We are live on ! Find out more
DFAW icon

Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCI
51
RS Crum Inc
California
$547K -$26.7K -417 -5%
TFP
52
Triune Financial Partners
Kansas
$539K +$551K +8,624 New
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$533K +$139K +2,171 +34%
Betterment LLC
54
Betterment LLC
New York
$523K +$14.6K +228 +3%
BFG
55
Berger Financial Group
Minnesota
$514K +$527K +8,237 New
VPWA
56
Vestia Personal Wealth Advisors
Indiana
$508K +$243K +3,799 +88%
BAM
57
Belpointe Asset Management
Nevada
$497K
JC
58
Jentner Corp
Ohio
$491K +$502K +7,854 New
SCA
59
Strathmore Capital Advisors
North Carolina
$486K +$498K +7,784 New
BPA
60
Beacon Pointe Advisors
California
$481K +$135K +2,117 +38%
HFA
61
Hippocratic Financial Advisors
California
$464K +$475K +7,432 New
EWA
62
EverSource Wealth Advisors
Alabama
$463K +$474K +7,412 New
RFP
63
Root Financial Partners
California
$437K
PFM
64
Phillips Financial Management
Indiana
$436K +$236K +3,695 +113%
CCC
65
Compass Capital Corp
Massachusetts
$402K +$411K +6,433 New
TC
66
TownSquare Capital
Utah
$397K +$406K +6,350 New
SPA
67
Shore Point Advisors
New Jersey
$386K +$145K +2,276 +58%
PL
68
Plancorp LLC
Missouri
$382K +$391K +6,111 New
JWA
69
JFS Wealth Advisors
Pennsylvania
$345K
DF
70
DecisionPoint Financial
Arizona
$343K +$24.5K +383 +8%
AFA
71
Alpha Financial Advisors
North Carolina
$333K +$18.8K +294 +6%
PAM
72
Pacific Asset Management
Washington
$330K +$338K +5,283 New
MSF
73
Mustard Seed Financial
Arkansas
$326K +$103K +1,617 +45%
IAG
74
Investment Advisory Group
Massachusetts
$319K +$4.99K +78 +2%
ASN
75
Advisory Services Network
Georgia
$316K +$324K +5,066 New