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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWC
276
Waypoint Wealth Counsel
Georgia
$753K -$252K -11,000 -26%
PIFP
277
Partners in Financial Planning
Virginia
$733K +$2.86K +125 +0.4%
CP
278
Capital Planning
Washington
$727K +$681K +29,783 New
NHC
279
Nicholas Hoffman & Company
Georgia
$690K
SPIA
280
Steward Partners Investment Advisory
New York
$675K +$538K +23,529 +575%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$660K -$39.7K -1,738 -6%
QPWM
282
Quadrant Private Wealth Management
Pennsylvania
$644K
KOMWMG
283
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$642K +$14.5K +632 +2%
BFP
284
Brewster Financial Planning
New York
$636K +$2.86K +125 +0.5%
SFM
285
Signet Financial Management
New Jersey
$636K +$28.7K +1,254 +5%
MSWMA
286
Market Street Wealth Management Advisors
Indiana
$634K +$250K +10,949 +73%
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$628K -$19.6K -856 -3%
EWM
288
Evercore Wealth Management
New York
$619K
M&T Bank
289
M&T Bank
New York
$612K +$350K +15,283 +156%
TA
290
TFB Advisors
Kansas
$611K -$206K -8,988 -26%
NB
291
NBT Bank
New York
$604K +$566K +24,751 New
ASI
292
Advisory Services & Investments
Oregon
$596K -$59.8K -2,616 -10%
WW
293
Waterfront Wealth
Kansas
$590K +$8.64K +378 +2%
Cerity Partners
294
Cerity Partners
New York
$576K +$307K +13,413 +131%
SWM
295
Shakespeare Wealth Management
Wisconsin
$569K +$22.5K +983 +4%
IWN
296
Independent Wealth Network
Iowa
$562K -$112K -4,894 -18%
LWM
297
LJI Wealth Management
Indiana
$559K +$3.36K +147 +0.6%
DF
298
DecisionPoint Financial
Arizona
$558K
AG
299
Ascent Group
Virginia
$550K -$75.5K -3,301 -13%
RA
300
Rise Advisors
New York
$535K +$3.66K +160 +0.7%