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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QC
201
Quent Capital
New York
$11.1K – – –
AFC
202
Ares Financial Consulting
California
$11K -$484 -6 -4%
Fidelity Investments
203
Fidelity Investments
Massachusetts
$10.9K +$161 +2 +2%
AssetMark Inc
204
AssetMark Inc
California
$10.2K +$9.93K +123 New
EF
205
Entrust Financial
Pennsylvania
$10.1K -$6.38K -79 -39%
APFP
206
Action Point Financial Planning
Michigan
$9.19K +$8.96K +111 New
MWA
207
Medallion Wealth Advisors
Connecticut
$6.21K – – –
VWM
208
Vermillion Wealth Management
Minnesota
$5.86K +$81 +1 +1%
CTWM
209
Cherry Tree Wealth Management
Minnesota
$4.97K +$4.84K +60 New
LAMC
210
Longview Asset Management (California)
California
$3.4K +$161 +2 +5%
IA
211
IFG Advisory
Georgia
$1.24K +$1.21K +15 New
HIA
212
Highland Investment Advisors
Florida
$1K +$968 +12 New
KA
213
Kozak & Associates
Colorado
$342 – – –
CI
214
Cordant Inc
Oregon
$166 – – –
GAM
215
Gotham Asset Management
New York
– -$2.07M -61,068 Closed
CPW
216
Cogent Private Wealth
Florida
– -$1.52M -20,606 Closed
BTI
217
Blue Trust Inc
Georgia
– -$1.19M -16,106 Closed
WC
218
Wolfstich Capital
Massachusetts
– -$618K -16,081 Closed
TL
219
Tradewinds LLC
North Carolina
– -$205K -2,560 Closed
CW
220
Curio Wealth
Maryland
– -$93.3K -1,265 Closed
Morgan Stanley
221
Morgan Stanley
New York
– -$49.1K -666 Closed
SPIA
222
Steward Partners Investment Advisory
New York
– -$14.8K -200 Closed
AAS
223
Ameritas Advisory Services
Nebraska
– -$11K -149 Closed
GWM
224
Grand Wealth Management
Michigan
– -$2.76K -37 Closed
AGWCA
225
Annis Gardner Whiting Capital Advisors
Florida
– -$296 -4 Closed