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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
$1.66B +$68.8M +2,278,864 +5%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.44B +$127M +4,220,967 +10%
FFM
3
Forum Financial Management
Illinois
$1.26B -$27.8M -921,623 -2%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.21B +$7.73M +256,172 +0.7%
LPL Financial
5
LPL Financial
California
$556M +$170K +5,624 +0%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$404M +$188M +6,226,000 +97%
PL
7
Plancorp LLC
Missouri
$351M -$1.34M -44,430 -0.4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$339M +$12.6M +417,123 +4%
SIC
9
SJS Investment Consulting
Ohio
$289M +$3.58M +118,649 +1%
RWM
10
Rockwood Wealth Management
Pennsylvania
$286M +$8.89M +294,459 +3%
GA
11
Greenspring Advisors
Maryland
$231M +$4.17M +138,132 +2%
AC
12
Apella Capital
Connecticut
$225M +$24.3M +803,797 +13%
PO
13
Private Ocean
California
$223M -$10.6M -349,607 -5%
GWA
14
Geometric Wealth Advisors
District of Columbia
$214M +$8.83M +292,517 +5%
HighTower Advisors
15
HighTower Advisors
Illinois
$208M -$12.4M -409,183 -6%
MWA
16
Monograph Wealth Advisors
California
$204M +$5.48M +181,571 +3%
HFS
17
Heritage Financial Services
Massachusetts
$190M +$11.3M +372,967 +7%
Corient Private Wealth
18
Corient Private Wealth
Florida
$172M +$2.55M +84,476 +2%
SC
19
Savant Capital
Illinois
$171M -$17.6M -584,171 -10%
CFA
20
Capstone Financial Advisors
Illinois
$170M +$92.2K +3,053 +0.1%
MWM
21
Modera Wealth Management
New Jersey
$169M +$2.54M +84,056 +2%
HIGP
22
Hill Investment Group Partners
Missouri
$158M -$324K -10,737 -0.2%
PFA
23
Pure Financial Advisors
California
$157M -$2.31M -76,408 -2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$144M +$189K +6,252 +0.1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$144M +$571K +18,931 +0.4%