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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
AA Financial Advisors
Ohio
$2.21M +$2.23M +42,789 New
VWM
27
Vermillion Wealth Management
Minnesota
$1.53M
WUW
28
Wheels Up Wealth
California
$1.43M +$137K +2,638 +11%
SIC
29
Samalin Investment Counsel
New York
$1.4M -$44.4K -852 -3%
CCMI
30
Creative Capital Management Investments
California
$1.38M +$28K +537 +2%
SFA
31
Sequoia Financial Advisors
Ohio
$1.36M +$560K +10,755 +70%
TWM
32
Tanager Wealth Management
United Kingdom
$1.34M +$7.55K +145 +0.6%
BWA
33
Babb Wealth Advisors
Arizona
$1.31M +$123K +2,362 +10%
RIM
34
RW Investment Management
Idaho
$1.15M +$1.16M +22,208 New
CW
35
Curio Wealth
Maryland
$1.08M +$1.3K +25 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.05M +$46.2K +887 +5%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.03M +$452K +8,674 +77%
HighTower Advisors
38
HighTower Advisors
Illinois
$1M +$278K +5,336 +38%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$975K +$266K +5,100 +37%
RFP
40
Root Financial Partners
California
$936K +$479K +9,203 +104%
SCA
41
Strathmore Capital Advisors
North Carolina
$911K
WAN
42
Wealth Advisors Northwest
Oregon
$907K +$60K +1,153 +7%
VBA
43
von Borstel & Associates
Oregon
$890K +$405K +7,769 +82%
FFM
44
Flagstone Financial Management
Nebraska
$886K -$39.4K -757 -4%
SA
45
Skyline Advisors
Washington
$872K -$309K -5,939 -26%
MAC
46
Mason & Associates (California)
California
$818K +$833 +16 +0.1%
B
47
BetterWealth
California
$810K +$15.3K +293 +2%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$746K
PFS
49
Professional Financial Solutions
Virginia
$739K +$78.6K +1,510 +12%
MWM
50
McCartney Wealth Management
Missouri
$722K