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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$47.7M +$2.96M +42,579 +7%
AFA
2
Arlington Financial Advisors
California
$44.4M +$2.44M +35,086 +6%
WMN
3
Wealth Management Nebraska
Nebraska
$42.7M +$7.4M +106,322 +22%
SIS
4
Strategic Investment Solutions
Illinois
$17.2M +$1.3M +18,623 +8%
DPW
5
DiNuzzo Private Wealth
Pennsylvania
$17.1M -$180K -2,591 -1%
APG
6
Abacus Planning Group
South Carolina
$14.6M -$1.03M -14,753 -7%
KSWWM
7
Keyes Stange & Wooten Wealth Management
Florida
$11.6M +$144K +2,073 +1%
BWIA
8
Bryant Woods Investment Advisors
New York
$11.5M +$317K +4,551 +3%
SCP
9
Sivia Capital Partners
California
$11.4M +$410K +5,894 +4%
SIM
10
Stratos Investment Management
Ohio
$11.2M -$2.29M -32,946 -17%
PWA
11
Physician Wealth Advisors
Utah
$11.2M +$598K +8,602 +6%
MWM
12
McMill Wealth Management
Nebraska
$10.6M +$1.76M +25,231 +21%
TFP
13
Triune Financial Partners
Kansas
$10.2M -$309K -4,435 -3%
MPW
14
MASECO Private Wealth
$9.62M -$1.39K -20 -0%
HWM
15
HFG Wealth Management
Texas
$9.53M +$930K +13,374 +11%
JP Morgan Chase
16
JP Morgan Chase
New York
$8.19M +$2.25M +32,313 +40%
RHP
17
Royal Harbor Partners
Texas
$7.87M +$478K +6,877 +7%
AC
18
Apella Capital
Connecticut
$7.72M +$705K +10,141 +10%
AIS
19
American Investment Services
Massachusetts
$7.38M +$209 +3 +0%
EAM
20
Evanson Asset Management
California
$5.14M +$623K +8,950 +14%
TWA
21
TCI Wealth Advisors
Arizona
$5.02M +$562K +8,084 +13%
PL
22
Plancorp LLC
Missouri
$4.91M +$1.4M +20,074 +42%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.77M +$346K +4,981 +8%
BIG
24
Builder Investment Group
Georgia
$4.55M +$66.5K +956 +2%
SCA
25
Strathmore Capital Advisors
North Carolina
$4.51M +$359K +5,161 +9%