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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
AssuredPartners Investment Advisors
Florida
$2.39M +$10.1K +133 +0.4%
RIAS
52
Rachor Investment Advisory Services
Michigan
$2.34M -$15.5K -203 -0.6%
BWA
53
Babb Wealth Advisors
Arizona
$2.12M +$110K +1,448 +5%
VPWA
54
Vestia Personal Wealth Advisors
Indiana
$2.08M +$98.4K +1,292 +5%
GAM
55
Gotham Asset Management
New York
$2.07M +$4.65M +61,068 New
MWA
56
Monograph Wealth Advisors
California
$1.96M +$195K +2,564 +11%
CPIG
57
Chicago Partners Investment Group
Illinois
$1.95M +$375K +4,924 +25%
Raymond James Financial
58
Raymond James Financial
Florida
$1.95M +$234K +3,076 +13%
SSC
59
Syverson Strege & Co
Iowa
$1.93M -$226K -2,964 -10%
ACM
60
Aspen Capital Management
Idaho
$1.92M +$211K +2,773 +12%
BPA
61
Beacon Pointe Advisors
California
$1.9M +$111K +1,464 +6%
CPA
62
Cardiff Park Advisors
California
$1.87M +$519K +6,813 +37%
SWM
63
Sterling Wealth Management
Illinois
$1.83M +$392K +5,143 +26%
FIA
64
Foundations Investment Advisors
Arizona
$1.77M +$625K +8,206 +52%
MFWP
65
Mosaic Family Wealth Partners
Missouri
$1.77M +$168K +2,208 +10%
KNW
66
Kesler Norman & Wride
Utah
$1.76M +$65.6K +862 +4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.67M +$299K +3,921 +21%
EFP
68
Envision Financial Planning
Tennessee
$1.65M +$894K +11,742 +111%
FFG
69
Fiduciary Financial Group
California
$1.6M -$109K -1,425 -6%
IWM
70
IHT Wealth Management
Illinois
$1.56M +$518K +6,805 +48%
FG
71
Foster Group
Iowa
$1.55M +$407K +5,345 +34%
CPW
72
Cogent Private Wealth
Florida
$1.52M -$85.6K -1,124 -5%
PAM
73
Pacific Asset Management
Washington
$1.45M +$149K +1,955 +11%
Betterment LLC
74
Betterment LLC
New York
$1.37M +$52.9K +695 +4%
JWA
75
JFS Wealth Advisors
Pennsylvania
$1.27M +$569K +7,475 +77%