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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFO
201
Aurelius Family Office
New Hampshire
$25M +$25.5M +724,019 New
PAM
202
Pacific Asset Management
Washington
$24.9M +$25.4M +721,137 New
BWM
203
BCO Wealth Management
New Mexico
$24.8M +$25.3M +717,246 New
RFP
204
RCS Financial Planning
Maryland
$24.7M +$1.43M +40,570 +6%
SW
205
Schulz Wealth
Texas
$24.6M +$173K +4,909 +0.7%
MWA
206
Mills Wealth Advisors
Texas
$24.5M +$1.02M +28,840 +4%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$24.5M +$1.44M +40,956 +6%
SFP
208
SwitchPoint Financial Planning
Utah
$24.2M +$24.6M +698,476 New
DWM
209
David Wealth Management
Virginia
$23.9M +$24.4M +692,030 New
QHA
210
Quarry Hill Advisors
Minnesota
$23.7M +$545K +15,473 +2%
VCM
211
Versant Capital Management
Arizona
$23.7M +$90.2K +2,561 +0.4%
BWA
212
Babb Wealth Advisors
Arizona
$23.6M +$24M +682,399 New
LAMC
213
Longview Asset Management (California)
California
$23.6M +$24M +682,221 New
ACA
214
American Capital Advisory
Idaho
$23.6M +$1.02M +29,042 +4%
CFGA
215
Cambridge Financial Group (Arizona)
Arizona
$23.1M +$1.74M +49,516 +8%
FA
216
Financial Alternatives
California
$22.1M +$1.02M +28,898 +5%
CFA
217
Cahill Financial Advisors
Minnesota
$22.1M -$1.65M -46,836 -7%
KAM
218
Kraft Asset Management
Tennessee
$21.9M -$1.91M -54,262 -8%
TW
219
Trajan Wealth
Arizona
$21.8M -$784K -22,265 -3%
NEWAS
220
N.E.W. Advisory Services
Wisconsin
$21.4M -$19.6K -556 -0.1%
BCI
221
Brinker Capital Investments
Pennsylvania
$21.1M +$2.07M +58,842 +11%
OPS
222
Orion Portfolio Solutions
Nebraska
$21.1M +$2.07M +58,842 +11%
FFG
223
Fiduciary Financial Group
California
$20.6M +$626K +17,789 +3%
LFGO
224
Legacy Financial Group (Oklahoma)
Oklahoma
$20.3M -$355K -10,094 -2%
SF
225
SageOak Financial
Oklahoma
$20.3M +$20.6M +585,726 New