We are live on ! Find out more
DFAX icon

Dimensional World ex US Core Equity 2 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
1
Buckingham Strategic Wealth
Missouri
$278M +$285M +10,752,987 New
GT
2
Glenmede Trust
Pennsylvania
$152M +$155M +5,864,565 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$132M +$135M +5,116,460 New
PL
4
Plancorp LLC
Missouri
$112M +$114M +4,322,043 New
LPL Financial
5
LPL Financial
California
$110M +$112M +4,232,890 New
JWA
6
JFS Wealth Advisors
Pennsylvania
$90M +$92M +3,475,724 New
AF
7
Alerus Financial
North Dakota
$83.3M +$85.2M +3,220,193 New
AssetMark Inc
8
AssetMark Inc
California
$51.3M +$52.5M +1,982,545 New
CFA
9
Capstone Financial Advisors
Illinois
$51M +$52.2M +1,972,444 New
UBS Group
10
UBS Group
Switzerland
$50.4M +$51.5M +1,947,829 New
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$48.1M +$49.2M +1,858,181 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$36M +$36.8M +1,389,914 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$31.6M +$32.3M +1,219,156 New
MWP
14
Meridian Wealth Partners
Pennsylvania
$30M +$30.7M +1,158,977 New
PAG
15
Private Advisor Group
New Jersey
$27.5M +$28.1M +1,063,663 New
SP
16
Symmetry Partners
Connecticut
$27.2M +$28.1M +1,060,921 New
AC
17
Apella Capital
Connecticut
$26.4M +$27M +1,020,867 New
AF
18
Allworth Financial
California
$26M +$26.6M +1,003,454 New
FAAM
19
First Ascent Asset Management
Colorado
$24.7M +$25.3M +955,949 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$23.9M +$24.5M +924,999 New
Osaic Holdings
21
Osaic Holdings
Arizona
$22.6M +$23.2M +875,040 New
NCM
22
New Capital Management
Texas
$19.7M +$20.4M +770,457 New
SWM
23
Soundmark Wealth Management
Washington
$18.1M +$18.5M +698,859 New
ADL
24
Asset Dedication LLC
California
$18M +$18.4M +696,184 New
MML Investors Services
25
MML Investors Services
Massachusetts
$17.3M +$17.7M +667,818 New