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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
26
Krilogy Financial
Missouri
$2M +$11.5K +180 +0.6%
BWA
27
Babb Wealth Advisors
Arizona
$1.99M +$2.03M +31,822 New
PMIM
28
Prudent Man Investment Management
Colorado
$1.91M +$1.96M +30,627 New
SIG
29
Spinnaker Investment Group
California
$1.62M +$358K +5,598 +28%
PWM
30
Parkshore Wealth Management
California
$1.44M +$1.48M +23,125 New
WCM
31
Warburton Capital Management
Oklahoma
$1.38M +$1.41M +22,065 New
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$1.37M +$7.61K +119 +0.5%
AQR Capital Management
33
AQR Capital Management
Connecticut
$1.26M +$1.29M +20,240 New
LPL Financial
34
LPL Financial
California
$1.23M +$795K +12,433 +170%
FFG
35
Fiduciary Financial Group
California
$1.17M +$707K +11,053 +140%
BIA
36
Barry Investment Advisors
Massachusetts
$1.15M +$68.7K +1,075 +6%
MGW
37
MB Generational Wealth
Washington
$994K +$299K +4,682 +42%
MFWP
38
Mosaic Family Wealth Partners
Missouri
$984K -$101K -1,587 -9%
SWM
39
Sterling Wealth Management
Illinois
$832K +$222K +3,474 +35%
CPIG
40
Chicago Partners Investment Group
Illinois
$788K +$392K +6,138 +96%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$737K -$739K -11,554 -49%
FWP
42
Falcon Wealth Planning
California
$717K +$289K +4,517 +65%
KFGG
43
Keystone Financial Group (Georgia)
Georgia
$713K +$730K +11,416 New
RWM
44
Ruedi Wealth Management
Illinois
$702K +$81.6K +1,277 +13%
FG
45
Foster Group
Iowa
$663K +$5.75K +90 +0.9%
RWM
46
Riverbend Wealth Management
South Carolina
$599K +$613K +9,584 New
SHFA
47
SC&H Financial Advisors
Maryland
$596K +$238K +3,722 +64%
BTI
48
Blue Trust Inc
Georgia
$577K +$179K +2,796 +43%
TWP
49
Total Wealth Planning
Ohio
$574K +$235K +3,676 +67%
AAM
50
Austin Asset Management
Texas
$574K +$307K +4,804 +110%