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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
$935M -$5.15M -188,143 -0.6%
FFM
2
Forum Financial Management
Illinois
$777M +$84.9M +3,102,524 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$442M +$20.5M +747,011 +5%
PL
4
Plancorp LLC
Missouri
$318M +$1.72M +62,679 +0.5%
SIC
5
SJS Investment Consulting
Ohio
$198M +$944K +34,470 +0.5%
HighTower Advisors
6
HighTower Advisors
Illinois
$190M +$504K +18,413 +0.3%
GA
7
Greenspring Advisors
Maryland
$186M +$1.17M +42,565 +0.6%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$172M +$44.3M +1,618,409 +35%
RWM
9
Rockwood Wealth Management
Pennsylvania
$147M +$12.3M +448,570 +9%
SC
10
Savant Capital
Illinois
$139M -$1.89M -69,208 -1%
PO
11
Private Ocean
California
$138M -$1.5M -54,769 -1%
TWP
12
TFO Wealth Partners
Ohio
$137M -$1.95M -71,332 -1%
CFA
13
Capstone Financial Advisors
Illinois
$130M +$3.45M +126,172 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$130M -$2.73M -99,773 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$125M +$31.5M +1,149,468 +34%
MWA
16
Monograph Wealth Advisors
California
$121M +$11.9M +436,382 +11%
JTWM
17
Jackson Thornton Wealth Management
Alabama
$120M +$1.78M +65,166 +2%
AAM
18
Austin Asset Management
Texas
$117M -$1.26M -46,130 -1%
PFA
19
Pure Financial Advisors
California
$116M -$4.21M -153,633 -4%
CPA
20
Cardiff Park Advisors
California
$111M -$2.51M -91,760 -2%
EAM
21
Evanson Asset Management
California
$99.3M -$9.74M -355,876 -9%
MWP
22
Meridian Wealth Partners
Pennsylvania
$92.2M +$317K +11,572 +0.3%
TFP
23
Triune Financial Partners
Kansas
$86.5M +$408K +14,911 +0.5%
WIM
24
Warwick Investment Management
Texas
$77.1M -$519K -18,950 -0.7%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$76.9M -$2.32M -84,837 -3%