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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tanager Wealth Management
United Kingdom
$1.21M +$44.5K +869 +4%
Jane Street
27
Jane Street
New York
$1.13M -$1.05M -20,593 -48%
SA
28
Skyline Advisors
Washington
$951K +$126K +2,454 +15%
BWA
29
Babb Wealth Advisors
Arizona
$917K +$242K +4,723 +36%
CW
30
Curio Wealth
Maryland
$853K -$857K -16,743 -100%
VF
31
Virtu Financial
New York
$785K +$780K +15,237 New
RIM
32
RW Investment Management
Idaho
$732K -$233K -4,541 -24%
SFA
33
Sequoia Financial Advisors
Ohio
$706K +$702K +13,709 New
B
34
BetterWealth
California
$698K -$185K -3,607 -21%
Goldman Sachs
35
Goldman Sachs
New York
$680K +$677K +13,210 New
MWM
36
Modera Wealth Management
New Jersey
$680K -$118K -2,296 -15%
CWP
37
Concord Wealth Partners
Virginia
$650K +$307 +6 +0%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$645K +$200K +3,906 +45%
DPW
39
DiNuzzo Private Wealth
Pennsylvania
$632K +$7.43K +145 +1%
NA
40
NewEdge Advisors
Louisiana
$614K +$8.14K +159 +1%
W
41
WPWealth
Texas
$604K +$56.4K +1,102 +10%
GWA
42
Geometric Wealth Advisors
District of Columbia
$603K +$600K +11,712 New
HighTower Advisors
43
HighTower Advisors
Illinois
$549K +$154 +3 +0%
PAG
44
Private Advisor Group
New Jersey
$535K +$7.22K +141 +1%
WAN
45
Wealth Advisors Northwest
Oregon
$528K +$80.4K +1,569 +18%
AFG
46
Altiora Financial Group
Ohio
$515K
CFA
47
Cahill Financial Advisors
Minnesota
$512K +$461 +9 +0.1%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$490K +$4.92K +96 +1%
FFM
49
Flagstone Financial Management
Nebraska
$459K +$202K +3,950 +80%
LFA
50
Level Financial Advisors
New York
$455K +$16.9K +330 +4%