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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
151
Silver Oak Advisory Group
Oregon
$328K +$81 +1 +0%
AF
152
Apollon Financial
South Carolina
$326K +$318K +3,938 New
AWM
153
Axxcess Wealth Management
California
$317K +$309K +3,833 New
Bank of America
154
Bank of America
North Carolina
$316K +$308K +3,822 New
FM
155
Foster & Motley
Ohio
$314K +$7.1K +88 +2%
CMP
156
Coston McIsaac & Partners
Maine
$305K +$67.1K +832 +29%
ARA
157
Approach Retirement Advisors
Alabama
$301K +$294K +3,640 New
VWA
158
Vistica Wealth Advisors
California
$295K +$888 +11 +0.3%
MWM
159
Maripau Wealth Management
Indiana
$295K +$11.4K +141 +4%
SAW
160
Signal Advisors Wealth
Michigan
$295K +$287K +3,562 New
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$291K +$282K +3,495 New
LG
162
LAM Group
Oregon
$290K +$161 +2 +0.1%
FFM
163
Forum Financial Management
Illinois
$276K +$20.1K +249 +8%
Truist Financial
164
Truist Financial
North Carolina
$258K +$251K +3,116 New
IA
165
Inspire Advisors
Idaho
$254K -$44.3K -549 -15%
CMBA
166
C.M. Bidwell & Associates
Hawaii
$246K +$21.5K +267 +10%
RCAG
167
Rehmann Capital Advisory Group
Michigan
$245K -$18.5K -229 -7%
Pathstone Holdings
168
Pathstone Holdings
New Jersey
$245K +$565 +7 +0.2%
AFO
169
Aurelius Family Office
New Hampshire
$241K +$11.5K +142 +5%
CI
170
CX Institutional
Indiana
$238K +$232K +2,870 New
PFM
171
Phillips Financial Management
Indiana
$237K +$18.8K +233 +9%
ALWM
172
Andrews Lucia Wealth Management
California
$235K -$5.97K -74 -3%
DFP
173
Donalies Financial Planning
District of Columbia
$230K -$15.3K -190 -6%
IAG
174
Investmark Advisory Group
Connecticut
$226K +$888 +11 +0.4%
1WA
175
180 Wealth Advisors
Washington
$222K +$217K +2,684 New