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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
$1.21B +$122M +4,455,197 +11%
FFM
2
Forum Financial Management
Illinois
$1.03B +$6.14M +225,134 +0.6%
BSW
3
Buckingham Strategic Wealth
Missouri
$984M +$9.55M +350,032 +0.9%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$904M +$159M +5,808,548 +20%
LPL Financial
5
LPL Financial
California
$446M -$23.2M -849,766 -5%
PL
6
Plancorp LLC
Missouri
$290M -$2.85M -104,484 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$265M +$8.66M +317,304 +3%
SIC
8
SJS Investment Consulting
Ohio
$232M +$10M +366,999 +4%
RWM
9
Rockwood Wealth Management
Pennsylvania
$228M +$11.2M +409,079 +5%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$224M +$44.5M +1,631,326 +24%
SIS
11
Strategic Investment Solutions
Illinois
$188M +$186M +6,804,044 +8,442%
HighTower Advisors
12
HighTower Advisors
Illinois
$185M -$2.23M -81,543 -1%
GA
13
Greenspring Advisors
Maryland
$181M +$1.58M +57,904 +0.8%
PO
14
Private Ocean
California
$163M +$16.2M +593,816 +11%
GWA
15
Geometric Wealth Advisors
District of Columbia
$158M +$3.96M +145,193 +2%
MWA
16
Monograph Wealth Advisors
California
$153M +$3.09M +113,263 +2%
SC
17
Savant Capital
Illinois
$153M +$2.7M +98,838 +2%
HFS
18
Heritage Financial Services
Massachusetts
$145M +$7.54M +276,279 +5%
CFA
19
Capstone Financial Advisors
Illinois
$138M -$1.34M -49,008 -0.9%
Corient Private Wealth
20
Corient Private Wealth
Florida
$136M +$3.83M +140,255 +3%
MWM
21
Modera Wealth Management
New Jersey
$134M -$2.77M -101,606 -2%
PFA
22
Pure Financial Advisors
California
$129M +$2.63M +96,448 +2%
HIGP
23
Hill Investment Group Partners
Missouri
$124M +$11.4M +419,430 +10%
TWP
24
TFO Wealth Partners
Ohio
$123M -$14.5K -533 -0%
MSWM
25
McGlone Suttner Wealth Management
Wisconsin
$120M +$4.91M +180,023 +4%