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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
$1.37M +$108K +2,055 +9%
CCMI
27
Creative Capital Management Investments
California
$1.32M +$11K +209 +0.8%
SA
28
Skyline Advisors
Washington
$1.08M +$22.2K +421 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$974K +$29.4K +558 +3%
CW
30
Curio Wealth
Maryland
$960K +$5.32K +101 +0.6%
BWA
31
Babb Wealth Advisors
Arizona
$940K +$316 +6 +0%
SCA
32
Strathmore Capital Advisors
North Carolina
$914K
FFM
33
Flagstone Financial Management
Nebraska
$905K +$238K +4,519 +36%
SFA
34
Sequoia Financial Advisors
Ohio
$820K +$77.1K +1,463 +11%
B
35
BetterWealth
California
$780K +$27.4K +520 +4%
RIM
36
RW Investment Management
Idaho
$780K +$23.3K +443 +3%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$723K +$214K +4,069 +43%
KF
38
Krilogy Financial
Missouri
$717K +$715K +13,570 New
BPA
39
Beacon Pointe Advisors
California
$707K +$699K +13,280 New
MWM
40
Modera Wealth Management
New Jersey
$703K -$843 -16 -0.1%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$697K -$1.05M -20,012 -60%
GWA
42
Geometric Wealth Advisors
District of Columbia
$689K +$86.6K +1,645 +15%
WAN
43
Wealth Advisors Northwest
Oregon
$684K +$117K +2,229 +21%
CWP
44
Concord Wealth Partners
Virginia
$672K
Osaic Holdings
45
Osaic Holdings
Arizona
$597K +$84K +1,595 +17%
W
46
WPWealth
Texas
$593K
PAG
47
Private Advisor Group
New Jersey
$578K +$5K +95 +0.9%
HighTower Advisors
48
HighTower Advisors
Illinois
$567K -$579 -11 -0.1%
DPW
49
DiNuzzo Private Wealth
Pennsylvania
$538K -$61.4K -1,165 -10%
VF
50
Vestment Financial
Minnesota
$537K +$54.1K +1,027 +11%