We are live on ! Find out more
DFAW icon

Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$543K -$3.25K -52 -0.6%
HFA
77
Hippocratic Financial Advisors
California
$540K +$35.3K +564 +8%
BWMG
78
Bannerman Wealth Management Group
Texas
$536K +$500K +7,991 New
JC
79
Jentner Corp
Ohio
$536K +$8.32K +133 +2%
RCI
80
RS Crum Inc
California
$528K +$5.32K +85 +1%
VP
81
Verum Partners
North Carolina
$477K +$445K +7,112 New
SAI
82
Savvy Advisors Inc
New York
$466K +$143K +2,288 +49%
PWM
83
PBMares Wealth Management
Virginia
$466K +$55.9K +893 +15%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$464K +$76.4K +1,220 +21%
RIP
85
RAM Investment Partners
Washington
$458K -$22.7K -363 -5%
AC
86
Annandale Capital
Texas
$455K +$187K +2,992 +79%
DF
87
DecisionPoint Financial
Arizona
$453K +$50.2K +802 +14%
RFP
88
Root Financial Partners
California
$448K -$19K -303 -4%
PFM
89
Phillips Financial Management
Indiana
$440K -$32.1K -513 -7%
JWA
90
JFS Wealth Advisors
Pennsylvania
$438K +$63K +1,006 +18%
FWM
91
FMB Wealth Management
California
$438K +$87.6K +1,400 +27%
VWA
92
Visionary Wealth Advisors
Illinois
$435K +$181K +2,899 +81%
SWP
93
Stratos Wealth Partners
Ohio
$431K +$402K +6,417 New
BAWC
94
Boyce & Associates Wealth Consulting
Texas
$414K +$61.5K +982 +19%
MWM
95
Modera Wealth Management
New Jersey
$354K +$330K +5,279 New
Creative Planning
96
Creative Planning
Kansas
$346K +$323K +5,162 New
TFG
97
Tilson Financial Group
New Jersey
$330K +$19.8K +317 +7%
ASN
98
Advisory Services Network
Georgia
$327K +$301K +4,806 New
BAM
99
BOS Asset Management
Illinois
$326K +$35.2K +562 +13%
GAM
100
GEM Asset Management
Michigan
$323K +$60.1K +960 +25%