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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
176
SJS Investment Consulting
Ohio
$89.3K +$4.26K +56 +5%
PS
177
Pinney & Scofield
Massachusetts
$89.2K +$19.6K +258 +27%
IPS
178
Investors Portfolio Services
Washington
$89K +$228 +3 +0.2%
CSPIA
179
Cary Street Partners Investment Advisory
Virginia
$64.4K +$66.5K +873 New
BH
180
Burk Holdings
Oklahoma
$60.6K +$62.6K +822 New
MFC
181
Morris Financial Concepts
South Carolina
$49.4K
Morgan Stanley
182
Morgan Stanley
New York
$49.1K -$2.21K -29 -4%
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$43.2K
EWP
184
Elevation Wealth Partners
California
$39.2K +$34.3K +451 +564%
WA
185
Waverly Advisors
Alabama
$36.1K +$76 +1 +0.2%
YAL
186
Your Advocates Ltd
Texas
$16.9K +$17.4K +229 New
EF
187
Entrust Financial
Pennsylvania
$14.8K +$6.09K +80 +66%
SPIA
188
Steward Partners Investment Advisory
New York
$14.8K +$15.2K +200 New
AAS
189
Ameritas Advisory Services
Nebraska
$11K +$11.3K +149 New
UBS Group
190
UBS Group
Switzerland
$10.7K +$11K +145 New
AFC
191
Ares Financial Consulting
California
$10.4K +$10.6K +139 New
QC
192
Quent Capital
New York
$9.89K
Fidelity Investments
193
Fidelity Investments
Massachusetts
$9.59K +$9.9K +130 New
AF
194
Advisornet Financial
Minnesota
$9.57K +$1.29K +17 +15%
MWA
195
Medallion Wealth Advisors
Connecticut
$5.53K +$5.71K +75 New
VWM
196
Vermillion Wealth Management
Minnesota
$5.2K -$25.1K -329 -82%
LAMC
197
Longview Asset Management (California)
California
$2.88K +$76 +1 +3%
GWM
198
Grand Wealth Management
Michigan
$2.76K +$2.82K +37 New
KA
199
Kozak & Associates
Colorado
$320
AGWCA
200
Annis Gardner Whiting Capital Advisors
Florida
$296 +$305 +4 New