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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$60.4M +$11M +151,594 +23%
WMN
2
Wealth Management Nebraska
Nebraska
$50M +$5.92M +81,316 +14%
AFA
3
Arlington Financial Advisors
California
$47.4M +$1.62M +22,204 +4%
FFA
4
Farther Finance Advisors
California
$25.8M +$25.3M +347,010 +26,611%
SIS
5
Strategic Investment Solutions
Illinois
$21M +$3.18M +43,689 +18%
DPW
6
DiNuzzo Private Wealth
Pennsylvania
$17.4M -$637K -8,747 -4%
APG
7
Abacus Planning Group
South Carolina
$15.2M +$214K +2,943 +1%
MWM
8
McMill Wealth Management
Nebraska
$13.2M +$2.27M +31,200 +21%
SIM
9
Stratos Investment Management
Ohio
$12.2M +$708K +9,725 +6%
SCP
10
Sivia Capital Partners
California
$12.1M +$352K +4,832 +3%
KSWWM
11
Keyes Stange & Wooten Wealth Management
Florida
$12M +$60.7K +834 +0.5%
BWIA
12
Bryant Woods Investment Advisors
New York
$11.7M -$59.5K -818 -0.5%
PWA
13
Physician Wealth Advisors
Utah
$11.2M -$309K -4,247 -3%
TFP
14
Triune Financial Partners
Kansas
$11M +$78.5K +1,079 +0.8%
GA
15
Greenspring Advisors
Maryland
$10.9M +$10.4M +143,024 +3,434%
MPW
16
MASECO Private Wealth
$10.1M +$176K +2,421 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$10M +$1.55M +21,367 +19%
HWM
18
HFG Wealth Management
Texas
$10M +$201K +2,765 +2%
PL
19
Plancorp LLC
Missouri
$9.78M +$4.65M +63,968 +94%
AC
20
Apella Capital
Connecticut
$9.43M +$1.4M +19,240 +18%
RHP
21
Royal Harbor Partners
Texas
$8.74M +$624K +8,574 +8%
AIS
22
American Investment Services
Massachusetts
$8.32M +$706K +9,702 +9%
DFS
23
Demming Financial Services
Ohio
$6.96M +$6.84M +94,044 New
SCA
24
Strathmore Capital Advisors
North Carolina
$6.37M +$1.7M +23,345 +37%
EAM
25
Evanson Asset Management
California
$6.27M +$964K +13,244 +19%