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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
176
Delap Wealth Advisory
Oregon
$13.5M -$497K -19,280 -4%
FI
177
Financial Insights
Washington
$13.5M +$1.67M +64,691 +15%
WP
178
WealthSpring Partners
California
$13.3M -$226K -8,773 -2%
CAM
179
Cresset Asset Management
Illinois
$13.1M +$11.4M +442,116 +1,134%
MFG
180
Merit Financial Group
Georgia
$12.5M -$69K -2,677 -0.6%
RWM
181
Raffa Wealth Management
District of Columbia
$12.1M +$1.88M +72,908 +19%
CG
182
Colony Group
Massachusetts
$12.1M -$456K -17,710 -4%
EWA
183
EverSource Wealth Advisors
Alabama
$11.7M +$515K +19,965 +5%
FWP
184
Firethorn Wealth Partners
Georgia
$11.7M +$586K +22,746 +6%
DAS
185
Dynamic Advisor Solutions
Arizona
$11.6M +$1.9M +73,625 +21%
GWWM
186
Great Waters Wealth Management
Minnesota
$11.6M -$267K -10,351 -2%
PFG
187
Pinnacle Financial Group
Illinois
$11.6M +$538K +20,881 +5%
SAG
188
SageView Advisory Group
California
$11.1M -$92K -3,571 -0.9%
GLR
189
Great Lakes Retirement
Ohio
$10.9M +$10.3M +400,749 New
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$8.28M +321,244 +417%
SFA
191
Sequoia Financial Advisors
Ohio
$10.8M -$554K -21,498 -5%
SC
192
Schubert & Co
Texas
$10.5M +$10.1K +393 +0.1%
RFC
193
Regions Financial Corp
Alabama
$10.4M -$5.13K -199 -0.1%
AW
194
Avion Wealth
Texas
$10.3M -$828K -32,107 -8%
IAN
195
Integrated Advisors Network
Texas
$10.1M -$141K -5,474 -1%
WP
196
WealthSource Partners
California
$10.1M +$938K +36,398 +11%
ASI
197
Advisory Services & Investments
Oregon
$9.87M -$128K -4,985 -1%
WAG
198
Winthrop Advisory Group
Massachusetts
$9.8M -$87.8K -3,405 -0.9%
CTWM
199
Cherry Tree Wealth Management
Minnesota
$9.75M +$9.26M +359,100 New
MG
200
MilWealth Group
Wisconsin
$9.51M -$8.84K -343 -0.1%