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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Summit Financial Strategies
Ohio
$200K
CMP
102
Coston McIsaac & Partners
Maine
$169K +$11.8K +184 +7%
CMBA
103
C.M. Bidwell & Associates
Hawaii
$166K
MG
104
Mather Group
Illinois
$136K
FFA
105
Farther Finance Advisors
California
$120K +$36.6K +573 +43%
CWP
106
Concord Wealth Partners
Virginia
$116K +$45.9K +718 +63%
CW
107
Curio Wealth
Maryland
$93.1K +$95.2K +1,490 New
CBT
108
Crews Bank & Trust
Florida
$79K +$80.9K +1,265 New
RLIM
109
Red Lighthouse Investment Management
New York
$64.6K +$23.3K +365 +55%
SIC
110
SJS Investment Consulting
Ohio
$51K +$9.59K +150 +23%
Morgan Stanley
111
Morgan Stanley
New York
$50.5K -$1.92K -30 -4%
ME
112
McIlrath & Eck
Washington
$42.8K +$320 +5 +0.7%
VWM
113
Vermillion Wealth Management
Minnesota
$37K +$37.9K +593 New
GJIA
114
Glass Jacobson Investment Advisors
Maryland
$30.3K +$31.1K +486 New
PC
115
Promus Capital
Illinois
$30.1K +$30.7K +481 New
Osaic Holdings
116
Osaic Holdings
Arizona
$24K +$24.5K +384 New
AWM
117
Avior Wealth Management
Nebraska
$15.9K +$16.1K +252 +12,600%
PS
118
Pinney & Scofield
Massachusetts
$14.5K +$14.8K +232 New
MFC
119
Morris Financial Concepts
South Carolina
$12.4K
AF
120
Allworth Financial
California
$10.6K
QC
121
Quent Capital
New York
$8.37K
JP Morgan Chase
122
JP Morgan Chase
New York
$5.62K +$5.75K +90 New
CPA
123
Cardiff Park Advisors
California
$1.06K
TIM
124
Tortoise Investment Management
New York
$812
CI
125
Cordant Inc
Oregon
$63 +$64 +1 New