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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
$797M +$8.14M +321,450 +0.9%
FFM
2
Forum Financial Management
Illinois
$704M +$51.4M +2,031,721 +7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$365M -$8.79M -347,276 -2%
LPL Financial
4
LPL Financial
California
$348M +$378M +14,943,726 New
PL
5
Plancorp LLC
Missouri
$267M -$2.07M -81,699 -0.7%
GA
6
Greenspring Advisors
Maryland
$157M +$222K +8,770 +0.1%
HighTower Advisors
7
HighTower Advisors
Illinois
$154M -$7.96M -314,396 -5%
FPAS
8
Focus Partners Advisor Solutions
Missouri
$153M +$8.44M +333,472 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$139M +$36.4M +1,438,628 +32%
RWM
10
Rockwood Wealth Management
Pennsylvania
$132M +$8.24M +325,307 +6%
SC
11
Savant Capital
Illinois
$116M -$1.84M -72,589 -1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$110M +$111K +4,399 +0.1%
TWP
13
TFO Wealth Partners
Ohio
$110M -$6.88M -271,805 -5%
PO
14
Private Ocean
California
$110M -$7.33M -289,535 -6%
MWA
15
Monograph Wealth Advisors
California
$102M -$435K -17,183 -0.4%
JTWM
16
Jackson Thornton Wealth Management
Alabama
$100M -$828K -32,705 -0.8%
AAM
17
Austin Asset Management
Texas
$99.7M +$792K +31,269 +0.7%
PFA
18
Pure Financial Advisors
California
$97.7M -$458K -18,093 -0.4%
CFA
19
Capstone Financial Advisors
Illinois
$97.5M -$13.7M -541,656 -11%
CPA
20
Cardiff Park Advisors
California
$95.9M +$2.25M +89,048 +2%
GWA
21
Geometric Wealth Advisors
District of Columbia
$88.2M +$95.8M +3,783,638 New
EAM
22
Evanson Asset Management
California
$86.6M +$3.01M +118,856 +3%
MWP
23
Meridian Wealth Partners
Pennsylvania
$77.5M -$389K -15,355 -0.5%
TFP
24
Triune Financial Partners
Kansas
$74.6M +$1.59M +62,682 +2%
HIGP
25
Hill Investment Group Partners
Missouri
$73.1M +$13.4M +531,123 +20%