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Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Ascent Group
Virginia
$729K +$52.3K +2,249 +7%
OPS
202
Orion Portfolio Solutions
Nebraska
$708K +$102K +4,395 +15%
IWN
203
Independent Wealth Network
Iowa
$704K +$44.2K +1,900 +6%
JMPWA
204
JP Morgan Private Wealth Advisors
California
$693K
Bank of America
205
Bank of America
North Carolina
$689K -$16.3K -702 -2%
ASI
206
Advisory Services & Investments
Oregon
$687K +$133K +5,708 +22%
NA
207
NewEdge Advisors
Louisiana
$674K -$110K -4,740 -13%
RW
208
RVW Wealth
California
$666K +$76.5K +3,288 +12%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$666K +$714K +30,682 New
MWM
210
Mission Wealth Management
California
$631K -$1.37K -59 -0.2%
PIFP
211
Partners in Financial Planning
Virginia
$625K +$4.84K +208 +0.7%
TFA
212
Tranquilli Financial Advisor
New Jersey
$623K +$348K +14,935 +106%
NHC
213
Nicholas Hoffman & Company
Georgia
$606K
CAN
214
Cetera Advisor Networks
California
$600K -$555K -23,865 -46%
SC
215
Schubert & Co
Texas
$591K -$91.1K -3,914 -12%
V
216
Veritable
Delaware
$587K +$303 +13 +0%
GAM
217
Gould Asset Management
California
$577K +$402K +17,285 +179%
QPWM
218
Quadrant Private Wealth Management
Pennsylvania
$566K
WW
219
Waterfront Wealth
Kansas
$561K
EWM
220
Evercore Wealth Management
New York
$543K
BFP
221
Brewster Financial Planning
New York
$531K +$5.63K +242 +1%
WFA
222
Websterrogers Financial Advisors
South Carolina
$514K +$7.14K +307 +1%
HL
223
HeadInvest LLC
Maine
$500K -$76.6K -3,290 -12%
NAS
224
Nicolet Advisory Services
Wisconsin
$497K +$544K +23,396 New
SPIA
225
Steward Partners Investment Advisory
New York
$496K