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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
76
JFS Wealth Advisors
Pennsylvania
$1.27M +$569K +7,475 +77%
LAM
77
Lakewood Asset Management
Illinois
$1.19M +$1.23M +16,142 New
BTI
78
Blue Trust Inc
Georgia
$1.19M +$232K +3,046 +23%
MSF
79
Mustard Seed Financial
Arkansas
$1.17M +$102K +1,337 +9%
MWA
80
Mills Wealth Advisors
Texas
$1.15M +$128K +1,684 +12%
RWM
81
Riverbend Wealth Management
South Carolina
$1.03M -$42.3K -556 -4%
SAI
82
Savvy Advisors Inc
New York
$1.01M +$194K +2,553 +23%
RWM
83
Ruedi Wealth Management
Illinois
$986K +$49K +644 +5%
AC
84
Annandale Capital
Texas
$964K +$161K +2,113 +19%
LFGO
85
Legacy Financial Group (Oklahoma)
Oklahoma
$929K +$223K +2,923 +30%
HFA
86
Highland Financial Advisors
New Jersey
$929K – – –
AAM
87
Austin Asset Management
Texas
$915K +$231K +3,032 +32%
FWM
88
FMB Wealth Management
California
$905K +$74.1K +973 +9%
CSP
89
Cary Street Partners
Virginia
$897K -$223K -2,923 -19%
NRG
90
Nemes Rush Group
Michigan
$863K -$43.7K -574 -5%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$859K +$321K +4,220 +57%
CWR
92
Chico Wealth RIA
California
$848K +$548K +7,194 +167%
WW
93
Waterfront Wealth
Kansas
$768K +$22.9K +301 +3%
OIA
94
OneDigital Investment Advisors
Kansas
$745K +$94.2K +1,237 +14%
BWMG
95
Bannerman Wealth Management Group
Texas
$736K +$17.2K +226 +2%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$722K +$335K +4,396 +82%
VWA
97
Visionary Wealth Advisors
Illinois
$721K +$24.1K +316 +3%
FWP
98
Falcon Wealth Planning
California
$716K -$123K -1,615 -14%
LCWP
99
Legacy Capital Wealth Partners
Arkansas
$690K +$91.8K +1,206 +15%
RCI
100
RS Crum Inc
California
$664K +$116K +1,522 +20%