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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
176
Waverly Advisors
Alabama
$36.1K +$35.5K +488 New
VWM
177
Vermillion Wealth Management
Minnesota
$29.5K -$2.26K -31 -7%
AF
178
Allworth Financial
California
$18.5K
MCA
179
Maryland Capital Advisors
Maryland
$10.8K
GCM
180
Gunpowder Capital Management
Maryland
$10.5K +$10.3K +142 New
QC
181
Quent Capital
New York
$9.91K
EF
182
Entrust Financial
Pennsylvania
$8.99K +$8.8K +121 New
AF
183
Advisornet Financial
Minnesota
$8.39K +$8.22K +113 New
EWP
184
Elevation Wealth Partners
California
$5.92K
SC
185
SouthState Corp
Florida
$3.92K +$3.86K +53 New
LAMC
186
Longview Asset Management (California)
California
$2.81K +$2.77K +38 New
Bank of America
187
Bank of America
North Carolina
$2.52K
KA
188
Kozak & Associates
Colorado
$313 +$291 +4 New
CI
189
Cordant Inc
Oregon
$148
MSFS
190
Main Street Financial Solutions
Pennsylvania
-$3.49M -48,583 Closed
TWP
191
Total Wealth Planning
Ohio
-$536K -7,465 Closed
BJL
192
Brighton Jones LLC
Washington
-$367K -5,102 Closed
AL
193
Aspiriant LLC
California
-$237K -3,294 Closed
SFA
194
Sequoia Financial Advisors
Ohio
-$217K -3,021 Closed
DAS
195
Dynamic Advisor Solutions
Arizona
-$205K -2,852 Closed
CCM
196
Cloud Capital Management
Washington
-$54K -760 Closed
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
-$40K -550 Closed
US Bancorp
198
US Bancorp
Minnesota
-$7.76K -108 Closed
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
-$6.97K -97 Closed
TIM
200
Tortoise Investment Management
New York
-$934 -13 Closed