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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
$1.98B +$23.7M +673,178 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$1.61B -$127M -3,598,965 -7%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.34B +$4.02M +114,059 +0.3%
FFM
4
Forum Financial Management
Illinois
$1.3B -$174K -4,947 -0%
LPL Financial
5
LPL Financial
California
$628M +$14.8M +419,096 +2%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$557M +$105M +2,983,375 +23%
AC
7
Apella Capital
Connecticut
$367M +$63M +1,789,147 +20%
PL
8
Plancorp LLC
Missouri
$363M -$4.28M -121,461 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$356M +$18.1M +514,078 +5%
RWM
10
Rockwood Wealth Management
Pennsylvania
$337M +$13.1M +373,115 +4%
SIC
11
SJS Investment Consulting
Ohio
$316M +$3.67M +104,084 +1%
SC
12
Savant Capital
Illinois
$305M -$29.3M -830,806 -9%
WANY
13
Wealthspire Advisors (New York)
New York
$276M +$2.65M +75,171 +1%
GWA
14
Geometric Wealth Advisors
District of Columbia
$259M +$6.03M +171,093 +2%
GA
15
Greenspring Advisors
Maryland
$255M +$2.32M +65,910 +0.9%
MWA
16
Monograph Wealth Advisors
California
$230M -$2.09M -59,362 -0.9%
HighTower Advisors
17
HighTower Advisors
Illinois
$217M -$2.82M -80,013 -1%
HFS
18
Heritage Financial Services
Massachusetts
$210M -$3.54M -100,544 -2%
CFA
19
Capstone Financial Advisors
Illinois
$192M +$161K +4,559 +0.1%
GM
20
GeoWealth Management
Illinois
$186M +$103M +2,911,905 +119%
Corient Private Wealth
21
Corient Private Wealth
Florida
$183M -$2.3M -65,353 -1%
MWM
22
Modera Wealth Management
New Jersey
$179M -$290K -8,239 -0.2%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$174M +$5.04M +143,046 +3%
HIGP
24
Hill Investment Group Partners
Missouri
$171M -$3.01M -85,467 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$167M +$11.7M +332,163 +7%