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Dimensional World Equity ETF
DFAW

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
First Pacific Financial
1
First Pacific Financial
Washington
USD 77.4 M +USD 5.59 M +69,253 +8%
Wealth Management Nebraska
2
Wealth Management Nebraska
Nebraska
USD 70.6 M +USD 3.94 M +48,780 +6%
Arlington Financial Advisors
3
Arlington Financial Advisors
California
USD 54.5 M +USD 850 k +10,535 +2%
Farther Finance Advisors
4
Farther Finance Advisors
California
USD 30.3 M +USD 353 k +4,373 +1%
Sivia Capital Partners
5
Sivia Capital Partners
California
USD 28.3 M +USD 17.1 M +211,802 +163%
SIS
6
Strategic Investment Solutions
Illinois
USD 21 M -USD 2.21 M -27,445 -10%
DiNuzzo Private Wealth
7
DiNuzzo Private Wealth
Pennsylvania
USD 20 M +USD 664 k +8,224 +4%
Plancorp LLC
8
Plancorp LLC
Missouri
USD 17.7 M +USD 3.16 M +39,145 +22%
Abacus Planning Group
9
Abacus Planning Group
South Carolina
USD 17.6 M +USD 14.4 k +178 +0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
USD 17.3 M +USD 2.8 M +34,725 +20%
BWIA
11
Bryant Woods Investment Advisors
New York
USD 14.5 M +USD 555 k +6,872 +4%
Greenspring Advisors
12
Greenspring Advisors
Maryland
USD 14.5 M +USD 995 k +12,332 +8%
Stratos Investment Management
13
Stratos Investment Management
Ohio
USD 13.6 M +USD 357 k +4,421 +3%
Apella Capital
14
Apella Capital
Connecticut
USD 13.2 M +USD 1.28 M +15,900 +11%
KSWWM
15
Keyes Stange & Wooten Wealth Management
Florida
USD 13.1 M -USD 1.18 M -14,582 -8%
TFP
16
Triune Financial Partners
Kansas
USD 12.2 M +USD 279 k +3,458 +2%
MASECO Private Wealth
17
MASECO Private Wealth
USD 11.9 M +USD 130 k +1,609 +1%
Physician Wealth Advisors
18
Physician Wealth Advisors
Utah
USD 10.9 M -USD 1.31 M -16,239 -11%
RHP
19
Royal Harbor Partners
Texas
USD 10.2 M -USD 95.3 k -1,181 -1%
BIP Wealth
20
BIP Wealth
Georgia
USD 9.7 M +USD 3.6 M +44,609 +62%
SCA
21
Strathmore Capital Advisors
North Carolina
USD 9.37 M +USD 392 k +4,854 +4%
Brown Advisory
22
Brown Advisory
Maryland
USD 9.28 M +USD 9.05 M +112,149 Nuevas
AIS
23
American Investment Services
Massachusetts
USD 9.11 M -USD 286 k -3,538 -3%
Raymond James Financial
24
Raymond James Financial
Florida
USD 8.79 M +USD 6.43 M +79,710 +301%
HWM
25
HFG Wealth Management
Texas
USD 8.61 M -USD 2.42 M -29,951 -22%
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