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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$1.41M +$133K +1,910 +11%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.33M -$34.9K -501 -3%
CPA
53
Cardiff Park Advisors
California
$1.33M +$4.31K +62 +0.3%
Betterment LLC
54
Betterment LLC
New York
$1.29M +$32.8K +471 +3%
Raymond James Financial
55
Raymond James Financial
Florida
$1.29M -$439K -6,314 -26%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.25M +$307K +4,419 +34%
ACM
57
Aspen Capital Management
Idaho
$1.16M +$197K +2,832 +21%
FG
58
Foster Group
Iowa
$1.1M +$4.45K +64 +0.4%
MWA
59
Monograph Wealth Advisors
California
$1.09M +$39.2K +563 +4%
PAM
60
Pacific Asset Management
Washington
$1.05M +$275K +3,957 +37%
SWP
61
Stratos Wealth Partners
Ohio
$994K +$516K +7,419 +116%
CSP
62
Cary Street Partners
Virginia
$979K +$179K +2,572 +23%
HFA
63
Highland Financial Advisors
New Jersey
$905K
RWM
64
Riverbend Wealth Management
South Carolina
$892K +$22K +316 +3%
SPA
65
Shore Point Advisors
New Jersey
$856K +$131K +1,886 +19%
NRG
66
Nemes Rush Group
Michigan
$853K +$41.1K +591 +5%
FWP
67
Falcon Wealth Planning
California
$847K -$3.48K -50 -0.4%
RWM
68
Ruedi Wealth Management
Illinois
$842K -$39.6K -569 -5%
BTI
69
Blue Trust Inc
Georgia
$828K +$3.62K +52 +0.5%
MWA
70
Mills Wealth Advisors
Texas
$773K +$112K +1,603 +18%
FWM
71
FMB Wealth Management
California
$754K +$275K +3,958 +61%
MSF
72
Mustard Seed Financial
Arkansas
$729K -$23.7K -340 -3%
BWMG
73
Bannerman Wealth Management Group
Texas
$695K +$117K +1,681 +21%
EFP
74
Envision Financial Planning
Tennessee
$693K +$23.9K +344 +4%
SAI
75
Savvy Advisors Inc
New York
$675K +$170K +2,448 +35%