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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
$1.45B +$92.3M +3,409,362 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.19B +$171M +6,322,262 +18%
FFM
3
Forum Financial Management
Illinois
$1.18B +$26.9M +994,515 +3%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.1B -$2.06M -76,055 -0.2%
LPL Financial
5
LPL Financial
California
$509M +$10.6M +393,160 +2%
PL
6
Plancorp LLC
Missouri
$322M -$1.02M -37,695 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$298M +$1.98M +73,356 +0.7%
SIC
8
SJS Investment Consulting
Ohio
$261M +$1.39M +51,437 +0.6%
RWM
9
Rockwood Wealth Management
Pennsylvania
$253M -$1.78M -65,839 -0.8%
PO
10
Private Ocean
California
$214M +$29.7M +1,098,381 +18%
GA
11
Greenspring Advisors
Maryland
$207M +$4.98M +184,068 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$202M -$4.28M -158,077 -2%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$187M -$58.1M -2,146,312 -25%
GWA
14
Geometric Wealth Advisors
District of Columbia
$187M +$10.6M +390,561 +6%
MWA
15
Monograph Wealth Advisors
California
$182M +$9.88M +365,299 +6%
AC
16
Apella Capital
Connecticut
$181M +$75.6M +2,794,908 +80%
SC
17
Savant Capital
Illinois
$173M +$2.78M +102,598 +2%
HFS
18
Heritage Financial Services
Massachusetts
$163M +$1.28M +47,248 +0.9%
CFA
19
Capstone Financial Advisors
Illinois
$155M +$929K +34,343 +0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$155M +$2.23M +82,354 +2%
MWM
21
Modera Wealth Management
New Jersey
$152M +$3.15M +116,445 +2%
PFA
22
Pure Financial Advisors
California
$146M +$2.27M +84,011 +2%
HIGP
23
Hill Investment Group Partners
Missouri
$145M +$5.86M +216,397 +5%
MSWM
24
McGlone Suttner Wealth Management
Wisconsin
$134M +$817K +30,208 +0.7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$132M +$174K +6,414 +0.1%