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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
276
Cerity Partners OCIO
New York
$209K – – –
CWA
277
Consilium Wealth Advisory
Texas
$209K +$227K +9,750 New
SSWM
278
Sheets Smith Wealth Management
North Carolina
$208K – – –
KA
279
Kovack Advisors
Florida
$205K – – –
SWM
280
Spire Wealth Management
Virginia
$202K +$219K +9,422 New
PTC
281
Private Trust Company
Ohio
$192K +$208K +8,938 New
BMD
282
Better Money Decisions
New Mexico
$166K +$181K +7,758 New
HI
283
Harbour Investments
Wisconsin
$165K +$179K +7,677 New
SFG
284
Steward Financial Group
Texas
$153K – – –
GLLW
285
Graves Light Lenhart Wealth
Virginia
$144K +$1.98K +85 +1%
CIAS
286
Capital Investment Advisory Services
North Carolina
$128K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$126K +$136K +5,858 New
OCM
288
Orion Capital Management
California
$118K +$128K +5,510 New
BHWM
289
Beaird Harris Wealth Management
Texas
$99K – – –
RBC
290
Roble Belko & Company
Pennsylvania
$97K – – –
AF
291
Advisornet Financial
Minnesota
$87K -$30.2M -1,297,535 -100%
HWA
292
Heritage Wealth Advisors
Virginia
$85K -$90.8K -3,900 -50%
PO
293
Private Ocean
California
$81K +$70 +3 +0.1%
AWM
294
Avior Wealth Management
Nebraska
$77K +$442 +19 +0.5%
TWM
295
Tradition Wealth Management
Minnesota
$77K +$1.07K +46 +1%
CMP
296
Coston McIsaac & Partners
Maine
$75K +$81.5K +3,502 New
QCG
297
Quadrant Capital Group
Ohio
$70K – – –
WTA
298
Washington Trust Advisors
Massachusetts
$69K – – –
IRC
299
Investors Research Corp
Georgia
$53K +$57.1K +2,452 New
RWM
300
Raffa Wealth Management
District of Columbia
$45.3K +$628 +27 +1%