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Dimensional World Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPF
1
First Pacific Financial
Washington
$63.8M +$3.76M +49,441 +6%
WMN
2
Wealth Management Nebraska
Nebraska
$59.3M +$9.83M +129,151 +19%
AFA
3
Arlington Financial Advisors
California
$47.8M +$585K +7,686 +1%
FFA
4
Farther Finance Advisors
California
$26.9M +$1.06M +13,857 +4%
SIS
5
Strategic Investment Solutions
Illinois
$20.7M -$136K -1,790 -0.6%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$19.6M +$17.8M +233,413 +714%
DPW
7
DiNuzzo Private Wealth
Pennsylvania
$17.2M -$129K -1,694 -0.7%
APG
8
Abacus Planning Group
South Carolina
$15.6M +$473K +6,212 +3%
PL
9
Plancorp LLC
Missouri
$13.5M +$3.26M +42,873 +32%
KSWWM
10
Keyes Stange & Wooten Wealth Management
Florida
$12.7M +$771K +10,128 +6%
JP Morgan Chase
11
JP Morgan Chase
New York
$12.5M +$3M +39,368 +29%
BWIA
12
Bryant Woods Investment Advisors
New York
$12.5M +$768K +10,090 +6%
GA
13
Greenspring Advisors
Maryland
$12M +$1.18M +15,542 +11%
SIM
14
Stratos Investment Management
Ohio
$11.8M -$461K -6,060 -4%
AC
15
Apella Capital
Connecticut
$11.4M +$1.2M +15,775 +12%
PWA
16
Physician Wealth Advisors
Utah
$10.9M -$267K -3,503 -2%
TFP
17
Triune Financial Partners
Kansas
$10.7M +$101K +1,330 +0.9%
MPW
18
MASECO Private Wealth
$10.4M +$400K +5,251 +4%
HWM
19
HFG Wealth Management
Texas
$9.88M -$110K -1,446 -1%
SCP
20
Sivia Capital Partners
California
$9.58M -$2.57M -33,751 -21%
RHP
21
Royal Harbor Partners
Texas
$9.17M +$470K +6,167 +5%
SCA
22
Strathmore Capital Advisors
North Carolina
$8.62M +$1.69M +22,151 +26%
AIS
23
American Investment Services
Massachusetts
$8.38M +$84.9K +1,115 +1%
DFS
24
Demming Financial Services
Ohio
$7.34M +$413K +5,423 +6%
EAM
25
Evanson Asset Management
California
$7.04M +$810K +10,644 +13%