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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$390K +$582 +8 +0.2%
MWM
127
Modera Wealth Management
New Jersey
$388K -$3.71K -51 -1%
ASN
128
Advisory Services Network
Georgia
$362K -$6.62K -91 -2%
PFA
129
Pillar Financial Advisors
Kentucky
$361K +$15.7K +216 +5%
HCM
130
Hutchinson Capital Management
California
$333K +$327K +4,499 New
XPN
131
XY Planning Network
Montana
$329K +$323K +4,441 New
CWR
132
Chico Wealth RIA
California
$318K +$51.7K +710 +20%
BHWM
133
Beaird Harris Wealth Management
Texas
$317K +$239K +3,290 +330%
PFM
134
Phillips Financial Management
Indiana
$313K +$3.86K +53 +1%
KAM
135
KEB Asset Management
Illinois
$309K +$63.9K +878 +27%
IAG
136
Investment Advisory Group
Massachusetts
$309K +$73 +1 +0%
AFP
137
Ausdal Financial Partners
Iowa
$308K +$303K +4,158 New
FWM
138
Fonville Wealth Management
Virginia
$299K +$15.6K +214 +6%
TFM
139
TFC Financial Management
Massachusetts
$291K +$286K +3,927 New
SOAG
140
Silver Oak Advisory Group
Oregon
$285K +$280K +3,853 New
VWA
141
Vistica Wealth Advisors
California
$263K +$259K +3,558 New
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$262K +$437 +6 +0.2%
CRC
143
Catawba River Capital
South Carolina
$261K +$257K +3,529 New
FM
144
Foster & Motley
Ohio
$261K +$257K +3,530 New
LG
145
LAM Group
Oregon
$259K +$146 +2 +0.1%
MWM
146
Maripau Wealth Management
Indiana
$252K +$248K +3,413 New
SAW
147
Signal Advisors Wealth
Michigan
$252K +$248K +3,413 New
RCAG
148
Rehmann Capital Advisory Group
Michigan
$236K – – –
BJB
149
Broadhurst Jeffrey B
$231K +$227K +3,126 New
PWIA
150
Porter White Investment Advisors
Alabama
$223K -$23.4K -322 -10%