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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$987M -$1.73M -61,262 -0.2%
FFM
2
Forum Financial Management
Illinois
$727M +$708M +25,084,316 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$443M -$15M -531,600 -3%
LPL Financial
4
LPL Financial
California
$391M -$2.49M -88,119 -0.6%
PL
5
Plancorp LLC
Missouri
$332M -$541K -19,165 -0.2%
SIC
6
SJS Investment Consulting
Ohio
$207M +$202M +7,154,141 New
HighTower Advisors
7
HighTower Advisors
Illinois
$199M -$234K -8,301 -0.1%
GA
8
Greenspring Advisors
Maryland
$194M +$189M +6,697,412 New
SC
9
Savant Capital
Illinois
$148M -$3M -106,454 -2%
PO
10
Private Ocean
California
$146M -$7.69M -272,346 -5%
TWP
11
TFO Wealth Partners
Ohio
$144M -$213K -7,563 -0.1%
RWM
12
Rockwood Wealth Management
Pennsylvania
$141M +$138M +4,880,302 New
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$140M -$2.52M -89,229 -2%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$134M +$131M +4,632,512 New
CFA
15
Capstone Financial Advisors
Illinois
$133M +$6M +212,503 +5%
PFA
16
Pure Financial Advisors
California
$126M +$2M +71,031 +2%
AAM
17
Austin Asset Management
Texas
$124M +$121M +4,295,399 New
JTWM
18
Jackson Thornton Wealth Management
Alabama
$124M +$120M +4,269,072 New
CPA
19
Cardiff Park Advisors
California
$119M +$116M +4,117,552 New
EAM
20
Evanson Asset Management
California
$115M -$9.24M -327,546 -8%
MWA
21
Monograph Wealth Advisors
California
$114M +$111M +3,950,896 New
GWA
22
Geometric Wealth Advisors
District of Columbia
$103M +$101M +3,571,656 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$97.9M +$22.6M +800,604 +31%
MWP
24
Meridian Wealth Partners
Pennsylvania
$96.5M +$486K +17,227 +0.5%
TFP
25
Triune Financial Partners
Kansas
$90.4M +$88.1M +3,122,046 New