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Dimensional World ex US Core Equity 2 ETF
DFAX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
376
Waverly Advisors
Alabama
$206K +$193K +8,422 New
SWM
377
Sanctuary Wealth Management
Idaho
$205K -$75K -3,279 -28%
MW
378
Marcum Wealth
Ohio
$204K +$191K +8,334 New
FA
379
FSA Advisors
Michigan
$200K +$187K +8,192 New
SPP
380
Single Point Partners
Massachusetts
$200K +$187K +8,192 New
SWM
381
Spire Wealth Management
Virginia
$183K – – –
CSWM
382
Cassady Schiller Wealth Management
Ohio
$164K – – –
CAS
383
Coppell Advisory Solutions
Texas
$164K -$15.9K -695 -9%
TWD
384
True Wealth Design
Ohio
$147K -$114K -4,971 -45%
SAM
385
Smartleaf Asset Management
Massachusetts
$141K +$132K +5,754 New
AF
386
Advisornet Financial
Minnesota
$137K +$21.2K +925 +20%
MJRIC
387
Mogy Joel R Investment Counsel
California
$133K – – –
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$133K – – –
ACA
389
American Capital Advisory
Idaho
$131K +$122K +5,345 New
CSB
390
City State Bank
Iowa
$122K – – –
IGWM
391
ICA Group Wealth Management
Colorado
$119K +$112K +4,876 New
FFA
392
Farther Finance Advisors
California
$117K -$1.24K -54 -1%
CWM
393
Cedar Wealth Management
California
$115K – – –
BHWM
394
Beaird Harris Wealth Management
Texas
$113K – – –
CMP
395
Coston McIsaac & Partners
Maine
$109K +$617 +27 +0.6%
OCM
396
Orion Capital Management
California
$100K -$9.83K -430 -9%
PWMG
397
Private Wealth Management Group
New Jersey
$98.6K +$92.3K +4,038 New
PO
398
Private Ocean
California
$92.8K +$46 +2 +0.1%
TWM
399
Tradition Wealth Management
Minnesota
$92K +$617 +27 +0.7%
SL
400
Salomon & Ludwin
Virginia
$90.8K – – –
14 15
16
17 18