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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Farther Finance Advisors
California
$91.7K -$21.5K -344 -20%
ADL
127
Asset Dedication LLC
California
$91K +$18.3K +292 +27%
CW
128
Curio Wealth
Maryland
$89K +$82.9K +1,324 +44,133%
CBT
129
Crews Bank & Trust
Florida
$84.9K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$76K +$71K +1,135 New
RLIM
131
Red Lighthouse Investment Management
New York
$72.2K +$33.6K +537 +99%
SIC
132
SJS Investment Consulting
Ohio
$71.8K +$6.01K +96 +10%
ME
133
McIlrath & Eck
Washington
$54.3K +$6.95K +111 +16%
Morgan Stanley
134
Morgan Stanley
New York
$50K -$2.44K -39 -5%
GJIA
135
Glass Jacobson Investment Advisors
Maryland
$32.7K +$63 +1 +0.2%
PC
136
Promus Capital
Illinois
$32.5K +$188 +3 +0.6%
PS
137
Pinney & Scofield
Massachusetts
$29.9K +$4.82K +77 +21%
VWM
138
Vermillion Wealth Management
Minnesota
$28.8K -$3.88K -62 -13%
LI
139
LRI Investments
Florida
$28.1K +$26.2K +418 New
MFC
140
Morris Financial Concepts
South Carolina
$27.2K +$11.2K +179 +79%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$19K +$18.1K +290 New
BHWM
142
Beaird Harris Wealth Management
Texas
$18.6K +$17.4K +278 New
AF
143
Allworth Financial
California
$16.8K
US Bancorp
144
US Bancorp
Minnesota
$10.9K +$10.2K +163 New
MCA
145
Maryland Capital Advisors
Maryland
$9.79K +$9.14K +146 New
EWP
146
Elevation Wealth Partners
California
$5.6K +$5.19K +83 New
TIM
147
Tortoise Investment Management
New York
$872
CI
148
Cordant Inc
Oregon
$135 +$63 +1 +100%
PCIA
149
Prime Capital Investment Advisors
Kansas
-$3.29M -53,703 Closed
TC
150
TownSquare Capital
Utah
-$2.09M -34,025 Closed