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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$312K +$55.5K +868 +21%
PWP
77
Parkwoods Wealth Partners
New York
$311K +$318K +4,976 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$304K -$28K -438 -8%
RIP
79
RAM Investment Partners
Washington
$300K +$40.7K +637 +15%
BAWC
80
Boyce & Associates Wealth Consulting
Texas
$298K +$53.6K +838 +21%
FWM
81
FMB Wealth Management
California
$285K +$291K +4,557 New
BAM
82
BOS Asset Management
Illinois
$285K +$34.6K +541 +13%
MWA
83
Monograph Wealth Advisors
California
$269K +$275K +4,307 New
NRG
84
Nemes Rush Group
Michigan
$268K +$274K +4,287 New
PWM
85
PBMares Wealth Management
Virginia
$253K +$24.9K +390 +11%
GA
86
Greenspring Advisors
Maryland
$252K +$25.9K +405 +11%
MWA
87
Mills Wealth Advisors
Texas
$242K +$247K +3,869 New
FWM
88
Fonville Wealth Management
Virginia
$236K +$242K +3,784 New
MA
89
Mutual Advisors
Nebraska
$235K +$237K +3,712 New
SAF
90
Smith Anglin Financial
Texas
$226K +$1.09K +17 +0.5%
LG
91
LAM Group
Oregon
$225K +$4.28K +67 +2%
AP
92
Adero Partners
California
$224K +$229K +3,580 New
EFP
93
Envision Financial Planning
Tennessee
$219K +$7.42K +116 +3%
TFG
94
Tilson Financial Group
New Jersey
$218K -$41.1K -643 -16%
SIAG
95
Safeguard Investment Advisory Group
California
$209K -$58.6K -917 -22%
SC
96
Savant Capital
Illinois
$207K +$212K +3,320 New
AC
97
Annandale Capital
Texas
$207K +$211K +3,307 New
PWIA
98
Porter White Investment Advisors
Alabama
$207K -$20.8K -325 -9%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$205K -$63.9K -1,000 -23%
PFA
100
Pillar Financial Advisors
Kentucky
$203K +$207K +3,242 New