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Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.77B +$253M +7,277,876 +16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.72B -$176M -5,056,392 -9%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.33B +$51.6M +1,486,188 +4%
FFM
4
Forum Financial Management
Illinois
$1.25B +$7.66M +220,622 +0.6%
LPL Financial
5
LPL Financial
California
$573M -$27.9M -804,394 -4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$540M +$9.85M +283,721 +2%
AC
7
Apella Capital
Connecticut
$376M +$42.2M +1,216,362 +11%
PL
8
Plancorp LLC
Missouri
$349M +$2.63M +75,774 +0.7%
RWM
9
Rockwood Wealth Management
Pennsylvania
$335M +$15.5M +446,720 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$319M -$21.7M -626,498 -6%
SIC
11
SJS Investment Consulting
Ohio
$304M +$3.13M +90,276 +1%
WANY
12
Wealthspire Advisors (New York)
New York
$274M +$11.9M +342,800 +4%
GWA
13
Geometric Wealth Advisors
District of Columbia
$256M +$9.21M +265,453 +4%
SC
14
Savant Capital
Illinois
$249M -$43.6M -1,257,012 -14%
MWA
15
Monograph Wealth Advisors
California
$223M +$3.6M +103,801 +2%
GA
16
Greenspring Advisors
Maryland
$221M -$24M -690,368 -9%
HighTower Advisors
17
HighTower Advisors
Illinois
$195M -$12.8M -367,307 -6%
HFS
18
Heritage Financial Services
Massachusetts
$185M -$15.8M -455,537 -8%
CFA
19
Capstone Financial Advisors
Illinois
$184M +$557K +16,034 +0.3%
GM
20
GeoWealth Management
Illinois
$174M -$3.16M -91,157 -2%
Corient Private Wealth
21
Corient Private Wealth
Florida
$172M -$3.4M -98,027 -2%
MWM
22
Modera Wealth Management
New Jersey
$169M -$1.52M -43,683 -0.8%
WA
23
Wealthstream Advisors
New York
$161M +$3.84M +110,487 +2%
JTWM
24
Jackson Thornton Wealth Management
Alabama
$153M -$1.91M -55,117 -1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$151M -$1.63M -46,853 -1%