We are live on ! Find out more
DFAW icon

Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SM
101
Sensible Money
Arizona
$714K +$158K +1,959 +29%
EWA
102
Elevate Wealth Advisory
Georgia
$696K +$56.5K +700 +9%
UAG
103
United Advisor Group
Ohio
$693K +$676K +8,373 New
EWA
104
EverSource Wealth Advisors
Alabama
$690K -$8.55K -106 -1%
BAM
105
Belpointe Asset Management
Nevada
$687K +$4.36K +54 +0.7%
KAM
106
KEB Asset Management
Illinois
$684K +$282K +3,489 +73%
Envestnet Asset Management
107
Envestnet Asset Management
Illinois
$681K -$22.1K -274 -3%
ATPW
108
Ashton Thomas Private Wealth
Arizona
$670K +$81.7K +1,013 +14%
GAM
109
GEM Asset Management
Michigan
$659K +$153K +1,902 +31%
DF
110
DecisionPoint Financial
Arizona
$659K -$25.2K -312 -4%
BJL
111
Brighton Jones LLC
Washington
$641K +$74.8K +927 +14%
MW
112
Marrick Wealth
California
$635K +$3.95K +49 +0.6%
BAWC
113
Boyce & Associates Wealth Consulting
Texas
$634K +$3.87K +48 +0.6%
MWM
114
Modera Wealth Management
New Jersey
$630K +$190K +2,350 +45%
Corient Private Wealth
115
Corient Private Wealth
Florida
$611K +$88.5K +1,097 +17%
VP
116
Verum Partners
North Carolina
$589K
SC
117
Savant Capital
Illinois
$588K -$64.8K -803 -10%
AFA
118
Alpha Financial Advisors
North Carolina
$575K +$227K +2,812 +68%
TFG
119
Tilson Financial Group
New Jersey
$560K +$34.7K +430 +7%
RFP
120
Root Financial Partners
California
$542K +$10K +124 +2%
TFM
121
TFC Financial Management
Massachusetts
$526K +$17.4K +216 +4%
UWM
122
USAdvisors Wealth Management
Minnesota
$512K +$275K +3,403 +122%
FWP
123
Falcon Wealth Planning
California
$503K -$293K -3,630 -37%
FJWM
124
Ferguson Johnson Wealth Management
Maryland
$495K +$5.41K +67 +1%
XPN
125
XY Planning Network
Montana
$481K +$78.2K +969 +20%