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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Altiora Financial Group
Ohio
$532K
W
27
WPWealth
Texas
$508K +$500K +9,559 New
HPFG
28
Hart & Patterson Financial Group
Massachusetts
$504K -$6.64K -127 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$482K -$837 -16 -0.2%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$447K +$99.3K +1,899 +29%
SWA
31
Sax Wealth Advisors
New Jersey
$444K
TFM
32
Trademark Financial Management
Minnesota
$440K +$31K +592 +8%
LAM
33
LifePro Asset Management
California
$394K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$381K +$76.1K +1,456 +26%
LFA
35
Level Financial Advisors
New York
$358K -$11.4K -218 -3%
NA
36
NewEdge Advisors
Louisiana
$349K +$732 +14 +0.2%
KAS
37
Kestra Advisory Services
Texas
$345K -$139K -2,655 -29%
JC
38
Jentner Corp
Ohio
$283K
TWM
39
Tanager Wealth Management
United Kingdom
$271K -$14.9K -284 -5%
FFG
40
Fiduciary Financial Group
California
$267K +$264K +5,058 New
VBA
41
von Borstel & Associates
Oregon
$262K +$258K +4,928 New
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$261K +$1.46K +28 +0.6%
Osaic Holdings
43
Osaic Holdings
Arizona
$255K +$251K +4,805 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$232K -$1.41K -27 -0.6%
GWM
45
Grand Wealth Management
Michigan
$210K +$837 +16 +0.4%
EFP
46
EnRich Financial Partners
Wisconsin
$206K +$16.1K +307 +9%
SFC
47
Sprinkle Financial Consultants
Colorado
$205K +$202K +3,858 New
JWA
48
JFS Wealth Advisors
Pennsylvania
$166K
EWA
49
EP Wealth Advisors
California
$161K +$158K +3,020 New
JP Morgan Chase
50
JP Morgan Chase
New York
$105K +$1.52K +29 +1%