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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
176
National Bank of Canada
Quebec, Canada
$43K – – –
WA
177
Waverly Advisors
Alabama
$36.1K +$35.5K +488 New
VWM
178
Vermillion Wealth Management
Minnesota
$29.5K -$2.26K -31 -7%
AF
179
Allworth Financial
California
$18.5K – – –
MCA
180
Maryland Capital Advisors
Maryland
$10.8K – – –
GCM
181
Gunpowder Capital Management
Maryland
$10.5K +$10.3K +142 New
QC
182
Quent Capital
New York
$9.91K – – –
EF
183
Entrust Financial
Pennsylvania
$8.99K +$8.8K +121 New
AF
184
Advisornet Financial
Minnesota
$8.39K +$8.22K +113 New
EWP
185
Elevation Wealth Partners
California
$5.92K – – –
SC
186
SouthState Corp
Florida
$3.92K +$3.86K +53 New
LAMC
187
Longview Asset Management (California)
California
$2.81K +$2.77K +38 New
Bank of America
188
Bank of America
North Carolina
$2.52K – – –
KA
189
Kozak & Associates
Colorado
$313 +$291 +4 New
CI
190
Cordant Inc
Oregon
$148 – – –
MSFS
191
Main Street Financial Solutions
Pennsylvania
– -$3.49M -48,583 Closed
TWP
192
Total Wealth Planning
Ohio
– -$536K -7,465 Closed
BJL
193
Brighton Jones LLC
Washington
– -$367K -5,102 Closed
AL
194
Aspiriant LLC
California
– -$237K -3,294 Closed
SFA
195
Sequoia Financial Advisors
Ohio
– -$217K -3,021 Closed
DAS
196
Dynamic Advisor Solutions
Arizona
– -$205K -2,852 Closed
CCM
197
Cloud Capital Management
Washington
– -$54K -760 Closed
Royal Bank of Canada
198
Royal Bank of Canada
Ontario, Canada
– -$40K -550 Closed
US Bancorp
199
US Bancorp
Minnesota
– -$7.76K -108 Closed
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
– -$6.97K -97 Closed