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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
$1.29M
VWM
27
Vermillion Wealth Management
Minnesota
$1.25M -$151K -2,935 -11%
TWM
28
Tanager Wealth Management
United Kingdom
$1.24M +$16.6K +321 +1%
SA
29
Skyline Advisors
Washington
$1.04M +$71.6K +1,389 +8%
CW
30
Curio Wealth
Maryland
$940K +$924K +17,910 +179,100%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$930K -$1.95M -37,826 -68%
BWA
32
Babb Wealth Advisors
Arizona
$925K -$7.63K -148 -0.8%
SCA
33
Strathmore Capital Advisors
North Carolina
$896K +$884K +17,149 New
RIM
34
RW Investment Management
Idaho
$745K
B
35
BetterWealth
California
$741K +$30.1K +584 +4%
SFA
36
Sequoia Financial Advisors
Ohio
$730K +$11K +213 +2%
MWM
37
Modera Wealth Management
New Jersey
$693K +$464 +9 +0.1%
CWP
38
Concord Wealth Partners
Virginia
$661K
CAMV
39
Concord Asset Management (Virginia)
Virginia
$661K +$651K +12,616 New
FFM
40
Flagstone Financial Management
Nebraska
$654K +$184K +3,561 +40%
NA
41
NewEdge Advisors
Louisiana
$620K -$5.47K -106 -0.9%
DPW
42
DiNuzzo Private Wealth
Pennsylvania
$597K -$45.6K -885 -7%
GWA
43
Geometric Wealth Advisors
District of Columbia
$591K -$22.3K -432 -4%
W
44
WPWealth
Texas
$584K -$30.8K -598 -5%
PAG
45
Private Advisor Group
New Jersey
$564K +$18.8K +365 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$559K
WAN
47
Wealth Advisors Northwest
Oregon
$556K +$18.3K +354 +3%
ACM
48
Aspen Capital Management
Idaho
$537K +$295K +5,729 +127%
AFG
49
Altiora Financial Group
Ohio
$524K
CFA
50
Cahill Financial Advisors
Minnesota
$521K