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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$404K +$398K +5,225 +2,090%
QCA
127
Quantify Chaos Advisors
New York
$403K +$914 +12 +0.2%
MWM
128
Modera Wealth Management
New Jersey
$388K +$990 +13 +0.2%
LI
129
LRI Investments
Florida
$373K +$197K +2,589 +105%
AFP
130
Ausdal Financial Partners
Iowa
$372K +$67.8K +890 +21%
ASN
131
Advisory Services Network
Georgia
$369K +$8.07K +106 +2%
EH
132
Equitable Holdings
New York
$365K -$102K -1,337 -21%
HFA
133
Hippocratic Financial Advisors
California
$360K -$139K -1,825 -27%
XPN
134
XY Planning Network
Montana
$360K +$30.4K +399 +9%
KAM
135
KEB Asset Management
Illinois
$353K +$45.5K +597 +14%
PFA
136
Pillar Financial Advisors
Kentucky
$350K -$10.5K -138 -3%
EFP
137
Elser Financial Planning
Indiana
$340K +$352K +4,622 New
BHWM
138
Beaird Harris Wealth Management
Texas
$339K +$23.2K +305 +7%
HCM
139
Hutchinson Capital Management
California
$335K +$2.89K +38 +0.8%
CCM
140
Cloud Capital Management
Washington
$316K +$327K +4,291 New
HI
141
Harbour Investments
Wisconsin
$311K +$321K +4,219 New
IAG
142
Investment Advisory Group
Massachusetts
$308K +$76 +1 +0%
AFA
143
Alpha Financial Advisors
North Carolina
$305K -$173K -2,274 -35%
FWM
144
Fonville Wealth Management
Virginia
$298K
SOAG
145
Silver Oak Advisory Group
Oregon
$292K +$8.53K +112 +3%
EWM
146
Empirical Wealth Management
Washington
$280K +$59.8K +785 +26%
CRC
147
Catawba River Capital
South Carolina
$276K +$13.8K +181 +5%
FM
148
Foster & Motley
Ohio
$273K +$12.9K +170 +5%
IA
149
Inspire Advisors
Idaho
$266K +$275K +3,611 New
VWA
150
Vistica Wealth Advisors
California
$263K