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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
401
Level Four Advisory Services
Texas
$1.04M +$815K +22,183 +366%
IA
402
Integrity Alliance
Iowa
$1.03M +$341K +9,279 +49%
CIAS
403
CFS Investment Advisory Services
New Jersey
$1.01M -$9.74K -265 -0.9%
SF
404
Strategent Financial
Virginia
$988K +$108K +2,927 +12%
SWM
405
Shakespeare Wealth Management
Wisconsin
$978K -$33.7K -917 -3%
MWP
406
Meredith Wealth Planning
Illinois
$975K +$10.3K +281 +1%
LEFP
407
Leading Edge Financial Planning
Tennessee
$975K -$169K -4,594 -15%
SIAG
408
Safeguard Investment Advisory Group
California
$971K -$220 -6 -0%
QPWM
409
Quadrant Private Wealth Management
Pennsylvania
$964K – – –
SW
410
SteelPeak Wealth
California
$943K +$941K +25,604 New
CBU
411
CIBC Bancorp USA
Illinois
$942K +$168K +4,583 +22%
Bank of New York Mellon
412
Bank of New York Mellon
New York
$936K +$37 +1 +0%
SC
413
Scratch Capital
Idaho
$929K +$5K +136 +0.5%
PIFP
414
Partners in Financial Planning
Virginia
$925K +$7.31K +199 +0.8%
WBG
415
Wharton Business Group
Pennsylvania
$924K – – –
EWM
416
Evercore Wealth Management
New York
$921K – – –
FTUS
417
Flow Traders U.S.
New York
$920K – – –
SWP
418
Stratos Wealth Partners
Ohio
$920K +$172K +4,678 +23%
Janney Montgomery Scott
419
Janney Montgomery Scott
Pennsylvania
$913K +$65.3K +1,777 +8%
EFH
420
Eaton Financial Holdings
Florida
$909K +$195K +5,309 +27%
BFP
421
Brewster Financial Planning
New York
$904K -$9.99K -272 -1%
MHC
422
May Hill Capital
Massachusetts
$899K +$12K +327 +1%
HIA
423
Highland Investment Advisors
Florida
$899K +$897K +24,404 New
FIM
424
Freedom Investment Management
Connecticut
$898K +$12.4K +338 +1%
RWI
425
Red Wave Investments
Pennsylvania
$895K – – –