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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
151
Cypress Point Wealth Management
Texas
$38.8M +$3.5M +99,386 +10%
WAN
152
Wealth Advisors Northwest
Oregon
$38.8M +$39.5M +1,120,522 New
FS
153
Financial Symmetry
North Carolina
$38.4M +$2.29M +65,059 +6%
VFP
154
Vested Financial Planning
California
$38M +$38.7M +1,099,986 New
RLIM
155
Red Lighthouse Investment Management
New York
$37.6M -$304K -8,633 -0.8%
DAS
156
Dynamic Advisor Solutions
Arizona
$37.6M +$875K +24,859 +2%
EH
157
Equitable Holdings
New York
$37.1M +$298K +8,470 +0.8%
PWM
158
PBMares Wealth Management
Virginia
$37.1M +$465K +13,190 +1%
NRWA
159
North Ridge Wealth Advisors
Oregon
$36.4M -$782K -22,195 -2%
BGWM
160
Bridge Generations Wealth Management
Florida
$35.7M +$36.3M +1,030,895 New
TWA
161
Trellis Wealth Advisors
California
$35.1M +$523K +14,841 +1%
PCM
162
Passive Capital Management
Maryland
$35M +$1.04M +29,462 +3%
CPIG
163
Chicago Partners Investment Group
Illinois
$33.2M -$72.5K -2,058 -0.2%
VF
164
Vestment Financial
Minnesota
$33.1M +$33.6M +953,698 New
DWM
165
Dopkins Wealth Management
New York
$32.9M +$2.73M +77,481 +9%
GVAG
166
Great Valley Advisor Group
Delaware
$32.4M -$6.23M -176,819 -16%
IA
167
IFG Advisory
Georgia
$32.4M +$812K +23,067 +3%
SIMC
168
Squire Investment Management Company
Utah
$32.2M +$951K +27,000 +3%
PWMG
169
Private Wealth Management Group
New Jersey
$31.8M +$193K +5,476 +0.6%
AHL
170
Abel Hall LLC
Louisiana
$31.6M -$36.6K -1,038 -0.1%
LWM
171
Liberty Wealth Management
California
$31.4M -$171K -4,864 -0.5%
WG
172
Watchman Group
Texas
$31.2M -$408K -11,594 -1%
WP
173
WMS Partners
Maryland
$31M -$18.8K -534 -0.1%
AWMNY
174
Arcadia Wealth Management (New York)
New York
$30.7M +$31.3M +888,650 New
DPW
175
DiNuzzo Private Wealth
Pennsylvania
$30.4M -$1.47M -41,610 -5%