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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
26
Creative Capital Management Investments
California
$1.17M +$125K +2,396 +12%
TWM
27
Tanager Wealth Management
United Kingdom
$1.15M +$909K +17,433 +342%
RIM
28
RW Investment Management
Idaho
$955K +$5.79K +111 +0.6%
B
29
BetterWealth
California
$874K +$65.9K +1,264 +8%
CW
30
Curio Wealth
Maryland
$853K +$873K +16,753 New
DWM
31
Diversify Wealth Management
Utah
$847K +$29.9K +573 +4%
SA
32
Skyline Advisors
Washington
$816K +$835K +16,015 New
MWM
33
Modera Wealth Management
New Jersey
$790K +$49.3K +945 +6%
BWA
34
Babb Wealth Advisors
Arizona
$666K +$681K +13,074 New
CWP
35
Concord Wealth Partners
Virginia
$642K +$4.48K +86 +0.7%
SWA
36
Sax Wealth Advisors
New Jersey
$642K +$222K +4,251 +51%
DPW
37
DiNuzzo Private Wealth
Pennsylvania
$618K -$8.76K -168 -1%
NA
38
NewEdge Advisors
Louisiana
$599K +$272K +5,210 +79%
HighTower Advisors
39
HighTower Advisors
Illinois
$543K +$82.6K +1,585 +17%
W
40
WPWealth
Texas
$542K +$55.9K +1,072 +11%
HPFG
41
Hart & Patterson Financial Group
Massachusetts
$539K +$57K +1,093 +12%
PAG
42
Private Advisor Group
New Jersey
$522K -$11.4K -219 -2%
AFG
43
Altiora Financial Group
Ohio
$509K
CFA
44
Cahill Financial Advisors
Minnesota
$506K -$29.3K -562 -5%
KAS
45
Kestra Advisory Services
Texas
$484K +$157K +3,008 +46%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$479K +$52.7K +1,011 +12%
VBA
47
von Borstel & Associates
Oregon
$461K +$215K +4,128 +84%
WAN
48
Wealth Advisors Northwest
Oregon
$443K +$453K +8,688 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$439K +$76.3K +1,463 +20%
LFA
50
Level Financial Advisors
New York
$433K +$92.6K +1,776 +26%