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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
126
Forvis Mazars Wealth Advisors
Missouri
$62.7M -$4.79M -122,681 -7%
FS
127
Financial Symmetry
North Carolina
$62.6M +$2.3M +58,805 +4%
FIA
128
Foundations Investment Advisors
Arizona
$62.5M +$34.4M +880,512 +126%
BCA
129
Ballentine Capital Advisors
South Carolina
$61.4M +$1.1M +28,110 +2%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$61.3M +$1.17M +29,884 +2%
PWM
131
Perigon Wealth Management
California
$61.1M -$767K -19,661 -1%
GWS
132
Glassman Wealth Services
Virginia
$60.5M +$896K +22,952 +2%
AQR Capital Management
133
AQR Capital Management
Connecticut
$59.7M +$14.8M +378,063 +33%
CPA
134
Capital Performance Advisors
California
$58.4M -$916K -23,474 -2%
MCM
135
Morton Capital Management
California
$56.2M +$2.31M +59,187 +4%
SCA
136
Strathmore Capital Advisors
North Carolina
$55.8M +$9.76M +249,934 +22%
GFA
137
Grunden Financial Advisory
Texas
$54.7M -$1.35M -34,596 -2%
UBS Group
138
UBS Group
Switzerland
$54.5M -$231K -5,928 -0.4%
EWA
139
EP Wealth Advisors
California
$54.5M +$53.7M +1,375,525 New
ACM
140
Aspen Capital Management
Idaho
$54.4M +$3.01M +77,225 +6%
WAN
141
Wealth Advisors Northwest
Oregon
$54.3M +$3.82M +97,874 +8%
TWD
142
True Wealth Design
Ohio
$54M -$758K -19,433 -1%
AC
143
Applied Capital
Arkansas
$53.5M +$978K +25,063 +2%
PCM
144
Passive Capital Management
Maryland
$53.4M +$1.81M +46,354 +4%
EA
145
Efficient Advisors
Ohio
$52.5M -$10.7M -275,273 -17%
CPWM
146
Cypress Point Wealth Management
Texas
$51.7M +$1.7M +43,633 +3%
TCOTS
147
Trust Company of the South
North Carolina
$51M -$847K -21,705 -2%
NWM
148
Northwest Wealth Management
Iowa
$49.9M -$419K -10,732 -0.8%
LFA
149
Lauterbach Financial Advisors
Texas
$49.5M -$539K -13,800 -1%
RCI
150
RS Crum Inc
California
$49.4M -$312K -7,984 -0.6%