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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$2.34M +$284K +4,482 +13%
SSC
27
Syverson Strege & Co
Iowa
$2.22M -$18.6K -294 -0.8%
PL
28
Plancorp LLC
Missouri
$2.19M +$1.88M +29,691 +486%
TC
29
TownSquare Capital
Utah
$2.09M +$1.75M +27,675 +436%
KF
30
Krilogy Financial
Missouri
$2.04M +$76.2K +1,204 +4%
SIG
31
Spinnaker Investment Group
California
$2.01M +$434K +6,859 +27%
BWA
32
Babb Wealth Advisors
Arizona
$1.91M -$37.9K -599 -2%
PMIM
33
Prudent Man Investment Management
Colorado
$1.91M
WCM
34
Warburton Capital Management
Oklahoma
$1.7M +$363K +5,736 +26%
PWM
35
Parkshore Wealth Management
California
$1.66M +$248K +3,922 +17%
BIA
36
Barry Investment Advisors
Massachusetts
$1.59M +$479K +7,565 +41%
BFG
37
Berger Financial Group
Minnesota
$1.54M +$1.06M +16,819 +204%
SHFA
38
SC&H Financial Advisors
Maryland
$1.5M +$942K +14,884 +156%
AIA
39
AssuredPartners Investment Advisors
Florida
$1.45M -$648K -10,237 -30%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.42M +$72.8K +1,150 +5%
AQR Capital Management
41
AQR Capital Management
Connecticut
$1.24M
MGW
42
MB Generational Wealth
Washington
$1.19M +$224K +3,545 +22%
MFWP
43
Mosaic Family Wealth Partners
Missouri
$1.13M +$169K +2,676 +17%
CPA
44
Cardiff Park Advisors
California
$1.12M +$1.16M +18,326 +107,800%
TFP
45
Triune Financial Partners
Kansas
$1.09M +$580K +9,159 +106%
RWM
46
Ruedi Wealth Management
Illinois
$868K +$186K +2,932 +26%
Jane Street
47
Jane Street
New York
$834K -$1.86M -29,395 -68%
KFGG
48
Keystone Financial Group (Georgia)
Georgia
$827K +$126K +1,997 +17%
FG
49
Foster Group
Iowa
$819K +$174K +2,750 +26%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$809K +$88.7K +1,401 +12%