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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
176
SageView Advisory Group
California
$9.97M +$9.99M +410,720 New
FA
177
Financial Alternatives
California
$9.7M +$9.72M +399,548 New
SC
178
Schubert & Co
Texas
$9.43M -$155K -6,375 -2%
RFC
179
Regions Financial Corp
Alabama
$9.28M +$321K +13,187 +4%
AW
180
Avion Wealth
Texas
$9.23M
DAS
181
Dynamic Advisor Solutions
Arizona
$9.17M +$1.03M +42,370 +13%
EWA
182
EverSource Wealth Advisors
Alabama
$9.12M +$584K +24,027 +7%
ASI
183
Advisory Services & Investments
Oregon
$9.06M -$476K -19,586 -5%
WAG
184
Winthrop Advisory Group
Massachusetts
$8.85M -$85.9K -3,531 -1%
MG
185
MilWealth Group
Wisconsin
$8.82M +$55.9K +2,299 +0.6%
WP
186
WealthSource Partners
California
$8.66M +$990K +40,683 +13%
FWP
187
Firethorn Wealth Partners
Georgia
$8.66M +$1.81M +74,292 +26%
JMPWA
188
JP Morgan Private Wealth Advisors
California
$8.56M -$117K -4,820 -1%
CWM
189
Cahill Wealth Management
Michigan
$7.89M +$4.5M +185,143 +161%
NA
190
NewEdge Advisors
Louisiana
$7.77M +$4.89M +201,037 +126%
CCA
191
Cravens & Co Advisors
Tennessee
$7.65M +$7.66M +315,079 New
MWM
192
Melfa Wealth Management
Massachusetts
$7.64M +$7.66M +314,857 New
VWA
193
Visionary Wealth Advisors
Illinois
$7.62M +$7.09M +291,443 +1,296%
WFA
194
Websterrogers Financial Advisors
South Carolina
$7.5M -$67.6K -2,778 -0.9%
CG
195
Colony Group
Massachusetts
$7.42M +$2.06M +84,516 +38%
SWP
196
Stratos Wealth Partners
Ohio
$7.39M +$909K +37,385 +14%
RA
197
RFG Advisory
Alabama
$7.28M +$811K +33,340 +14%
RWI
198
Red Wave Investments
Pennsylvania
$7.17M
PFO
199
Pathstone Family Office
New Jersey
$7.1M +$44.1K +1,813 +0.6%
Bank of America
200
Bank of America
North Carolina
$7.09M -$13.9M -572,928 -66%