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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
BOS Asset Management
Illinois
$719K +$67K +830 +11%
SM
102
Sensible Money
Arizona
$714K +$158K +1,959 +29%
EWA
103
Elevate Wealth Advisory
Georgia
$696K +$56.5K +700 +9%
UAG
104
United Advisor Group
Ohio
$693K +$676K +8,373 New
EWA
105
EverSource Wealth Advisors
Alabama
$690K -$8.55K -106 -1%
BAM
106
Belpointe Asset Management
Nevada
$687K +$4.36K +54 +0.7%
KAM
107
KEB Asset Management
Illinois
$684K +$282K +3,489 +73%
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$681K -$22.1K -274 -3%
ATPW
109
Ashton Thomas Private Wealth
Arizona
$670K +$81.7K +1,013 +14%
GAM
110
GEM Asset Management
Michigan
$659K +$153K +1,902 +31%
DF
111
DecisionPoint Financial
Arizona
$659K -$25.2K -312 -4%
BJL
112
Brighton Jones LLC
Washington
$641K +$74.8K +927 +14%
MW
113
Marrick Wealth
California
$635K +$3.95K +49 +0.6%
BAWC
114
Boyce & Associates Wealth Consulting
Texas
$634K +$3.87K +48 +0.6%
MWM
115
Modera Wealth Management
New Jersey
$630K +$190K +2,350 +45%
Corient Private Wealth
116
Corient Private Wealth
Florida
$611K +$88.5K +1,097 +17%
VP
117
Verum Partners
North Carolina
$589K – – –
SC
118
Savant Capital
Illinois
$588K -$64.8K -803 -10%
AFA
119
Alpha Financial Advisors
North Carolina
$575K +$227K +2,812 +68%
TFG
120
Tilson Financial Group
New Jersey
$560K +$34.7K +430 +7%
RFP
121
Root Financial Partners
California
$542K +$10K +124 +2%
KFI
122
Kachkovsky & Fisher Inc
California
$540K +$526K +6,521 New
TFM
123
TFC Financial Management
Massachusetts
$526K +$17.4K +216 +4%
UWM
124
USAdvisors Wealth Management
Minnesota
$512K +$275K +3,403 +122%
FWP
125
Falcon Wealth Planning
California
$503K -$293K -3,630 -37%