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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
26
Jackson Thornton Wealth Management
Alabama
$34.9M +$34.9M +1,337,840 New
SWA
27
ShankerValleau Wealth Advisors
Illinois
$34.3M +$34.3M +1,313,849 New
PCI
28
Planning Center Inc
Illinois
$31.6M +$31.8M +1,216,073 New
UWPG
29
Ullmann Wealth Partners Group
Florida
$30.5M +$30.5M +1,167,921 New
PAG
30
Private Advisor Group
New Jersey
$29.8M +$1.98M +75,931 +7%
MWP
31
Meridian Wealth Partners
Pennsylvania
$29.5M -$797K -30,500 -3%
CCA
32
Cobblestone Capital Advisors
New York
$28.6M +$28.6M +1,093,741 New
SP
33
Symmetry Partners
Connecticut
$27.2M -$465K -17,822 -2%
AC
34
Apella Capital
Connecticut
$26.9M +$266K +10,180 +1%
BWA
35
BlueSky Wealth Advisors
North Carolina
$25.7M +$25.7M +983,854 New
FAAM
36
First Ascent Asset Management
Colorado
$24.5M -$481K -18,404 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$22.9M +$29.9K +1,145 +0.1%
ADL
38
Asset Dedication LLC
California
$21.7M +$3.52M +134,898 +19%
NCM
39
New Capital Management
Texas
$20.4M +$276K +10,573 +1%
MML Investors Services
40
MML Investors Services
Massachusetts
$20.3M +$2.86M +109,677 +16%
B
41
BetterWealth
California
$20.2M +$20.2M +775,203 New
AF
42
Advisornet Financial
Minnesota
$18.2M +$6.68M +255,743 +58%
GWM
43
Grand Wealth Management
Michigan
$17.7M +$17.7M +678,924 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$17.2M +$344K +13,167 +2%
TWA
45
TCI Wealth Advisors
Arizona
$17M +$800K +30,619 +5%
PP
46
Prosperity Planning
Missouri
$16.1M +$531K +20,330 +3%
AC
47
AWM Capital
Arizona
$16M -$162K -6,196 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$16M +$2.45M +93,653 +18%
CPIG
49
Chicago Partners Investment Group
Illinois
$15.8M +$3.91M +149,769 +32%
KAS
50
Kestra Advisory Services
Texas
$15.3M -$838K -32,102 -5%