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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSF
51
Mustard Seed Financial
Arkansas
$219K +$216K +3,685 New
GA
52
Greenspring Advisors
Maryland
$216K
PWIA
53
Porter White Investment Advisors
Alabama
$216K +$1.05K +18 +0.5%
PFM
54
Phillips Financial Management
Indiana
$215K +$59 +1 +0%
SAF
55
Smith Anglin Financial
Texas
$214K
BAM
56
BOS Asset Management
Illinois
$202K +$199K +3,386 New
TFG
57
Tilson Financial Group
New Jersey
$200K +$197K +3,352 New
CMBA
58
C.M. Bidwell & Associates
Hawaii
$158K +$156K +2,653 New
CMP
59
Coston McIsaac & Partners
Maine
$136K +$110K +1,877 +453%
LG
60
LAM Group
Oregon
$125K +$1.99K +34 +2%
MG
61
Mather Group
Illinois
$123K +$18.1K +308 +17%
CWP
62
Concord Wealth Partners
Virginia
$67.9K +$352 +6 +0.5%
FFA
63
Farther Finance Advisors
California
$62.5K +$61.6K +1,050 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$53K +$52.2K +890 New
Morgan Stanley
65
Morgan Stanley
New York
$51.5K -$1.58K -27 -3%
RLIM
66
Red Lighthouse Investment Management
New York
$39.8K +$7.56K +129 +24%
ME
67
McIlrath & Eck
Washington
$39.1K +$1.64K +28 +4%
SIC
68
SJS Investment Consulting
Ohio
$33.2K +$32.7K +558 New
MFC
69
Morris Financial Concepts
South Carolina
$24.4K +$1.52K +26 +7%
AF
70
Allworth Financial
California
$10K
QC
71
Quent Capital
New York
$7.98K
CAS
72
Coppell Advisory Solutions
Texas
$1.31K +$1.29K +22 New
NRG
73
Nemes Rush Group
Michigan
$357 +$352 +6 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$60 +$59 +1 New
BWIA
75
Bryant Woods Investment Advisors
New York
-$5.29M -89,391 Closed