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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$480K +$213K +4,163 +80%
KAS
27
Kestra Advisory Services
Texas
$467K +$1.28K +25 +0.3%
HighTower Advisors
28
HighTower Advisors
Illinois
$465K
SWA
29
Sax Wealth Advisors
New Jersey
$427K +$427K +8,353 New
WWS
30
Wellington Wealth Strategies
Indiana
$418K +$163K +3,198 New
TFM
31
Trademark Financial Management
Minnesota
$392K -$6.64K -130 -2%
LAM
32
LifePro Asset Management
California
$379K
LFA
33
Level Financial Advisors
New York
$355K +$48.8K +956 +16%
NA
34
NewEdge Advisors
Louisiana
$334K +$2.3K +45 +0.7%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$332K +$4.9K +96 +1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$291K +$291K +5,703 New
TWM
37
Tanager Wealth Management
United Kingdom
$275K +$8.53K +167 +3%
JC
38
Jentner Corp
Ohio
$272K
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$250K +$2.09K +41 +0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$224K +$224K +4,387 New
Betterment LLC
41
Betterment LLC
New York
$202K +$201K +3,944 New
GWM
42
Grand Wealth Management
Michigan
$201K -$26K -508 -11%
EFP
43
EnRich Financial Partners
Wisconsin
$182K +$2.86K +56 +2%
JWA
44
JFS Wealth Advisors
Pennsylvania
$160K
LC
45
Lindbrook Capital
California
$140K +$140K +2,734 New
OCM
46
Orion Capital Management
California
$129K +$255 +5 +0.2%
JP Morgan Chase
47
JP Morgan Chase
New York
$99.1K -$1.79K -35 -2%
CPA
48
Cardiff Park Advisors
California
$91.3K +$766 +15 +0.8%
EWA
49
Elevate Wealth Advisory
Georgia
$67.1K +$67.1K +1,314 New
ME
50
McIlrath & Eck
Washington
$48.3K -$21.8K -426 -31%