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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.64M +$94.4K +1,357 +3%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$3.49M +$55.7K +801 +2%
SFC
28
Sprinkle Financial Consultants
Colorado
$3.27M +$109K +1,573 +4%
MG
29
Mather Group
Illinois
$3.22M +$66.7K +959 +2%
KF
30
Krilogy Financial
Missouri
$3.05M +$603K +8,671 +26%
BFG
31
Berger Financial Group
Minnesota
$2.64M +$89.6K +1,288 +4%
SHFA
32
SC&H Financial Advisors
Maryland
$2.57M -$100K -1,443 -4%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$2.56M +$12.7K +182 +0.5%
WCM
34
Warburton Capital Management
Oklahoma
$2.49M +$258K +3,715 +12%
BIA
35
Barry Investment Advisors
Massachusetts
$2.26M +$170K +2,451 +8%
PWM
36
Parkshore Wealth Management
California
$2.24M +$212K +3,053 +11%
SSC
37
Syverson Strege & Co
Iowa
$2.15M -$480K -6,905 -19%
SIG
38
Spinnaker Investment Group
California
$2.1M +$353K +5,081 +21%
BWA
39
Babb Wealth Advisors
Arizona
$1.92M +$2.37K +34 +0.1%
PMIM
40
Prudent Man Investment Management
Colorado
$1.91M -$487 -7 -0%
AIA
41
AssuredPartners Investment Advisors
Florida
$1.89M +$31.1K +447 +2%
MGW
42
MB Generational Wealth
Washington
$1.62M +$1.57M +22,561 New
VPWA
43
Vestia Personal Wealth Advisors
Indiana
$1.54M +$207K +2,969 +16%
KFGG
44
Keystone Financial Group (Georgia)
Georgia
$1.53M +$479K +6,885 +48%
PWP
45
Parkwoods Wealth Partners
New York
$1.53M +$246K +3,530 +20%
MFWP
46
Mosaic Family Wealth Partners
Missouri
$1.52M +$77.6K +1,115 +6%
SWM
47
Sterling Wealth Management
Illinois
$1.51M +$211K +3,031 +17%
BPA
48
Beacon Pointe Advisors
California
$1.5M +$786K +11,297 +118%
FFG
49
Fiduciary Financial Group
California
$1.49M +$407K +5,852 +39%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.45M