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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
$2.03B +$92.9M +2,785,992 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.97B +$87.5M +2,622,796 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.47B +$21.8M +653,375 +2%
FFM
4
Forum Financial Management
Illinois
$1.39B +$36.7M +1,100,537 +3%
LPL Financial
5
LPL Financial
California
$625M +$2.54M +76,098 +0.4%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$558M -$27.2M -814,395 -5%
AC
7
Apella Capital
Connecticut
$463M +$32.3M +969,442 +8%
PL
8
Plancorp LLC
Missouri
$385M +$5.79M +173,627 +2%
RWM
9
Rockwood Wealth Management
Pennsylvania
$382M +$16.6M +497,242 +5%
SIC
10
SJS Investment Consulting
Ohio
$320M -$9.81M -294,169 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$316M +$153M +4,593,492 +109%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$313M -$30.7M -920,602 -10%
GWA
13
Geometric Wealth Advisors
District of Columbia
$288M +$9.1M +272,734 +4%
WANY
14
Wealthspire Advisors (New York)
New York
$282M -$15.1M -453,305 -5%
SC
15
Savant Capital
Illinois
$259M -$10.9M -326,014 -4%
MWA
16
Monograph Wealth Advisors
California
$229M -$11.7M -350,364 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
$217M +$4.32M +129,585 +2%
AF
18
Allworth Financial
California
$199M +$32.3M +968,562 +21%
CFA
19
Capstone Financial Advisors
Illinois
$192M -$7.02M -210,295 -4%
MWM
20
Modera Wealth Management
New Jersey
$182M -$1.66M -49,864 -1%
JTWM
21
Jackson Thornton Wealth Management
Alabama
$179M -$763K -22,864 -0.5%
WA
22
Wealthstream Advisors
New York
$178M +$2.4M +71,860 +1%
Bank of America
23
Bank of America
North Carolina
$173M +$10.7M +321,073 +7%
GM
24
GeoWealth Management
Illinois
$173M -$15.3M -459,321 -9%
Corient Private Wealth
25
Corient Private Wealth
Florida
$172M -$13.6M -406,862 -8%