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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
26
TCI Wealth Advisors
Arizona
$5.84M +$429K +5,628 +8%
BW
27
BIP Wealth
Georgia
$5.34M +$2.91M +38,254 +112%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.21M +$286K +3,754 +6%
BIG
29
Builder Investment Group
Georgia
$5.05M +$73K +959 +1%
AQR Capital Management
30
AQR Capital Management
Connecticut
$4.6M +$493K +6,469 +12%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$4.59M +$3.48M +45,731 +277%
LPL Financial
32
LPL Financial
California
$4.39M +$495K +6,505 +12%
Jane Street
33
Jane Street
New York
$4.01M +$2.86M +37,557 +225%
FM
34
Family Management
New York
$3.89M +$4.02M +52,768 New
BFG
35
Berger Financial Group
Minnesota
$3.83M +$868K +11,399 +28%
SFC
36
Sprinkle Financial Consultants
Colorado
$3.8M +$325K +4,262 +9%
SHFA
37
SC&H Financial Advisors
Maryland
$3.63M +$485K +6,370 +15%
MG
38
Mather Group
Illinois
$3.35M -$76 -1 -0%
KF
39
Krilogy Financial
Missouri
$3.34M -$53.3K -700 -2%
HighTower Advisors
40
HighTower Advisors
Illinois
$3.21M +$840K +11,038 +34%
SPA
41
Shore Point Advisors
New Jersey
$3.01M +$1.89M +24,763 +155%
WCM
42
Warburton Capital Management
Oklahoma
$2.95M +$151K +1,980 +5%
PWM
43
Parkshore Wealth Management
California
$2.95M +$281K +3,684 +10%
PMIM
44
Prudent Man Investment Management
Colorado
$2.92M -$24.1K -317 -0.8%
KFAS
45
Keating Financial Advisory Services
Kansas
$2.7M +$955K +12,538 +52%
KFGG
46
Keystone Financial Group (Georgia)
Georgia
$2.7M +$871K +11,444 +45%
PWP
47
Parkwoods Wealth Partners
New York
$2.65M +$841K +11,040 +44%
MGW
48
MB Generational Wealth
Washington
$2.48M +$316K +4,147 +14%
SIG
49
Spinnaker Investment Group
California
$2.42M +$84.3K +1,107 +3%
BIA
50
Barry Investment Advisors
Massachusetts
$2.42M -$254K -3,338 -9%