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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Certuity
Florida
$294K +$203 +8 +0.1%
IGWM
227
ICA Group Wealth Management
Colorado
$288K +$305K +12,055 New
Baird Financial Group
228
Baird Financial Group
Wisconsin
$283K – – –
SWM
229
Shakespeare Wealth Management
Wisconsin
$283K +$282K +11,153 New
AC
230
Anson Capital
Georgia
$282K – – –
USCWA
231
U.S. Capital Wealth Advisors
Texas
$280K – – –
AT
232
American Trust
Kentucky
$276K +$281K +11,082 New
FAIM
233
Financial Advocates Investment Management
Washington
$270K -$298K -11,770 -52%
RC
234
RegentAtlantic Capital
New Jersey
$262K +$266K +10,497 New
DWM
235
Dakota Wealth Management
Florida
$261K – – –
UWM
236
USAdvisors Wealth Management
Minnesota
$260K +$19.3K +763 +8%
SS
237
Simplicity Solutions
Minnesota
$259K +$263K +10,380 New
FWM
238
Fortress Wealth Management
California
$255K +$51 +2 +0%
CPO
239
Cerity Partners OCIO
New York
$244K +$247K +9,761 New
SSWM
240
Sheets Smith Wealth Management
North Carolina
$242K – – –
GAM
241
Gould Asset Management
California
$241K +$244K +9,640 New
KA
242
Kovack Advisors
Florida
$238K – – –
SFM
243
Signet Financial Management
New Jersey
$232K +$39.5K +1,560 +20%
CSWM
244
Cassady Schiller Wealth Management
Ohio
$223K +$25 +1 +0%
MA
245
MJP Associates
Connecticut
$221K +$23.7K +934 +12%
CCM
246
Carlson Capital Management
Minnesota
$211K -$54.3K -2,143 -20%
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
$208K +$211K +8,345 New
OPWM
248
Oakwell Private Wealth Management
Texas
$203K – – –
GAM
249
Gemmer Asset Management
California
$203K +$20.6K +813 +11%
HWA
250
Heritage Wealth Advisors
Virginia
$196K -$44.3K -1,750 -18%