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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FJWM
126
Ferguson Johnson Wealth Management
Maryland
$495K +$5.41K +67 +1%
XPN
127
XY Planning Network
Montana
$481K +$78.2K +969 +20%
ADL
128
Asset Dedication LLC
California
$469K +$12.3K +153 +3%
QCA
129
Quantify Chaos Advisors
New York
$455K +$2.02K +25 +0.5%
Creative Planning
130
Creative Planning
Kansas
$447K -$45.4K -563 -9%
AF
131
Allworth Financial
California
$445K -$8.15K -101 -2%
HFA
132
Hippocratic Financial Advisors
California
$429K +$23.9K +296 +6%
LI
133
LRI Investments
Florida
$427K +$8.63K +107 +2%
PFA
134
Pillar Financial Advisors
Kentucky
$426K +$32K +397 +8%
AFP
135
Ausdal Financial Partners
Iowa
$418K – – –
BHWM
136
Beaird Harris Wealth Management
Texas
$397K +$16.8K +208 +5%
ASN
137
Advisory Services Network
Georgia
$397K -$16.1K -199 -4%
EFP
138
Elser Financial Planning
Indiana
$391K +$8.31K +103 +2%
WFA
139
Woodward Financial Advisors
North Carolina
$387K +$149K +1,846 +65%
CCM
140
Cloud Capital Management
Washington
$384K +$29K +359 +8%
HCM
141
Hutchinson Capital Management
California
$378K +$1.94K +24 +0.5%
CRC
142
Catawba River Capital
South Carolina
$376K +$66.6K +825 +22%
MWM
143
Mission Wealth Management
California
$366K +$132K +1,635 +59%
EH
144
Equitable Holdings
New York
$364K -$42.8K -530 -11%
WANY
145
Wealthspire Advisors (New York)
New York
$358K +$349K +4,328 New
HI
146
Harbour Investments
Wisconsin
$349K – – –
IAG
147
Investment Advisory Group
Massachusetts
$346K +$81 +1 +0%
OCA
148
OpenArc Corporate Advisory
Georgia
$341K +$333K +4,124 New
EWM
149
Empirical Wealth Management
Washington
$341K +$26K +322 +8%
FWM
150
Fonville Wealth Management
Virginia
$337K +$1.94K +24 +0.6%