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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
$2.73B +$239M +5,934,118 +9%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$1.66B -$4.87M -120,789 -0.3%
FFM
3
Forum Financial Management
Illinois
$1.64B +$50.8M +1,259,943 +3%
FPAS
4
Focus Partners Advisor Solutions
Missouri
$693M +$76.8M +1,907,134 +12%
LPL Financial
5
LPL Financial
California
$680M -$9.48M -235,428 -1%
AC
6
Apella Capital
Connecticut
$662M +$72.9M +1,809,569 +13%
GA
7
Greenspring Advisors
Maryland
$519M +$4.49M +111,529 +0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$515M +$47M +1,167,601 +10%
SC
9
Savant Capital
Illinois
$481M +$176M +4,363,314 +54%
RWM
10
Rockwood Wealth Management
Pennsylvania
$469M +$19.3M +478,929 +4%
PL
11
Plancorp LLC
Missouri
$419M -$3.72M -92,375 -0.9%
SIC
12
SJS Investment Consulting
Ohio
$359M +$4.83M +120,004 +1%
GWA
13
Geometric Wealth Advisors
District of Columbia
$338M +$5.07M +125,891 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$324M +$15.3M +380,978 +5%
AF
15
Allworth Financial
California
$300M +$70.3M +1,746,014 +29%
WANY
16
Wealthspire Advisors (New York)
New York
$292M -$720K -17,860 -0.2%
MWA
17
Monograph Wealth Advisors
California
$266M +$5.99M +148,780 +2%
SP
18
Symmetry Partners
Connecticut
$260M +$7.84M +194,476 +3%
BPA
19
Beacon Pointe Advisors
California
$229M -$3.01M -74,806 -1%
Bank of America
20
Bank of America
North Carolina
$228M +$21.6M +535,916 +10%
CFA
21
Capstone Financial Advisors
Illinois
$216M +$2.68M +66,576 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$211M -$12.3M -304,383 -5%
JTWM
23
Jackson Thornton Wealth Management
Alabama
$199M +$2.37M +58,890 +1%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$196M +$9.99M +247,918 +5%
GM
25
GeoWealth Management
Illinois
$192M +$4.38M +108,604 +2%