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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGWA
101
Monument Group Wealth Advisors
Massachusetts
$74.9M -$1.23M -33,060 -2%
BJL
102
Brighton Jones LLC
Washington
$74.4M +$997K +26,715 +1%
ALWM
103
Andrews Lucia Wealth Management
California
$71.6M -$201K -5,393 -0.3%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.1M -$2.86M -76,661 -4%
HWM
105
HB Wealth Management
Georgia
$70.9M -$502K -13,443 -0.7%
PWM
106
Parkshore Wealth Management
California
$70.7M +$3.73M +99,823 +6%
VW
107
Vance Wealth
California
$70.2M +$2.72M +72,840 +4%
BBNB
108
Baker Boyer National Bank
Washington
$69.8M -$94.2K -2,524 -0.1%
MWM
109
Mattern Wealth Management
Kansas
$69.5M -$370K -9,914 -0.5%
ODA
110
One Degree Advisors
California
$69M +$14.3M +383,549 +27%
MSWM
111
Master's Wealth Management
Pennsylvania
$68.1M +$212K +5,682 +0.3%
W
112
WorthPointe
California
$67.3M -$790K -21,163 -1%
JP Morgan Chase
113
JP Morgan Chase
New York
$66.9M +$2.19M +58,686 +3%
CC
114
Capstone Capital
Nevada
$66.4M -$522K -13,975 -0.8%
FMWA
115
Forvis Mazars Wealth Advisors
Missouri
$65.8M -$5.35M -143,362 -8%
THL
116
Tillman Hartley LLC
Colorado
$65.6M -$2.54M -68,078 -4%
SC
117
Shearwater Capital
Colorado
$65.3M -$373K -9,982 -0.6%
CWR
118
Chico Wealth RIA
California
$63.8M +$549K +14,708 +0.9%
Comerica Bank
119
Comerica Bank
Texas
$63M -$2.31M -61,944 -4%
SPWM
120
Straight Path Wealth Management
Michigan
$62.2M +$5.59M +149,793 +10%
EA
121
Efficient Advisors
Ohio
$61.8M +$1.37M +36,639 +2%
CCMI
122
Creative Capital Management Investments
California
$60.4M +$3.3M +88,416 +6%
PWM
123
Perigon Wealth Management
California
$60.3M -$636K -17,048 -1%
BCI
124
Brinker Capital Investments
Pennsylvania
$60.2M +$2.17M +58,210 +4%
CA
125
Claris Advisors
Missouri
$59.9M