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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$77.4M +$5.59M +69,253 +8%
WMN
2
Wealth Management Nebraska
Nebraska
$70.6M +$3.94M +48,780 +6%
AFA
3
Arlington Financial Advisors
California
$54.5M +$850K +10,535 +2%
FFA
4
Farther Finance Advisors
California
$30.3M +$353K +4,373 +1%
SCP
5
Sivia Capital Partners
California
$28.3M +$17.1M +211,802 +163%
SIS
6
Strategic Investment Solutions
Illinois
$21M -$2.21M -27,445 -10%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$20M +$664K +8,224 +4%
PL
8
Plancorp LLC
Missouri
$17.7M +$3.16M +39,145 +22%
APG
9
Abacus Planning Group
South Carolina
$17.6M +$14.4K +178 +0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$17.3M +$2.8M +34,725 +20%
BWIA
11
Bryant Woods Investment Advisors
New York
$14.5M +$555K +6,872 +4%
GA
12
Greenspring Advisors
Maryland
$14.5M +$995K +12,332 +8%
SIM
13
Stratos Investment Management
Ohio
$13.6M +$357K +4,421 +3%
AC
14
Apella Capital
Connecticut
$13.2M +$1.28M +15,900 +11%
KSWWM
15
Keyes Stange & Wooten Wealth Management
Florida
$13.1M -$1.18M -14,582 -8%
TFP
16
Triune Financial Partners
Kansas
$12.2M +$279K +3,458 +2%
MPW
17
MASECO Private Wealth
$11.9M +$130K +1,609 +1%
PWA
18
Physician Wealth Advisors
Utah
$10.9M -$1.31M -16,239 -11%
RHP
19
Royal Harbor Partners
Texas
$10.2M -$95.3K -1,181 -1%
BW
20
BIP Wealth
Georgia
$9.68M +$3.6M +44,609 +62%
SCA
21
Strathmore Capital Advisors
North Carolina
$9.37M +$392K +4,854 +4%
Brown Advisory
22
Brown Advisory
Maryland
$9.28M +$9.05M +112,149 New
AIS
23
American Investment Services
Massachusetts
$9.11M -$286K -3,538 -3%
Raymond James Financial
24
Raymond James Financial
Florida
$8.79M +$6.43M +79,710 +301%
HWM
25
HFG Wealth Management
Texas
$8.61M -$2.42M -29,951 -22%