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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Cherrydale Wealth Management
New Jersey
$38.4M +$61.4K +1,769 +0.2%
BAM
152
Bayshore Asset Management
Florida
$38M +$386K +11,131 +1%
DAS
153
Dynamic Advisor Solutions
Arizona
$37.1M +$1.34M +38,583 +4%
WAM
154
WNY Asset Management
New York
$36.1M -$3.81M -109,889 -9%
NRWA
155
North Ridge Wealth Advisors
Oregon
$36M +$1.43M +41,137 +4%
EH
156
Equitable Holdings
New York
$35.5M +$209K +6,010 +0.6%
RLIM
157
Red Lighthouse Investment Management
New York
$35.1M +$356K +10,263 +0.9%
AWM
158
Austin Wealth Management
Texas
$34.7M -$3.19M -91,999 -8%
BGWM
159
Bridge Generations Wealth Management
Florida
$34.4M +$406K +11,683 +1%
VFP
160
Vested Financial Planning
California
$34.3M -$2.06M -59,353 -5%
HIGP
161
Hill Investment Group Partners
Missouri
$34M -$136M -3,927,075 -79%
PWM
162
PBMares Wealth Management
Virginia
$32.9M -$2.54M -73,176 -7%
TWA
163
Trellis Wealth Advisors
California
$32.6M -$966K -27,813 -3%
VF
164
Vestment Financial
Minnesota
$32.3M +$721K +20,781 +2%
AHL
165
Abel Hall LLC
Louisiana
$32.2M +$2.18M +62,853 +7%
SIMC
166
Squire Investment Management Company
Utah
$32.1M +$1.46M +42,201 +5%
GVAG
167
Great Valley Advisor Group
Delaware
$31.6M +$738K +21,263 +2%
IA
168
IFG Advisory
Georgia
$31.5M +$678K +19,519 +2%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$31.4M -$37.4M -1,077,136 -53%
DWM
170
Dopkins Wealth Management
New York
$31.3M -$113K -3,268 -0.3%
PWMG
171
Private Wealth Management Group
New Jersey
$30.5M +$170K +4,908 +0.5%
HWM
172
HB Wealth Management
Georgia
$30.3M +$31M +892,914 +3,392%
CPIG
173
Chicago Partners Investment Group
Illinois
$30.3M -$984K -28,342 -3%
AFG
174
ABLE Financial Group
Arizona
$30.1M +$31.7M +913,854 New
AWMNY
175
Arcadia Wealth Management (New York)
New York
$30M +$744K +21,435 +2%