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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
PBMares Wealth Management
Virginia
$45.3M +$2.64M +70,685 +6%
VAG
152
Vannoy Advisory Group
Texas
$45.2M -$675K -18,082 -2%
RK
153
Rather & Kittrell
Tennessee
$45.2M +$644K +17,247 +1%
DAS
154
Dynamic Advisor Solutions
Arizona
$45.1M +$1.67M +44,698 +4%
BAM
155
Bayshore Asset Management
Florida
$44.8M -$569K -15,249 -1%
CWM
156
Cherrydale Wealth Management
New Jersey
$44.8M -$307K -8,216 -0.7%
SCA
157
Strathmore Capital Advisors
North Carolina
$44.7M +$879K +23,544 +2%
AQR Capital Management
158
AQR Capital Management
Connecticut
$43.6M +$13.9M +371,267 +49%
DWS
159
Discipline Wealth Solutions
South Carolina
$43.3M +$6.13M +164,352 +17%
BWMG
160
Bannerman Wealth Management Group
Texas
$43.2M -$1.56M -41,928 -4%
NRWA
161
North Ridge Wealth Advisors
Oregon
$41.9M -$695K -18,623 -2%
EH
162
Equitable Holdings
New York
$41.9M -$195K -5,230 -0.5%
FWM
163
FMB Wealth Management
California
$41.7M +$4.1M +109,844 +11%
RLIM
164
Red Lighthouse Investment Management
New York
$41.7M +$231K +6,186 +0.6%
AHL
165
Abel Hall LLC
Louisiana
$39.9M +$2.25M +60,188 +6%
SIMC
166
Squire Investment Management Company
Utah
$39.7M +$1.38M +37,032 +4%
TWA
167
Trellis Wealth Advisors
California
$39.2M -$154K -4,127 -0.4%
VF
168
Vestment Financial
Minnesota
$39.1M +$147K +3,929 +0.4%
VFP
169
Vested Financial Planning
California
$37.6M +$686K +18,393 +2%
IA
170
IFG Advisory
Georgia
$37.5M +$284K +7,612 +0.8%
MML Investors Services
171
MML Investors Services
Massachusetts
$36.9M -$17.8M -477,828 -33%
PF
172
Parker Financial
Washington
$36.9M +$571K +15,304 +2%
DWM
173
Dopkins Wealth Management
New York
$36.5M -$16.5K -443 -0%
AWMNY
174
Arcadia Wealth Management (New York)
New York
$36.2M +$858 +23 +0%
MWA
175
Mills Wealth Advisors
Texas
$36M +$670K +17,956 +2%