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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIP
76
RAM Investment Partners
Washington
$440K +$151K +2,383 +50%
PFM
77
Phillips Financial Management
Indiana
$433K +$5.95K +94 +1%
RFP
78
Root Financial Partners
California
$428K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$406K +$419K +6,618 New
PWM
80
PBMares Wealth Management
Virginia
$371K +$127K +2,001 +49%
CCC
81
Compass Capital Corp
Massachusetts
$366K
DF
82
DecisionPoint Financial
Arizona
$363K +$27.9K +441 +8%
AFA
83
Alpha Financial Advisors
North Carolina
$351K +$25.2K +398 +7%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$349K +$51.7K +817 +17%
JWA
85
JFS Wealth Advisors
Pennsylvania
$339K
BAWC
86
Boyce & Associates Wealth Consulting
Texas
$318K +$26.5K +418 +9%
MA
87
Mutual Advisors
Nebraska
$315K +$95K +1,500 +40%
FWM
88
FMB Wealth Management
California
$314K +$36.3K +574 +13%
Corient Private Wealth
89
Corient Private Wealth
Florida
$314K +$325K +5,131 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$288K -$18.4K -291 -6%
SAI
91
Savvy Advisors Inc
New York
$286K +$295K +4,659 New
TFG
92
Tilson Financial Group
New Jersey
$282K +$71K +1,122 +32%
Mariner
93
Mariner
Kansas
$275K +$285K +4,495 New
BAM
94
BOS Asset Management
Illinois
$264K -$16.1K -254 -6%
BOC
95
Blue Oak Capital
California
$261K +$270K +4,267 New
AP
96
Adero Partners
California
$260K +$41.5K +656 +18%
WW
97
Waterfront Wealth
Kansas
$257K +$266K +4,194 New
IAG
98
Investment Advisory Group
Massachusetts
$254K -$60.9K -962 -19%
EFP
99
Envision Financial Planning
Tennessee
$252K +$38.1K +602 +17%
SIAG
100
Safeguard Investment Advisory Group
California
$250K +$46.5K +735 +22%