We are live on ! Find out more
DFAW icon

Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
51
Keystone Financial Group (Georgia)
Georgia
$2.96M -$75K -929 -3%
MGW
52
MB Generational Wealth
Washington
$2.95M +$159K +1,965 +6%
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$2.93M -$18.6M -230,647 -87%
PMIM
54
Prudent Man Investment Management
Colorado
$2.89M -$32K -396 -1%
JWA
55
JFS Wealth Advisors
Pennsylvania
$2.85M +$1.39M +17,284 +101%
KNW
56
Kesler Norman & Wride
Utah
$2.84M +$846K +10,482 +44%
MWA
57
Monograph Wealth Advisors
California
$2.82M +$611K +7,572 +29%
RIAS
58
Rachor Investment Advisory Services
Michigan
$2.72M +$88.6K +1,098 +3%
Jane Street
59
Jane Street
New York
$2.61M -$1.83M -22,739 -42%
ACM
60
Aspen Capital Management
Idaho
$2.54M +$371K +4,599 +18%
VPWA
61
Vestia Personal Wealth Advisors
Indiana
$2.52M +$182K +2,257 +8%
BWA
62
Babb Wealth Advisors
Arizona
$2.41M +$30.3K +376 +1%
CPIG
63
Chicago Partners Investment Group
Illinois
$2.37M +$342K +4,239 +17%
FIA
64
Foundations Investment Advisors
Arizona
$2.32M +$320K +3,963 +16%
RWM
65
Ruedi Wealth Management
Illinois
$2.29M +$1.16M +14,332 +107%
BPA
66
Beacon Pointe Advisors
California
$2.17M +$38K +471 +2%
CPA
67
Cardiff Park Advisors
California
$2.11M +$9.36K +116 +0.5%
MFWP
68
Mosaic Family Wealth Partners
Missouri
$2.1M +$115K +1,421 +6%
SSC
69
Syverson Strege & Co
Iowa
$2.09M -$75.4K -934 -4%
SWM
70
Sterling Wealth Management
Illinois
$2M -$58.9K -730 -3%
EFP
71
Envision Financial Planning
Tennessee
$2M +$143K +1,777 +8%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$1.93M +$59.2K +734 +3%
IWM
73
IHT Wealth Management
Illinois
$1.92M +$164K +2,028 +10%
FFG
74
Fiduciary Financial Group
California
$1.85M +$50K +619 +3%
PAM
75
Pacific Asset Management
Washington
$1.7M +$79.9K +990 +5%