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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
476
Pandowealth
Georgia
$445K +$434K +13,601 New
Clifford Swan Investment Counsel
477
Clifford Swan Investment Counsel
California
$443K – – –
TF
478
Trek Financial
Arizona
$442K – – –
Sanibel Captiva Trust Company
479
Sanibel Captiva Trust Company
Florida
$441K – – –
VFP
480
Vilga Financial Planning
New Jersey
$439K +$428K +13,404 New
MPW
481
Magnolia Private Wealth
Pennsylvania
$435K – – –
SF
482
SageOak Financial
Oklahoma
$430K – – –
JAA
483
Joel Adams & Associates
North Carolina
$429K +$2.58K +81 +0.6%
Brooklyn Investment Group
484
Brooklyn Investment Group
New York
$427K – – –
HA
485
Huntleigh Advisors
Missouri
$421K – – –
2L
486
25 LLC
Missouri
$420K +$6.22K +195 +2%
SAW
487
Signal Advisors Wealth
Michigan
$418K +$126K +3,938 +45%
WS
488
Wilian Securities
Minnesota
$418K +$407K +12,770 New
SRB
489
Shotwell Rutter Baer
Michigan
$418K -$20.8K -652 -5%
BH
490
Burk Holdings
Oklahoma
$416K +$319 +10 +0.1%
NWP
491
NerdWallet Wealth Partners
New York
$415K – – –
WDL
492
Well Done LLC
Michigan
$414K +$198K +6,202 +96%
FWP
493
Falcon Wealth Planning
California
$414K – – –
Kingsview Wealth Management
494
Kingsview Wealth Management
Oregon
$413K -$5.8M -181,759 -94%
RFP
495
Root Financial Partners
California
$411K +$128 +4 +0%
MAS
496
MPWM Advisory Solutions
Georgia
$407K +$27.5K +861 +7%
M
497
MOTCO
Texas
$405K – – –
JWM
498
Jessup Wealth Management
Ohio
$403K – – –
SMA
499
Sage Mountain Advisors
Georgia
$399K – – –
Stock Yards Bank & Trust
500
Stock Yards Bank & Trust
Kentucky
$397K – – –