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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$3.19B +$93.4M +3,686,805 +2,619%
FFM
2
Forum Financial Management
Illinois
$868M +$39M +1,540,955 +5%
BSW
3
Buckingham Strategic Wealth
Missouri
$861M
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$724M +$159M +6,270,617 +28%
LPL Financial
5
LPL Financial
California
$427M +$20M +788,683 +5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$390M +$127M +4,995,807 +48%
PL
7
Plancorp LLC
Missouri
$285M -$290K -11,447 -0.1%
SIC
8
SJS Investment Consulting
Ohio
$211M +$4.55M +179,687 +2%
GA
9
Greenspring Advisors
Maryland
$198M +$29.8M +1,177,468 +18%
RWM
10
Rockwood Wealth Management
Pennsylvania
$194M +$22.9M +902,956 +13%
HighTower Advisors
11
HighTower Advisors
Illinois
$191M +$29.4M +1,162,536 +18%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$184M +$26M +1,025,521 +17%
GWA
13
Geometric Wealth Advisors
District of Columbia
$142M +$13.9M +549,663 +11%
MWA
14
Monograph Wealth Advisors
California
$139M +$2M +79,000 +1%
SC
15
Savant Capital
Illinois
$137M +$3.87M +152,848 +3%
CFA
16
Capstone Financial Advisors
Illinois
$134M +$1.93M +76,076 +1%
PO
17
Private Ocean
California
$129M -$7.87M -310,759 -6%
Corient Private Wealth
18
Corient Private Wealth
Florida
$126M +$14.5M +571,984 +13%
HFS
19
Heritage Financial Services
Massachusetts
$126M +$22.4M +885,896 +22%
PFA
20
Pure Financial Advisors
California
$120M +$4.23M +167,018 +4%
MWM
21
Modera Wealth Management
New Jersey
$117M +$590K +23,302 +0.5%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$116M +$829K +32,731 +0.7%
TWP
23
TFO Wealth Partners
Ohio
$116M +$104M +4,111,645 +925%
CPA
24
Cardiff Park Advisors
California
$113M +$1.12M +44,070 +1%
AAM
25
Austin Asset Management
Texas
$109M -$614K -24,241 -0.6%