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Dimensional World ex US Core Equity 2 ETF
DFAX

Name Holding Trade Value Shares
Change 		Change in
Stake
EAN
576
Excelsior Advisor Network
Colorado
$316K +$316K +8,590 New
PTC
577
Private Trust Company
Ohio
$316K +$27.7K +754 +10%
EMC
578
Everest Management Corp
California
$316K – – –
MGW
579
MB Generational Wealth
Washington
$313K -$29.7K -808 -9%
SIS
580
Sound Income Strategies
Florida
$309K +$308K +8,384 New
MWM
581
Modern Wealth Management
Kansas
$306K +$7.9K +215 +3%
OC
582
Optima Capital
Oregon
$304K +$3.12K +85 +1%
CCM
583
Coldstream Capital Management
Washington
$303K +$7.16K +195 +2%
FWP
584
Forefront Wealth Partners
Texas
$302K +$302K +8,211 New
TPI
585
Trust Point Inc
Wisconsin
$299K -$125K -3,410 -30%
OPWM
586
Oakwell Private Wealth Management
Texas
$294K – – –
FWM
587
FFT Wealth Management
Pennsylvania
$293K – – –
EWM
588
Empirical Wealth Management
Washington
$291K -$83.7K -2,279 -22%
PVI
589
Pine Valley Investments
New Jersey
$290K – – –
ACA
590
Affinity Capital Advisors
California
$288K – – –
SCM
591
SCS Capital Management
Massachusetts
$285K -$276K -7,502 -49%
TCIIS
592
TIAA-CREF Individual & Institutional Services
New York
$285K – – –
PA
593
Planning Alternatives
Michigan
$284K +$283K +7,713 New
BF
594
BOK Financial
Oklahoma
$284K +$121K +3,285 +74%
AW
595
Atlas Wealth
Ohio
$281K – – –
PFPG
596
Pinnacle Financial Partners (Georgia)
Georgia
$280K +$280K +7,610 New
CWA
597
Canvas Wealth Advisors
Kansas
$278K – – –
AWE
598
Avidian Wealth Enterprises
Texas
$278K +$1.4K +38 +0.5%
HI
599
Harbour Investments
Wisconsin
$274K – – –
ASN
600
Advisory Services Network
Georgia
$273K +$75.4K +2,052 +38%
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