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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Arlington Financial Advisors
California
$31.6M +$616K +10,102 +2%
FPF
2
First Pacific Financial
Washington
$27.2M +$3.07M +50,255 +13%
DPW
3
DiNuzzo Private Wealth
Pennsylvania
$17M -$2.22M -36,402 -12%
SIS
4
Strategic Investment Solutions
Illinois
$15.9M +$883K +14,471 +6%
APG
5
Abacus Planning Group
South Carolina
$11.9M +$164K +2,692 +1%
KSWWM
6
Keyes Stange & Wooten Wealth Management
Florida
$10.1M +$416K +6,820 +4%
HWM
7
HFG Wealth Management
Texas
$8.97M
SCP
8
Sivia Capital Partners
California
$8.84M +$1.78M +29,252 +27%
PWA
9
Physician Wealth Advisors
Utah
$7.82M +$754K +12,362 +11%
BWIA
10
Bryant Woods Investment Advisors
New York
$7.09M +$6.82M +111,782 New
SIM
11
Stratos Investment Management
Ohio
$5.76M +$371K +6,073 +7%
AC
12
Apella Capital
Connecticut
$3.9M +$1.2M +19,603 +46%
BIG
13
Builder Investment Group
Georgia
$3.53M +$229K +3,750 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.01M +$177K +2,894 +6%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$2.66M +$82.3K +1,348 +3%
Jane Street
16
Jane Street
New York
$2.65M +$1.39M +22,730 +119%
SSC
17
Syverson Strege & Co
Iowa
$2.35M -$94K -1,541 -4%
EAM
18
Evanson Asset Management
California
$2.1M +$746K +12,227 +58%
KF
19
Krilogy Financial
Missouri
$2.02M +$205K +3,359 +12%
TWA
20
TCI Wealth Advisors
Arizona
$1.61M +$1.09M +17,782 +235%
SFC
21
Sprinkle Financial Consultants
Colorado
$1.58M +$148K +2,427 +11%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.48M +$998K +16,357 +234%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.39M +$1.33M +21,845 New
SIG
24
Spinnaker Investment Group
California
$1.29M +$372K +6,099 +43%
BIA
25
Barry Investment Advisors
Massachusetts
$1.1M +$144K +2,365 +16%