell
Tennessee
$36M +$624K +23,069 +2%
VAG
124
Vannoy Advisory Group
Texas
$35.5M +$32.8M +1,213,875 New
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$35.4M +$5.95M +219,785 +22%