We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
276
Kathleen S. Wright Associates
Pennsylvania
$805K +$453K +18,523 +139%
CAM
277
Clark Asset Management
New Hampshire
$802K
H
278
HoyleCohen
California
$800K
CIAS
279
CFS Investment Advisory Services
New Jersey
$794K
MF
280
Montis Financial
Massachusetts
$777K +$747K +30,546 New
PIFP
281
Partners in Financial Planning
Virginia
$764K +$465 +19 +0.1%
BTI
282
Blue Trust Inc
Georgia
$761K +$291K +11,899 +66%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$724K +$36K +1,470 +5%
TA
284
TFB Advisors
Kansas
$720K +$92.8K +3,792 +15%
NHC
285
Nicholas Hoffman & Company
Georgia
$719K
FW
286
FirstPurpose Wealth
Utah
$711K +$246K +10,042 +56%
SFM
287
Signet Financial Management
New Jersey
$696K +$32K +1,310 +5%
KOMWMG
288
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$691K +$21.6K +881 +3%
MSWMA
289
Market Street Wealth Management Advisors
Indiana
$689K +$27.9K +1,140 +4%
QPWM
290
Quadrant Private Wealth Management
Pennsylvania
$671K
Natixis Advisors
291
Natixis Advisors
Massachusetts
$666K +$640K +26,162 New
BFP
292
Brewster Financial Planning
New York
$663K
TCWM
293
Total Clarity Wealth Management
Illinois
$642K +$617K +25,230 New
M&T Bank
294
M&T Bank
New York
$637K
EWM
295
Evercore Wealth Management
New York
$636K -$8.07K -330 -1%
SWM
296
Shakespeare Wealth Management
Wisconsin
$633K +$38.3K +1,566 +7%
NB
297
NBT Bank
New York
$628K -$1.96K -80 -0.3%
PWS
298
Physician Wealth Solutions
Nevada
$611K +$214K +8,768 +57%
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
$610K -$348K -14,230 -37%
WW
300
Waterfront Wealth
Kansas
$606K