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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
276
Financial Counselors Inc
Kansas
$894K
FF
277
Francis Financial
$884K
TIM
278
Tortoise Investment Management
New York
$883K
LWA
279
Lantern Wealth Advisors
New York
$881K +$23.6K +910 +0.7%
Brown Advisory
280
Brown Advisory
Maryland
$879K +$3.48K +134 +0.4%
MHB
281
Midwest Heritage Bank
Iowa
$868K -$220K -8,471 -21%
TLA
282
Tanglewood Legacy Advisors
Texas
$860K
CT
283
Colonial Trust
South Carolina
$852K +$383K +14,759 +88%
CAM
284
Clark Asset Management
New Hampshire
$852K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$845K +$124K +4,783 +18%
CIAS
286
CFS Investment Advisory Services
New Jersey
$843K
SDWIA
287
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$833K -$714K -27,517 -47%
FOA
288
Five Oceans Advisors
California
$827K +$13.5K +521 +2%
M&T Bank
289
M&T Bank
New York
$809K +$130K +5,017 +20%
Natixis Advisors
290
Natixis Advisors
Massachusetts
$784K +$14.2K +546 +2%
DWM
291
Diversify Wealth Management
Utah
$782K -$20.2K -779 -3%
MAM
292
McCarthy Asset Management
California
$770K -$64.6K -2,491 -8%
NHC
293
Nicholas Hoffman & Company
Georgia
$764K
FWP
294
Falcon Wealth Planning
California
$759K +$244K +9,406 +50%
SFM
295
Signet Financial Management
New Jersey
$739K +$4.13K +159 +0.6%
TCWM
296
Total Clarity Wealth Management
Illinois
$729K +$43.2K +1,664 +7%
PIFP
297
Partners in Financial Planning
Virginia
$727K -$36.9K -1,423 -5%
MSWMA
298
Market Street Wealth Management Advisors
Indiana
$721K +$804 +31 +0.1%
MGIA
299
Moneta Group Investment Advisors
Missouri
$711K +$177K +6,824 +35%
QPWM
300
Quadrant Private Wealth Management
Pennsylvania
$707K