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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$825K +$812K +30,564 New
PIA
202
Perennial Investment Advisors
California
$823K +$811K +30,505 New
1WM
203
1900 Wealth Management
Texas
$821K +$809K +30,441 New
CMBA
204
C.M. Bidwell & Associates
Hawaii
$820K +$808K +30,404 New
FSWA
205
Financial Synergies Wealth Advisors
Texas
$819K +$807K +30,359 New
GSWM
206
Golden State Wealth Management
California
$814K +$802K +30,177 New
IWM
207
IHT Wealth Management
Illinois
$806K +$794K +29,877 New
BMD
208
Better Money Decisions
New Mexico
$800K +$788K +29,670 New
SF
209
Symphony Financial
Texas
$777K +$772K +29,057 New
MPW
210
Monterey Private Wealth
California
$776K +$764K +28,752 New
CAI
211
Capital Advisors Inc
Oklahoma
$770K +$758K +28,540 New
UWM
212
USAdvisors Wealth Management
Minnesota
$767K +$756K +28,434 New
KA
213
Kovack Advisors
Florida
$755K +$744K +27,994 New
DJSG
214
D.J. St. Germain
Massachusetts
$747K +$736K +27,689 New
Goldman Sachs
215
Goldman Sachs
New York
$745K +$734K +27,630 New
JIC
216
Johnson Investment Counsel
Ohio
$744K +$733K +27,571 New
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$725K +$393K +14,779 New
Natixis Advisors
218
Natixis Advisors
Massachusetts
$725K +$714K +26,855 New
BPA
219
Beacon Pointe Advisors
California
$721K +$710K +26,732 New
H
220
HoyleCohen
California
$717K +$706K +26,577 New
BAM
221
Belpointe Asset Management
Nevada
$713K +$702K +26,427 New
SWP
222
Stratos Wealth Partners
Ohio
$702K +$691K +26,014 New
3LCM
223
3D/L Capital Management
Connecticut
$687K +$676K +25,455 New
CFS
224
CRA Financial Services
New Jersey
$680K +$670K +25,196 New
RPSA
225
Richard P. Slaughter Associates
Texas
$679K +$669K +25,188 New