We are live on ! Find out more
DFAW icon

Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Arlington Financial Advisors
California
$32.1M +$1.07M +16,682 +3%
FPF
2
First Pacific Financial
Washington
$30.5M +$3.81M +59,616 +14%
WMN
3
Wealth Management Nebraska
Nebraska
$20.5M +$20.9M +327,434 New
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.1M -$688K -10,770 -4%
JWM
5
JP Wealth Management
South Carolina
$13M +$13.3M +208,177 New
SIS
6
Strategic Investment Solutions
Illinois
$12.9M -$2.37M -37,008 -15%
APG
7
Abacus Planning Group
South Carolina
$12.2M +$470K +7,359 +4%
KSWWM
8
Keyes Stange & Wooten Wealth Management
Florida
$10.8M +$851K +13,306 +8%
SCP
9
Sivia Capital Partners
California
$9.58M +$896K +14,023 +10%
HWM
10
HFG Wealth Management
Texas
$8.95M -$623K -9,746 -6%
PWA
11
Physician Wealth Advisors
Utah
$8.8M +$1.14M +17,863 +15%
BWIA
12
Bryant Woods Investment Advisors
New York
$7.62M +$651K +10,188 +9%
AIS
13
American Investment Services
Massachusetts
$6.29M +$5.76M +90,181 +854%
MWM
14
McMill Wealth Management
Nebraska
$4.9M +$5.01M +78,438 New
SIM
15
Stratos Investment Management
Ohio
$4.63M -$1.06M -16,625 -18%
AC
16
Apella Capital
Connecticut
$4.31M +$449K +7,029 +11%
BIG
17
Builder Investment Group
Georgia
$3.73M +$258K +4,041 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.09M +$129K +2,022 +4%
EAM
19
Evanson Asset Management
California
$2.87M +$822K +12,854 +39%
Jane Street
20
Jane Street
New York
$2.69M +$76.9K +1,203 +3%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$2.62M
SSC
22
Syverson Strege & Co
Iowa
$2.28M -$30.8K -482 -1%
AIA
23
AssuredPartners Investment Advisors
Florida
$2.12M +$2.17M +33,903 New
TWA
24
TCI Wealth Advisors
Arizona
$2.1M +$529K +8,281 +33%
SFC
25
Sprinkle Financial Consultants
Colorado
$2.03M +$488K +7,630 +31%