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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthSource Partners
California
$8.53M -$555K -21,920 -6%
CCA
202
Cravens & Co Advisors
Tennessee
$8.44M +$411K +16,213 +5%
CWM
203
Cahill Wealth Management
Michigan
$7.93M +$286K +11,295 +4%
MWM
204
Melfa Wealth Management
Massachusetts
$7.88M -$144K -5,701 -2%
WFA
205
Websterrogers Financial Advisors
South Carolina
$7.88M +$1.65K +65 +0%
CWM
206
Cedar Wealth Management
California
$7.7M +$7.66M +302,298 New
AWM
207
AE Wealth Management
Kansas
$7.62M +$3.97M +156,593 +110%
PFO
208
Pathstone Family Office
New Jersey
$7.55M +$104K +4,116 +1%
SWP
209
Stratos Wealth Partners
Ohio
$7.52M -$231K -9,136 -3%
WW
210
Waterfront Wealth
Kansas
$7.43M +$5.57M +219,935 +308%
SOAG
211
Silver Oak Advisory Group
Oregon
$7.33M +$340K +13,417 +5%
RLWM
212
RF&L Wealth Management
Massachusetts
$7.26M +$51.3K +2,027 +0.7%
AL
213
Aspiriant LLC
California
$7.18M +$203 +8 +0%
1WM
214
1900 Wealth Management
Texas
$7.16M +$41.3K +1,629 +0.6%
MAM
215
McLean Asset Management
Virginia
$7.14M -$17.8M -701,012 -71%
RWI
216
Red Wave Investments
Pennsylvania
$7.06M -$462K -18,252 -6%
RRCM
217
Rappaport Reiches Capital Management
Illinois
$6.87M -$411K -16,207 -6%
SPI
218
Sutton Place Investors
New York
$6.78M +$11.7K +463 +0.2%
FOA
219
Five Oceans Advisors
California
$6.65M +$446K +17,599 +7%
OIA
220
OneDigital Investment Advisors
Kansas
$6.64M +$842K +33,222 +15%
FPCP
221
Fort Point Capital Partners
California
$6.56M
ACP
222
Aveo Capital Partners
Colorado
$6.55M +$619K +24,435 +10%
KOMWMG
223
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.52M +$5.4M +213,150 +498%
IFS
224
Intelligent Financial Strategies
Minnesota
$5.77M -$460K -18,165 -7%
RSWM
225
Robertson Stephens Wealth Management
California
$5.48M