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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LG
151
LAM Group
Oregon
$258K +$76 +1 +0%
MWM
152
Maripau Wealth Management
Indiana
$252K +$609 +8 +0.2%
SWP
153
Stratos Wealth Partners
Ohio
$252K -$790K -10,378 -75%
RCAG
154
Rehmann Capital Advisory Group
Michigan
$235K
FFM
155
Forum Financial Management
Illinois
$227K +$234K +3,079 New
DFP
156
Donalies Financial Planning
District of Columbia
$219K +$13.3K +175 +6%
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$218K -$45.4K -596 -17%
ALWM
158
Andrews Lucia Wealth Management
California
$215K +$14.3K +188 +7%
CMP
159
Coston McIsaac & Partners
Maine
$211K -$9.59K -126 -4%
MWM
160
Mission Wealth Management
California
$205K +$212K +2,785 New
TL
161
Tradewinds LLC
North Carolina
$205K +$195K +2,560 New
AFO
162
Aurelius Family Office
New Hampshire
$204K -$11K -145 -5%
IAG
163
Investmark Advisory Group
Connecticut
$200K +$207K +2,716 New
UWM
164
USAdvisors Wealth Management
Minnesota
$200K +$213K +2,792 New
CMBA
165
C.M. Bidwell & Associates
Hawaii
$199K +$3.5K +46 +2%
PFM
166
Phillips Financial Management
Indiana
$194K -$122K -1,603 -38%
FF
167
Frankly Finances
Florida
$170K +$2.51K +33 +1%
Osaic Holdings
168
Osaic Holdings
Arizona
$152K +$4.8K +63 +3%
TC
169
Trust Company
Kansas
$141K
ME
170
McIlrath & Eck
Washington
$131K +$68.4K +898 +103%
GJIA
171
Glass Jacobson Investment Advisors
Maryland
$93.5K +$2.97K +39 +3%
CBT
172
Crews Bank & Trust
Florida
$93.3K
CW
173
Curio Wealth
Maryland
$93.3K -$4.87K -64 -5%
GCM
174
Gunpowder Capital Management
Maryland
$92.2K +$84.4K +1,108 +780%
NRWA
175
North Ridge Wealth Advisors
Oregon
$90.6K +$4.8K +63 +5%