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Dimensional Global Sustainability Fixed Income ETF
DFSB
DFSB
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Grand Wealth Management
Grand Rapids,
Michigan
| $144K | +$508 | +10 | +0.3% |
|
|
OCM
27
Orion Capital Management
Coronado,
California
| $129K | +$131K | +2,586 | New |
|
|
CPA
28
Cardiff Park Advisors
Carlsbad,
California
| $70.1K | +$407 | +8 | +0.6% |
|
|
ME
29
McIlrath & Eck
Arlington,
Washington
| $66.7K | – | – | – |
|
|
EWP
30
Elevation Wealth Partners
Santa Rosa,
California
| $29.3K | +$29.9K | +588 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $9.97K | +$10.2K | +200 | New |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $5.83K | – | – | – |
|
|
SFC
33
SYM Financial Corp
Winona Lake,
Indiana
| $4.04K | +$4.12K | +81 | New |
|
34
Corient Private Wealth
Miami,
Florida
| – | -$5.54M | -108,361 | Closed |
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$795K | -15,348 | Closed |
|
|
DI
36
Disciplined Investments
Tulsa,
Oklahoma
| – | -$12.2K | -238 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$6.65K | -130 | Closed |
|