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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Parkwoods Wealth Partners
New York
$1.84M +$263K +3,612 +17%
BPA
52
Beacon Pointe Advisors
California
$1.79M +$248K +3,406 +16%
KFAS
53
Keating Financial Advisory Services
Kansas
$1.78M +$1.76M +24,123 New
MWA
54
Monograph Wealth Advisors
California
$1.77M +$643K +8,830 +58%
Raymond James Financial
55
Raymond James Financial
Florida
$1.73M +$399K +5,489 +31%
ACM
56
Aspen Capital Management
Idaho
$1.72M +$518K +7,125 +44%
FFG
57
Fiduciary Financial Group
California
$1.71M +$179K +2,454 +12%
KNW
58
Kesler Norman & Wride
Utah
$1.7M +$1.67M +23,007 New
MFWP
59
Mosaic Family Wealth Partners
Missouri
$1.61M +$37.5K +516 +2%
CPW
60
Cogent Private Wealth
Florida
$1.61M +$1.58M +21,730 New
CPIG
61
Chicago Partners Investment Group
Illinois
$1.5M +$30.8K +423 +2%
SWM
62
Sterling Wealth Management
Illinois
$1.46M -$94.1K -1,293 -6%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.38M +$91.1K +1,252 +7%
CPA
64
Cardiff Park Advisors
California
$1.37M +$5.17K +71 +0.4%
Betterment LLC
65
Betterment LLC
New York
$1.32M -$14.3K -196 -1%
PAM
66
Pacific Asset Management
Washington
$1.3M +$216K +2,967 +20%
Jane Street
67
Jane Street
New York
$1.24M +$548K +7,529 +82%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.22M +$826K +11,346 +220%
SPA
69
Shore Point Advisors
New Jersey
$1.18M +$299K +4,107 +34%
FIA
70
Foundations Investment Advisors
Arizona
$1.17M +$1.15M +15,827 New
FG
71
Foster Group
Iowa
$1.16M +$27.7K +381 +2%
CSP
72
Cary Street Partners
Virginia
$1.12M +$106K +1,454 +11%
MSF
73
Mustard Seed Financial
Arkansas
$1.07M +$319K +4,377 +43%
RWM
74
Riverbend Wealth Management
South Carolina
$1.07M +$152K +2,086 +17%
IWM
75
IHT Wealth Management
Illinois
$1.06M +$1.04M +14,300 New