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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIP
101
RAM Investment Partners
Washington
$641K +$81.2K +1,066 +14%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$627K +$241K +3,169 +59%
EWA
103
EverSource Wealth Advisors
Alabama
$623K -$4.26K -56 -0.7%
WC
104
Wolfstich Capital
Massachusetts
$618K +$1.22M +16,081 New
DF
105
DecisionPoint Financial
Arizona
$612K +$83.9K +1,102 +15%
BAM
106
Belpointe Asset Management
Nevada
$608K +$9.59K +126 +2%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$592K -$180K -2,370 -23%
SC
108
Savant Capital
Illinois
$583K -$132K -1,732 -18%
BAM
109
BOS Asset Management
Illinois
$580K +$13.2K +173 +2%
MA
110
Mutual Advisors
Nebraska
$570K +$178K +2,332 +43%
EWA
111
Elevate Wealth Advisory
Georgia
$568K +$122K +1,600 +26%
MW
112
Marrick Wealth
California
$563K +$25.4K +333 +5%
BAWC
113
Boyce & Associates Wealth Consulting
Texas
$562K +$1.45K +19 +0.3%
VP
114
Verum Partners
North Carolina
$525K – – –
ATPW
115
Ashton Thomas Private Wealth
Arizona
$522K +$41.6K +546 +8%
BJL
116
Brighton Jones LLC
Washington
$503K +$519K +6,813 New
SM
117
Sensible Money
Arizona
$492K +$294K +3,867 +138%
RFP
118
Root Financial Partners
California
$474K +$12.3K +162 +3%
TFG
119
Tilson Financial Group
New Jersey
$468K -$320K -4,204 -40%
Corient Private Wealth
120
Corient Private Wealth
Florida
$463K +$76.5K +1,005 +19%
TFM
121
TFC Financial Management
Massachusetts
$453K +$168K +2,212 +56%
GAM
122
GEM Asset Management
Michigan
$447K +$53.7K +705 +13%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$443K +$46.2K +607 +11%
Creative Planning
124
Creative Planning
Kansas
$440K +$42.9K +564 +10%
FJWM
125
Ferguson Johnson Wealth Management
Maryland
$437K -$1.14K -15 -0.3%