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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Phillips Financial Management
Indiana
$25M -$1.42M -40,845 -5%
HIA
202
HTG Investment Advisors
Connecticut
$24.9M +$443K +12,759 +2%
RFP
203
Root Financial Partners
California
$24.6M -$1.14M -32,885 -4%
SW
204
Schulz Wealth
Texas
$24.3M +$880K +25,355 +4%
EWM
205
Empirical Wealth Management
Washington
$24.2M -$685K -19,719 -3%
AFO
206
Aurelius Family Office
New Hampshire
$23.9M +$60K +1,729 +0.2%
PAM
207
Pacific Asset Management
Washington
$23.6M -$250K -7,206 -1%
BCI
208
Brinker Capital Investments
Pennsylvania
$23.5M +$3.55M +102,304 +17%
OPS
209
Orion Portfolio Solutions
Nebraska
$23.5M +$3.55M +102,304 +17%
RFP
210
RCS Financial Planning
Maryland
$23.3M -$307K -8,857 -1%
QHA
211
Quarry Hill Advisors
Minnesota
$23.2M +$573K +16,505 +2%
ACA
212
American Capital Advisory
Idaho
$23.2M +$713K +20,541 +3%
NDWM
213
New Dimensions Wealth Management
Texas
$23.1M +$24.3M +700,115 New
SF
214
SageOak Financial
Oklahoma
$23.1M +$3.97M +114,350 +20%
DWM
215
David Wealth Management
Virginia
$23M +$175K +5,046 +0.7%
VCM
216
Versant Capital Management
Arizona
$22.8M +$211K +6,091 +0.9%
CCM
217
Cloud Capital Management
Washington
$22.7M +$23.9M +687,789 New
BWA
218
Babb Wealth Advisors
Arizona
$22.5M -$62.1K -1,790 -0.3%
SFP
219
SwitchPoint Financial Planning
Utah
$22.4M -$689K -19,849 -3%
LAMC
220
Longview Asset Management (California)
California
$22.3M -$192K -5,521 -0.8%
CFA
221
Cahill Financial Advisors
Minnesota
$21.9M +$895K +25,787 +4%
CFGA
222
Cambridge Financial Group (Arizona)
Arizona
$21.2M -$880K -25,355 -4%
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$21M +$671K +19,322 +3%
CWM
224
Cahill Wealth Management
Michigan
$20.8M +$2.74M +78,977 +14%
TW
225
Trajan Wealth
Arizona
$20.7M -$53.7K -1,547 -0.2%