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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
176
Morgan Stanley
New York
$2.63M -$428K -16,750 -14%
WA
177
Wealth Architects
California
$2.63M -$106K -4,131 -4%
NWM
178
Northwest Wealth Management
Iowa
$2.61M -$14K -548 -0.5%
UWM
179
USAdvisors Wealth Management
Minnesota
$2.61M -$6.87K -269 -0.3%
EWA
180
Exencial Wealth Advisors
Oklahoma
$2.59M -$930K -36,381 -26%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$2.57M -$117K -4,566 -4%
WWM
182
Western Wealth Management
Colorado
$2.56M -$18K -706 -0.7%
MWM
183
Merriman Wealth Management
Washington
$2.49M +$22.7K +890 +0.9%
PWA
184
Physician Wealth Advisors
Utah
$2.45M +$95.6K +3,742 +4%
GRP
185
Global Retirement Partners
California
$2.43M +$170K +6,664 +7%
CTWM
186
Cherry Tree Wealth Management
Minnesota
$2.41M -$4.63K -181 -0.2%
RIM
187
RW Investment Management
Idaho
$2.34M -$59.8K -2,339 -2%
FWP
188
Firethorn Wealth Partners
Georgia
$2.34M -$416K -16,270 -15%
LAM
189
LifePro Asset Management
California
$2.32M -$83K -3,249 -3%
Cerity Partners
190
Cerity Partners
New York
$2.23M +$1.21M +47,307 +117%
APP
191
Avantax Planning Partners
Iowa
$2.22M
CWP
192
Cyndeo Wealth Partners
Florida
$2.14M +$1.21M +47,467 +130%
SIMC
193
Squire Investment Management Company
Utah
$2.13M -$32.9K -1,288 -2%
CMBA
194
C.M. Bidwell & Associates
Hawaii
$2.08M -$209K -8,187 -9%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1.99M +$78.3K +3,064 +4%
AWM
196
AE Wealth Management
Kansas
$1.96M -$107K -4,194 -5%
RS
197
Retirement Solution
Washington
$1.95M +$168K +6,587 +9%
EWA
198
EverSource Wealth Advisors
Alabama
$1.91M +$46.7K +1,826 +3%
TB
199
Treynor Bancshares
Iowa
$1.89M -$2.76M -108,144 -59%
RJA
200
Raymond James & Associates
Florida
$1.89M +$116K +4,545 +7%