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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
76
Mills Wealth Advisors
Texas
$1.03M +$226K +3,105 +29%
SWP
77
Stratos Wealth Partners
Ohio
$1.02M -$3.57K -49 -0.4%
BTI
78
Blue Trust Inc
Georgia
$966K +$112K +1,539 +13%
RWM
79
Ruedi Wealth Management
Illinois
$941K +$72.9K +1,002 +9%
HFA
80
Highland Financial Advisors
New Jersey
$931K
NRG
81
Nemes Rush Group
Michigan
$908K +$30K +412 +3%
FWP
82
Falcon Wealth Planning
California
$837K -$34K -467 -4%
FWM
83
FMB Wealth Management
California
$835K +$58.2K +800 +8%
MSWM
84
Master's Wealth Management
Pennsylvania
$834K +$820K +11,275 New
SAI
85
Savvy Advisors Inc
New York
$828K +$130K +1,793 +19%
AC
86
Annandale Capital
Texas
$810K +$303K +4,162 +61%
EFP
87
Envision Financial Planning
Tennessee
$783K +$68.1K +936 +10%
TFG
88
Tilson Financial Group
New Jersey
$780K +$377K +5,176 +96%
WW
89
Waterfront Wealth
Kansas
$777K +$66.1K +909 +10%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$769K +$665K +9,145 +731%
BWMG
91
Bannerman Wealth Management Group
Texas
$722K +$5.89K +81 +0.8%
JWA
92
JFS Wealth Advisors
Pennsylvania
$719K +$144K +1,972 +25%
LFGO
93
Legacy Financial Group (Oklahoma)
Oklahoma
$715K +$175K +2,410 +33%
SC
94
Savant Capital
Illinois
$713K +$347K +4,772 +98%
VWA
95
Visionary Wealth Advisors
Illinois
$699K +$46.6K +640 +7%
AAM
96
Austin Asset Management
Texas
$693K
OIA
97
OneDigital Investment Advisors
Kansas
$655K +$72.8K +1,001 +13%
EWA
98
EverSource Wealth Advisors
Alabama
$629K +$23.9K +328 +4%
LCWP
99
Legacy Capital Wealth Partners
Arkansas
$603K +$375K +5,160 +172%
BAM
100
Belpointe Asset Management
Nevada
$600K