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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
$1.72B +$50.4M +1,598,446 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.48B +$82.4M +2,612,418 +6%
FFM
3
Forum Financial Management
Illinois
$1.2B -$66.8M -2,116,796 -5%
BSW
4
Buckingham Strategic Wealth
Missouri
$1.2B -$14.2M -451,319 -1%
LPL Financial
5
LPL Financial
California
$569M +$7.55M +239,260 +1%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$425M +$17M +538,590 +4%
PL
7
Plancorp LLC
Missouri
$347M -$7.06M -223,835 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$319M -$22.3M -706,793 -7%
SC
9
Savant Capital
Illinois
$315M +$139M +4,416,364 +83%
RWM
10
Rockwood Wealth Management
Pennsylvania
$296M +$7.85M +248,822 +3%
SIC
11
SJS Investment Consulting
Ohio
$292M +$787K +24,958 +0.3%
AC
12
Apella Capital
Connecticut
$274M +$41.2M +1,307,261 +18%
PO
13
Private Ocean
California
$243M +$17.5M +554,356 +8%
GA
14
Greenspring Advisors
Maryland
$238M +$5.42M +171,881 +2%
GWA
15
Geometric Wealth Advisors
District of Columbia
$231M +$14.2M +449,183 +7%
MWA
16
Monograph Wealth Advisors
California
$209M +$3.12M +99,017 +2%
HighTower Advisors
17
HighTower Advisors
Illinois
$207M -$2.36M -74,954 -1%
HFS
18
Heritage Financial Services
Massachusetts
$198M +$6.49M +205,801 +3%
Corient Private Wealth
19
Corient Private Wealth
Florida
$175M +$1.65M +52,251 +1%
MWM
20
Modera Wealth Management
New Jersey
$169M -$2.04M -64,680 -1%
CFA
21
Capstone Financial Advisors
Illinois
$168M -$2.95M -93,655 -2%
HIGP
22
Hill Investment Group Partners
Missouri
$167M +$2.35M +74,590 +2%
PFA
23
Pure Financial Advisors
California
$155M -$3.94M -124,894 -3%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$152M +$7.9M +250,379 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$150M +$3.88M +122,941 +3%