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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cherrydale Wealth Management
New Jersey
$15.8M +$1.01M +39,347 +7%
PP
77
Prosperity Planning
Missouri
$15.8M -$280K -10,963 -2%
CFA
78
Cahill Financial Advisors
Minnesota
$15.3M +$490K +19,165 +3%
CSIA
79
Conrad Siegel Investment Advisors
Pennsylvania
$15.1M +$758K +29,658 +5%
HIA
80
HTG Investment Advisors
Connecticut
$15M +$59.4K +2,325 +0.4%
GWM
81
Grand Wealth Management
Michigan
$14.6M -$1.52M -59,538 -9%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$14.1M +$474K +18,547 +3%
EFP
83
Elser Financial Planning
Indiana
$14M +$14.1M +550,849 New
GFA
84
Grunden Financial Advisory
Texas
$13.8M -$108K -4,210 -0.8%
IA
85
IFG Advisory
Georgia
$13.7M +$229K +8,946 +2%
MWM
86
Modera Wealth Management
New Jersey
$13.1M -$431K -16,884 -3%
CA
87
Claris Advisors
Missouri
$12.9M -$403K -15,776 -3%
BJL
88
Brighton Jones LLC
Washington
$12.4M +$1.33M +52,130 +12%
DWA
89
Delap Wealth Advisory
Oregon
$12.3M +$6.16M +241,083 +99%
RWM
90
Ruedi Wealth Management
Illinois
$11.9M +$141K +5,523 +1%
Osaic Holdings
91
Osaic Holdings
Arizona
$11.6M -$6.15M -240,661 -35%
LFGO
92
Legacy Financial Group (Oklahoma)
Oklahoma
$11.6M +$594K +23,232 +5%
NRWA
93
North Ridge Wealth Advisors
Oregon
$11.6M +$219K +8,568 +2%
LFA
94
Lauterbach Financial Advisors
Texas
$11.6M -$85.9K -3,362 -0.7%
JP Morgan Chase
95
JP Morgan Chase
New York
$11.1M +$533K +20,868 +5%
ATI
96
ARK & TLK Investments
Oklahoma
$10.7M -$77K -3,015 -0.7%
AIS
97
American Investment Services
Massachusetts
$10.3M -$120K -4,701 -1%
Creative Planning
98
Creative Planning
Kansas
$10.2M +$2.67M +104,547 +35%
RSWM
99
Robertson Stephens Wealth Management
California
$10.2M -$1.47M -57,410 -12%
SOAG
100
Silver Oak Advisory Group
Oregon
$10M +$576K +22,554 +6%