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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Arlington Financial Advisors
California
$29M +$241K +4,103 +0.8%
FPF
2
First Pacific Financial
Washington
$22.6M +$4.57M +77,912 +26%
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$18.1M -$637K -10,865 -3%
SIS
4
Strategic Investment Solutions
Illinois
$14.5M +$13.8M +235,733 New
APG
5
Abacus Planning Group
South Carolina
$11M +$333K +5,684 +3%
KSWWM
6
Keyes Stange & Wooten Wealth Management
Florida
$9.07M +$8.4M +143,359 +1,601%
HWM
7
HFG Wealth Management
Texas
$8.97M -$1.08M -18,444 -11%
PWA
8
Physician Wealth Advisors
Utah
$6.9M +$1.79M +30,484 +38%
SCP
9
Sivia Capital Partners
California
$6.55M +$359K +6,127 +6%
SIM
10
Stratos Investment Management
Ohio
$5.05M +$306K +5,216 +7%
BIG
11
Builder Investment Group
Georgia
$3.09M +$85K +1,449 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.65M +$477K +8,135 +22%
AC
13
Apella Capital
Connecticut
$2.55M +$823K +14,030 +50%
MSFS
14
Main Street Financial Solutions
Pennsylvania
$2.41M +$790K +13,474 +50%
SSC
15
Syverson Strege & Co
Iowa
$2.29M -$55.2K -942 -2%
KF
16
Krilogy Financial
Missouri
$1.7M +$573K +9,778 +52%
SFC
17
Sprinkle Financial Consultants
Colorado
$1.34M +$584K +9,958 +79%
EAM
18
Evanson Asset Management
California
$1.25M +$632K +10,778 +106%
Jane Street
19
Jane Street
New York
$1.14M +$1.12M +19,077 New
BIA
20
Barry Investment Advisors
Massachusetts
$894K +$294K +5,007 +50%
SIG
21
Spinnaker Investment Group
California
$845K +$346K +5,894 +71%
MFWP
22
Mosaic Family Wealth Partners
Missouri
$751K +$110K +1,872 +17%
MGW
23
MB Generational Wealth
Washington
$615K +$74.1K +1,264 +14%
RWM
24
Ruedi Wealth Management
Illinois
$564K +$499K +8,515 +882%
RCI
25
RS Crum Inc
California
$545K +$537K +9,159 New