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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Parkwoods Wealth Partners
New York
$1.19M +$298K +4,768 +37%
Betterment LLC
52
Betterment LLC
New York
$1.18M +$508K +8,123 +86%
FG
53
Foster Group
Iowa
$1.02M +$120K +1,918 +14%
FFG
54
Fiduciary Financial Group
California
$998K +$123K +1,964 +15%
KFGG
55
Keystone Financial Group (Georgia)
Georgia
$979K +$62K +991 +7%
MWA
56
Monograph Wealth Advisors
California
$978K +$124K +1,975 +16%
ACM
57
Aspen Capital Management
Idaho
$893K +$83.9K +1,341 +11%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$871K -$13.3K -212 -2%
HFA
59
Highland Financial Advisors
New Jersey
$844K +$788K +12,587 New
RWM
60
Ruedi Wealth Management
Illinois
$824K -$118K -1,884 -13%
RWM
61
Riverbend Wealth Management
South Carolina
$812K +$46.1K +737 +6%
FWP
62
Falcon Wealth Planning
California
$794K +$27.3K +437 +4%
BTI
63
Blue Trust Inc
Georgia
$769K +$188K +2,998 +35%
NRG
64
Nemes Rush Group
Michigan
$756K +$218K +3,482 +45%
CSP
65
Cary Street Partners
Virginia
$741K +$226K +3,607 +48%
PAM
66
Pacific Asset Management
Washington
$718K +$4.51K +72 +0.7%
MSF
67
Mustard Seed Financial
Arkansas
$703K +$190K +3,043 +41%
SPA
68
Shore Point Advisors
New Jersey
$672K +$166K +2,652 +36%
TWP
69
Total Wealth Planning
Ohio
$658K -$74.1K -1,184 -11%
BPA
70
Beacon Pointe Advisors
California
$640K +$23.4K +374 +4%
AAM
71
Austin Asset Management
Texas
$632K +$11.8K +189 +2%
EFP
72
Envision Financial Planning
Tennessee
$624K +$325K +5,190 +126%
MWA
73
Mills Wealth Advisors
Texas
$614K +$114K +1,818 +25%
WW
74
Waterfront Wealth
Kansas
$577K +$276K +4,403 +105%
BAM
75
Belpointe Asset Management
Nevada
$544K +$9.64K +154 +2%