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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
151
Vistica Wealth Advisors
California
$263K – – –
LG
152
LAM Group
Oregon
$258K +$76 +1 +0%
MWM
153
Maripau Wealth Management
Indiana
$252K +$609 +8 +0.2%
SWP
154
Stratos Wealth Partners
Ohio
$252K -$790K -10,378 -75%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$235K – – –
FFM
156
Forum Financial Management
Illinois
$227K +$234K +3,079 New
DFP
157
Donalies Financial Planning
District of Columbia
$219K +$13.3K +175 +6%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$218K -$45.4K -596 -17%
ALWM
159
Andrews Lucia Wealth Management
California
$215K +$14.3K +188 +7%
CMP
160
Coston McIsaac & Partners
Maine
$211K -$9.59K -126 -4%
MWM
161
Mission Wealth Management
California
$205K +$212K +2,785 New
TL
162
Tradewinds LLC
North Carolina
$205K +$195K +2,560 New
AFO
163
Aurelius Family Office
New Hampshire
$204K -$11K -145 -5%
WFA
164
Woodward Financial Advisors
North Carolina
$203K +$215K +2,828 New
IAG
165
Investmark Advisory Group
Connecticut
$200K +$207K +2,716 New
UWM
166
USAdvisors Wealth Management
Minnesota
$200K +$213K +2,792 New
CMBA
167
C.M. Bidwell & Associates
Hawaii
$199K +$3.5K +46 +2%
PFM
168
Phillips Financial Management
Indiana
$194K -$122K -1,603 -38%
FF
169
Frankly Finances
Florida
$170K +$2.51K +33 +1%
Osaic Holdings
170
Osaic Holdings
Arizona
$152K +$4.8K +63 +3%
TC
171
Trust Company
Kansas
$141K – – –
ME
172
McIlrath & Eck
Washington
$131K +$68.4K +898 +103%
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$93.5K +$2.97K +39 +3%
CBT
174
Crews Bank & Trust
Florida
$93.3K – – –
CW
175
Curio Wealth
Maryland
$93.3K -$4.87K -64 -5%