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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$378K +$366K +5,267 New
ATPW
102
Ashton Thomas Private Wealth
Arizona
$374K +$31K +445 +9%
FPAS
103
Focus Partners Advisor Solutions
Missouri
$373K +$42.6K +612 +13%
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$370K +$99.1K +1,425 +38%
EWA
105
Elevate Wealth Advisory
Georgia
$367K +$98.8K +1,421 +39%
BJL
106
Brighton Jones LLC
Washington
$367K +$48.3K +695 +16%
GAM
107
GEM Asset Management
Michigan
$361K +$15.7K +225 +5%
ASN
108
Advisory Services Network
Georgia
$358K +$12.2K +175 +4%
SC
109
Savant Capital
Illinois
$349K +$14.6K +210 +5%
PFA
110
Pillar Financial Advisors
Kentucky
$335K +$56.9K +818 +21%
MA
111
Mutual Advisors
Nebraska
$333K +$1.25K +18 +0.4%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$324K +$24.8K +357 +9%
PFM
113
Phillips Financial Management
Indiana
$301K -$165K -2,373 -36%
IAG
114
Investment Advisory Group
Massachusetts
$300K +$2.16K +31 +0.7%
GA
115
Greenspring Advisors
Maryland
$299K +$290K +4,165 New
FWM
116
Fonville Wealth Management
Virginia
$275K +$1.04K +15 +0.4%
AFA
117
Alpha Financial Advisors
North Carolina
$261K -$81.6K -1,173 -24%
CWR
118
Chico Wealth RIA
California
$258K +$250K +3,593 New
Pathstone Holdings
119
Pathstone Holdings
New Jersey
$254K +$29.8K +429 +14%
LG
120
LAM Group
Oregon
$251K +$139 +2 +0.1%
PWIA
121
Porter White Investment Advisors
Alabama
$240K +$487 +7 +0.2%
EH
122
Equitable Holdings
New York
$239K +$232K +3,332 New
KAM
123
KEB Asset Management
Illinois
$237K +$20.1K +289 +10%
AL
124
Aspiriant LLC
California
$237K +$229K +3,294 New
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$235K +$228K +3,271 New