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Dimensional World ex US Core Equity 2 ETF
DFAX

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
351
Nicholas Hoffman & Company
Georgia
$832K +$1.65K +60 +0.2%
CIAS
352
CFS Investment Advisory Services
New Jersey
$828K – – –
AC
353
Annandale Capital
Texas
$817K +$152K +5,540 +25%
PIFP
354
Partners in Financial Planning
Virginia
$798K +$6.91K +251 +0.9%
CFG
355
Citizens Financial Group
Rhode Island
$776K +$288K +10,473 +66%
QPWM
356
Quadrant Private Wealth Management
Pennsylvania
$769K – – –
LIA
357
Lynx Investment Advisory
District of Columbia
$752K -$55K -1,997 -7%
SWM
358
Shakespeare Wealth Management
Wisconsin
$751K +$40.5K +1,472 +6%
MWP
359
Meredith Wealth Planning
Illinois
$748K +$701K +25,478 New
BFP
360
Brewster Financial Planning
New York
$748K – – –
IC
361
IEQ Capital
California
$741K +$694K +25,228 New
WBG
362
Wharton Business Group
Pennsylvania
$737K +$690K +25,090 New
EWM
363
Evercore Wealth Management
New York
$734K – – –
CWA
364
Cascade Wealth Advisors
Washington
$733K +$668K +24,288 New
FIM
365
Freedom Investment Management
Connecticut
$725K +$13K +473 +2%
HIGP
366
Hill Investment Group Partners
Missouri
$722K -$10K -364 -1%
MHB
367
Midwest Heritage Bank
Iowa
$712K +$165 +6 +0%
WW
368
Waterfront Wealth
Kansas
$710K – – –
SFM
369
Signet Financial Management
New Jersey
$708K -$28.6K -1,039 -4%
MPW
370
MASECO Private Wealth
$708K +$663K +24,096 New
SC
371
Scratch Capital
Idaho
$702K +$33.4K +1,214 +5%
LWM
372
LJI Wealth Management
Indiana
$694K +$6.61K +240 +1%
RA
373
Rise Advisors
New York
$673K +$7.82K +284 +1%
KRW
374
Kaufman Rossin Wealth
Florida
$670K -$24.4K -885 -4%
SFC
375
Sprinkle Financial Consultants
Colorado
$659K +$92.4K +3,356 +18%
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15
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