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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Arlington Financial Advisors
California
$28.6M +$26.4M +470,494 +3,729%
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$18.7M -$1.66M -29,521 -9%
FPF
3
First Pacific Financial
Washington
$17.8M +$7.24M +128,919 +75%
APG
4
Abacus Planning Group
South Carolina
$10.6M +$286K +5,091 +3%
HWM
5
HFG Wealth Management
Texas
$10M +$496K +8,832 +6%
SCP
6
Sivia Capital Partners
California
$6.15M +$374K +6,658 +7%
BWIA
7
Bryant Woods Investment Advisors
New York
$5.29M +$4.29M +76,451 +591%
SIM
8
Stratos Investment Management
Ohio
$4.7M +$4.47M +79,518 New
PWA
9
Physician Wealth Advisors
Utah
$4.53M +$2.4M +42,658 +114%
BIG
10
Builder Investment Group
Georgia
$2.98M +$194K +3,448 +7%
SSC
11
Syverson Strege & Co
Iowa
$2.33M +$1.4M +24,942 +172%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.15M +$1.21M +21,469 +144%
AC
13
Apella Capital
Connecticut
$1.67M +$633K +11,268 +66%
MSFS
14
Main Street Financial Solutions
Pennsylvania
$1.6M +$883K +15,711 +138%
KF
15
Krilogy Financial
Missouri
$1.11M +$1.05M +18,703 New
SFC
16
Sprinkle Financial Consultants
Colorado
$742K +$221K +3,933 +46%
MFWP
17
Mosaic Family Wealth Partners
Missouri
$635K +$603K +10,739 New
EAM
18
Evanson Asset Management
California
$600K +$570K +10,144 New
BIA
19
Barry Investment Advisors
Massachusetts
$592K +$562K +10,008 New
MGW
20
MB Generational Wealth
Washington
$536K +$509K +9,062 New
KSWWM
21
Keyes Stange & Wooten Wealth Management
Florida
$529K +$503K +8,952 New
SIG
22
Spinnaker Investment Group
California
$490K +$218K +3,875 +88%
VCP
23
Vista Capital Partners
Oregon
$472K +$449K +7,987 New
BPA
24
Beacon Pointe Advisors
California
$428K +$47.9K +853 +13%
RFP
25
Root Financial Partners
California
$413K