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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$41.7M +$5M +79,848 +15%
AFA
2
Arlington Financial Advisors
California
$39.1M +$3.58M +57,146 +11%
WMN
3
Wealth Management Nebraska
Nebraska
$32.6M +$5.53M +88,342 +22%
DPW
4
DiNuzzo Private Wealth
Pennsylvania
$16.5M -$441K -7,049 -3%
SIS
5
Strategic Investment Solutions
Illinois
$14.8M -$6.68M -106,662 -33%
APG
6
Abacus Planning Group
South Carolina
$14.6M +$194K +3,105 +1%
SIM
7
Stratos Investment Management
Ohio
$12.7M +$3.99M +63,757 +51%
KSWWM
8
Keyes Stange & Wooten Wealth Management
Florida
$10.7M -$115K -1,845 -1%
BWIA
9
Bryant Woods Investment Advisors
New York
$10.4M +$684K +10,931 +8%
SCP
10
Sivia Capital Partners
California
$10.3M +$537K +8,575 +6%
PWA
11
Physician Wealth Advisors
Utah
$9.86M +$51.6K +825 +0.6%
TFP
12
Triune Financial Partners
Kansas
$9.83M +$8.06M +128,710 +724%
MPW
13
MASECO Private Wealth
$8.98M +$8.38M +133,950 New
MWM
14
McMill Wealth Management
Nebraska
$8.19M +$1.26M +20,127 +20%
HWM
15
HFG Wealth Management
Texas
$7.3M -$745K -11,910 -9%
AIS
16
American Investment Services
Massachusetts
$6.89M -$111K -1,774 -2%
RHP
17
Royal Harbor Partners
Texas
$6.88M +$6.42M +102,632 New
AC
18
Apella Capital
Connecticut
$6.62M +$641K +10,237 +12%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.48M +$5.11M +81,636 +100,785%
EAM
20
Evanson Asset Management
California
$4.19M +$277K +4,429 +8%
BIG
21
Builder Investment Group
Georgia
$4.19M +$99K +1,582 +3%
TWA
22
TCI Wealth Advisors
Arizona
$4.14M +$1.48M +23,607 +62%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.12M +$526K +8,412 +16%
SCA
24
Strathmore Capital Advisors
North Carolina
$3.91M +$3.6M +57,586 New
LPL Financial
25
LPL Financial
California
$3.3M -$371K -5,927 -11%