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Dimensional World Equity ETF

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