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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.13B +$342M +13,257,874 +47%
FFM
2
Forum Financial Management
Illinois
$1.06B +$131M +5,099,553 +15%
BSW
3
Buckingham Strategic Wealth
Missouri
$1.01B +$45.9M +1,779,453 +5%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$779M +$345M +13,398,393 +88%
LPL Financial
5
LPL Financial
California
$485M +$28.3M +1,097,212 +7%
PL
6
Plancorp LLC
Missouri
$303M -$164K -6,378 -0.1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$266M +$32.6M +1,265,850 +15%
SIC
8
SJS Investment Consulting
Ohio
$231M +$5.23M +202,814 +2%
RWM
9
Rockwood Wealth Management
Pennsylvania
$225M +$17.2M +668,134 +9%
HighTower Advisors
10
HighTower Advisors
Illinois
$194M -$8.79M -341,080 -5%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$188M -$7.51M -291,450 -4%
GA
12
Greenspring Advisors
Maryland
$186M -$24.2M -939,799 -12%
GWA
13
Geometric Wealth Advisors
District of Columbia
$162M +$7.19M +278,788 +5%
MWA
14
Monograph Wealth Advisors
California
$156M +$7.22M +280,026 +5%
SC
15
Savant Capital
Illinois
$155M +$9.43M +365,823 +7%
PO
16
Private Ocean
California
$153M +$14.6M +566,324 +11%
CFA
17
Capstone Financial Advisors
Illinois
$144M +$1.22M +47,360 +0.9%
HFS
18
Heritage Financial Services
Massachusetts
$142M +$8.02M +311,156 +6%
MWM
19
Modera Wealth Management
New Jersey
$141M +$15.4M +597,457 +13%
Corient Private Wealth
20
Corient Private Wealth
Florida
$137M +$3.11M +120,728 +2%
PFA
21
Pure Financial Advisors
California
$131M +$2.96M +115,005 +2%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$127M +$2.68M +104,038 +2%
TWP
23
TFO Wealth Partners
Ohio
$123M -$795K -30,852 -0.7%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$119M +$9.17M +355,946 +9%
HIGP
25
Hill Investment Group Partners
Missouri
$118M +$8.92M +346,080 +9%