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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
$1.94B +$104M +3,156,446 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.7B +$80.3M +2,429,959 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B +$1.26B +38,066,458 +5,858%
FFM
4
Forum Financial Management
Illinois
$1.29B +$8.26M +250,182 +0.7%
LPL Financial
5
LPL Financial
California
$608M +$2.94M +88,871 +0.5%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$449M -$2.31M -69,925 -0.5%
PL
7
Plancorp LLC
Missouri
$364M -$4.61M -139,537 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$335M -$4.61M -139,592 -1%
SC
9
Savant Capital
Illinois
$331M -$3.54M -107,029 -1%
RWM
10
Rockwood Wealth Management
Pennsylvania
$320M +$5.28M +159,924 +2%
SIC
11
SJS Investment Consulting
Ohio
$309M -$1.3M -39,395 -0.4%
AC
12
Apella Capital
Connecticut
$299M +$12.9M +390,419 +5%
WANY
13
Wealthspire Advisors (New York)
New York
$271M +$253M +7,653,788 +3,096%
GWA
14
Geometric Wealth Advisors
District of Columbia
$251M +$5.8M +175,469 +2%
GA
15
Greenspring Advisors
Maryland
$251M -$2.55M -77,136 -1%
MWA
16
Monograph Wealth Advisors
California
$230M +$6.7M +202,789 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$218M -$2.16M -65,371 -1%
HFS
18
Heritage Financial Services
Massachusetts
$212M +$781K +23,656 +0.4%
CFA
19
Capstone Financial Advisors
Illinois
$190M +$11M +333,535 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$184M -$1.91M -57,692 -1%
MWM
21
Modera Wealth Management
New Jersey
$178M -$1.97M -59,635 -1%
JTWM
22
Jackson Thornton Wealth Management
Alabama
$167M +$5.88M +177,938 +4%
HIGP
23
Hill Investment Group Partners
Missouri
$162M +$414K +12,546 +0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$159M +$3.31M +100,298 +2%
PFA
25
Pure Financial Advisors
California
$158M -$6.04M -182,933 -4%