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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Empirical Wealth Management
Washington
$223K +$11.9K +163 +6%
CMP
152
Coston McIsaac & Partners
Maine
$221K +$22K +302 +11%
AFO
153
Aurelius Family Office
New Hampshire
$219K +$8.3K +114 +4%
SM
154
Sensible Money
Arizona
$207K +$204K +2,799 New
DFP
155
Donalies Financial Planning
District of Columbia
$207K +$204K +2,797 New
SIAG
156
Safeguard Investment Advisory Group
California
$202K +$199K +2,734 New
ALWM
157
Andrews Lucia Wealth Management
California
$202K +$198K +2,724 New
CMBA
158
C.M. Bidwell & Associates
Hawaii
$196K – – –
LI
159
LRI Investments
Florida
$182K +$16.2K +222 +10%
RLIM
160
Red Lighthouse Investment Management
New York
$173K +$63.6K +874 +60%
FF
161
Frankly Finances
Florida
$168K +$165K +2,267 New
Osaic Holdings
162
Osaic Holdings
Arizona
$148K -$92.1K -1,265 -39%
TC
163
Trust Company
Kansas
$141K +$139K +1,910 New
ADL
164
Asset Dedication LLC
California
$122K +$26.6K +365 +28%
CW
165
Curio Wealth
Maryland
$99.3K +$73 +1 +0.1%
CBT
166
Crews Bank & Trust
Florida
$93.6K – – –
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$90.8K +$49.6K +682 +125%
IPS
168
Investors Portfolio Services
Washington
$89K +$87.5K +1,203 New
NRWA
169
North Ridge Wealth Advisors
Oregon
$86.2K +$1.82K +25 +2%
SIC
170
SJS Investment Consulting
Ohio
$85.4K +$5.09K +70 +6%
PS
171
Pinney & Scofield
Massachusetts
$70.3K +$26.8K +368 +63%
ME
172
McIlrath & Eck
Washington
$64.5K +$3.57K +49 +6%
Morgan Stanley
173
Morgan Stanley
New York
$51.4K -$2.47K -34 -5%
MFC
174
Morris Financial Concepts
South Carolina
$49.5K -$19.2K -264 -28%
CWP
175
Concord Wealth Partners
Virginia
$45.1K -$68.3K -939 -61%