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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
$765M +$4.02M +163,750 +0.5%
FFM
2
Forum Financial Management
Illinois
$702M +$33M +1,342,297 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$356M +$7.79M +317,458 +2%
LPL Financial
4
LPL Financial
California
$349M +$18.6M +755,636 +5%
PL
5
Plancorp LLC
Missouri
$255M +$529K +21,535 +0.2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$250M +$115M +4,666,734 +71%
SIC
7
SJS Investment Consulting
Ohio
$170M +$188M +7,647,232 New
GA
8
Greenspring Advisors
Maryland
$150M +$224K +9,118 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$148M +$16.4M +668,745 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$142M -$5.14M -209,494 -3%
RWM
11
Rockwood Wealth Management
Pennsylvania
$130M +$4.59M +186,974 +3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$120M +$17M +693,033 +15%
CFA
13
Capstone Financial Advisors
Illinois
$114M +$22.6M +919,823 +22%
SC
14
Savant Capital
Illinois
$108M -$2.25M -91,728 -2%
GWA
15
Geometric Wealth Advisors
District of Columbia
$107M +$25.6M +1,040,985 +28%
PO
16
Private Ocean
California
$107M +$2.09M +84,983 +2%
TWP
17
TFO Wealth Partners
Ohio
$103M -$1.95M -79,318 -2%
MWA
18
Monograph Wealth Advisors
California
$101M +$4.1M +166,830 +4%
JTWM
19
Jackson Thornton Wealth Management
Alabama
$97.5M +$2.04M +83,109 +2%
PFA
20
Pure Financial Advisors
California
$96.8M +$3.86M +157,294 +4%
AAM
21
Austin Asset Management
Texas
$96.1M +$1.01M +41,171 +1%
CPA
22
Cardiff Park Advisors
California
$90.3M -$1.32M -53,737 -1%
EAM
23
Evanson Asset Management
California
$83M +$333K +13,558 +0.4%
Cerity Partners
24
Cerity Partners
New York
$79M +$83.7M +3,411,219 +2,425%
HFS
25
Heritage Financial Services
Massachusetts
$74.8M +$7.61M +310,075 +10%