We are live on ! Find out more
DFAC icon

Dimensional US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.55B +$122M +3,126,277 +5%
AF
2
Align Financial
Minnesota
$1.81B +$70.7M +1,811,084 New
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.69B +$7.06M +180,988 +0.4%
FFM
4
Forum Financial Management
Illinois
$1.63B +$40.2M +1,029,990 +3%
LPL Financial
5
LPL Financial
California
$702M +$9.48M +242,867 +1%
FPAS
6
Focus Partners Advisor Solutions
Missouri
$631M +$186M +4,775,954 +43%
AC
7
Apella Capital
Connecticut
$551M +$15.4M +394,315 +3%
GA
8
Greenspring Advisors
Maryland
$525M +$220M +5,647,549 +74%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$479M -$29.3M -749,683 -6%
RWM
10
Rockwood Wealth Management
Pennsylvania
$459M +$22.5M +576,648 +5%
PL
11
Plancorp LLC
Missouri
$413M -$6.85M -175,600 -2%
SIC
12
SJS Investment Consulting
Ohio
$361M +$4.77M +122,216 +1%
Corient Private Wealth
13
Corient Private Wealth
Florida
$358M +$276M +7,083,911 +364%
GWA
14
Geometric Wealth Advisors
District of Columbia
$339M +$2.59M +66,382 +0.8%
SC
15
Savant Capital
Illinois
$318M +$24.8M +636,230 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$315M -$26.5M -678,373 -8%
WANY
17
Wealthspire Advisors (New York)
New York
$298M -$6.09M -156,016 -2%
MWA
18
Monograph Wealth Advisors
California
$265M +$4.32M +110,729 +2%
SP
19
Symmetry Partners
Connecticut
$257M +$97.6M +2,501,860 +63%
BPA
20
Beacon Pointe Advisors
California
$237M +$13.9M +355,581 +6%
AF
21
Allworth Financial
California
$236M +$5.47M +140,097 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$227M -$7.87M -201,526 -3%
CFA
23
Capstone Financial Advisors
Illinois
$217M +$3.85M +98,606 +2%
Bank of America
24
Bank of America
North Carolina
$211M +$14.6M +374,918 +8%
JTWM
25
Jackson Thornton Wealth Management
Alabama
$196M +$330K +8,466 +0.2%