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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$600K – – –
BAM
102
BOS Asset Management
Illinois
$569K +$174K +2,393 +45%
RIP
103
RAM Investment Partners
Washington
$564K +$33.5K +461 +6%
BAWC
104
Boyce & Associates Wealth Consulting
Texas
$562K +$50K +687 +10%
RCI
105
RS Crum Inc
California
$553K -$14.3K -196 -3%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$549K +$302K +4,145 +127%
MW
107
Marrick Wealth
California
$539K +$531K +7,292 New
DF
108
DecisionPoint Financial
Arizona
$532K +$35.7K +490 +7%
VP
109
Verum Partners
North Carolina
$526K – – –
HFA
110
Hippocratic Financial Advisors
California
$496K +$8.66K +119 +2%
ATPW
111
Ashton Thomas Private Wealth
Arizona
$483K +$96.8K +1,330 +26%
AFA
112
Alpha Financial Advisors
North Carolina
$474K +$202K +2,780 +77%
FF
113
Foundry Financial
California
$470K +$463K +6,359 New
EH
114
Equitable Holdings
New York
$464K +$214K +2,934 +88%
RFP
115
Root Financial Partners
California
$463K – – –
EWA
116
Elevate Wealth Advisory
Georgia
$452K +$72.4K +995 +19%
FJWM
117
Ferguson Johnson Wealth Management
Maryland
$439K +$432K +5,939 New
SCM
118
SB Capital Management
California
$430K +$423K +5,808 New
GAM
119
GEM Asset Management
Michigan
$404K +$24.7K +340 +7%
QCA
120
Quantify Chaos Advisors
New York
$404K +$397K +5,455 New
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$400K +$66K +907 +20%
Creative Planning
122
Creative Planning
Kansas
$400K -$15.4K -212 -4%
MA
123
Mutual Advisors
Nebraska
$399K +$57.3K +787 +17%
FPAS
124
Focus Partners Advisor Solutions
Missouri
$398K +$15.9K +218 +4%
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$395K -$279K -3,835 -42%