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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$231K +$60.9K +875 +37%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$229K
SFA
128
Sequoia Financial Advisors
Ohio
$217K +$210K +3,021 New
LCWP
129
Legacy Capital Wealth Partners
Arkansas
$215K +$208K +2,992 New
DAS
130
Dynamic Advisor Solutions
Arizona
$205K +$198K +2,852 New
EWM
131
Empirical Wealth Management
Washington
$205K +$198K +2,848 New
AFO
132
Aurelius Family Office
New Hampshire
$201K +$194K +2,796 New
CMP
133
Coston McIsaac & Partners
Maine
$192K -$7.17K -103 -4%
CMBA
134
C.M. Bidwell & Associates
Hawaii
$191K
LI
135
LRI Investments
Florida
$161K +$127K +1,822 +436%
CWP
136
Concord Wealth Partners
Virginia
$111K +$348 +5 +0.3%
RLIM
137
Red Lighthouse Investment Management
New York
$105K +$27.2K +391 +36%
CW
138
Curio Wealth
Maryland
$95.4K +$70 +1 +0.1%
FFA
139
Farther Finance Advisors
California
$93.7K -$4.31K -62 -5%
ADL
140
Asset Dedication LLC
California
$92.4K -$4.94K -71 -5%
CBT
141
Crews Bank & Trust
Florida
$90.9K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$90K +$8.07K +116 +10%
NRWA
143
North Ridge Wealth Advisors
Oregon
$81.9K +$79.3K +1,140 New
SIC
144
SJS Investment Consulting
Ohio
$77.9K +$904 +13 +1%
BHWM
145
Beaird Harris Wealth Management
Texas
$71.7K +$50.1K +720 +259%
MFC
146
Morris Financial Concepts
South Carolina
$67K +$36.7K +527 +130%
ME
147
McIlrath & Eck
Washington
$59.1K +$974 +14 +2%
CCM
148
Cloud Capital Management
Washington
$54K +$52.9K +760 New
Morgan Stanley
149
Morgan Stanley
New York
$52.4K -$1.18K -17 -2%
PS
150
Pinney & Scofield
Massachusetts
$41.9K +$9.53K +137 +31%