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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$354K +$228K +8,802 +162%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$346K +$9.31K +360 +3%
SRCM
403
Signature Resources Capital Management
California
$346K
CA
404
Clearstead Advisors
Ohio
$346K
UF
405
Univest Financial
Pennsylvania
$342K -$19.4K -750 -5%
SRB
406
Shotwell Rutter Baer
Michigan
$342K -$12.7K -489 -3%
RIS
407
Retirement Income Solutions
Michigan
$340K
CAC
408
Certified Advisory Corp
Florida
$338K +$3.23K +125 +0.9%
MPW
409
Magnolia Private Wealth
Pennsylvania
$337K +$351K +13,557 New
CSIC
410
Clifford Swan Investment Counsel
California
$336K
SCTC
411
Sanibel Captiva Trust Company
Florida
$335K
FWP
412
Falcon Wealth Planning
California
$331K -$382K -14,756 -53%
Bank of New York Mellon
413
Bank of New York Mellon
New York
$331K +$1.34K +52 +0.4%
SF
414
Strategent Financial
Virginia
$324K +$337K +13,040 New
CHJWM
415
Carlton Hofferkamp & Jenks Wealth Management
Texas
$317K
FYW
416
Future You Wealth
New York
$315K +$328K +12,683 New
2L
417
25 LLC
Missouri
$312K +$34.5K +1,334 +12%
RFP
418
Root Financial Partners
California
$309K +$321K +12,412 New
EWM
419
Empirical Wealth Management
Washington
$308K +$320K +12,374 New
M
420
MOTCO
Texas
$308K
KWM
421
Kingsview Wealth Management
Oregon
$306K +$12.2K +473 +4%
GAM
422
Gemmer Asset Management
California
$304K -$8.74K -338 -3%
SMA
423
Sage Mountain Advisors
Georgia
$303K
SYBT
424
Stock Yards Bank & Trust
Kentucky
$302K
MAS
425
MPWM Advisory Solutions
Georgia
$299K +$311K +12,018 New