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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Strathmore Capital Advisors
North Carolina
$898K +$8.17K +157 +0.9%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$893K +$141K +2,707 +19%
MWM
53
Modera Wealth Management
New Jersey
$889K +$200K +3,852 +29%
B
54
BetterWealth
California
$888K +$72.1K +1,386 +9%
SA
55
Skyline Advisors
Washington
$857K -$21.5K -414 -2%
MWM
56
McCartney Wealth Management
Missouri
$831K +$103K +1,984 +14%
LFA
57
Level Financial Advisors
New York
$802K +$277K +5,325 +53%
CAM
58
Clarity Asset Management
Iowa
$778K +$277K +5,315 +55%
PFS
59
Professional Financial Solutions
Virginia
$755K +$10.2K +196 +1%
KF
60
Krilogy Financial
Missouri
$700K -$10.1K -195 -1%
VP
61
Verisail Partners
Georgia
$700K +$445K +8,558 +176%
PHWA
62
Petersen Hastings Wealth Advisors
Washington
$698K +$19.9K +382 +3%
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$684K +$130K +2,500 +24%
MAC
64
Mason & Associates (California)
California
$684K -$144K -2,771 -17%
PAG
65
Private Advisor Group
New Jersey
$640K +$65.6K +1,260 +11%
CWP
66
Concord Wealth Partners
Virginia
$625K +$2.45K +47 +0.4%
GWA
67
Geometric Wealth Advisors
District of Columbia
$625K +$6.4K +123 +1%
VF
68
Vestment Financial
Minnesota
$620K +$41.5K +797 +7%
FDS
69
Freedom Day Solutions
Texas
$615K +$614K +11,799 New
W
70
WPWealth
Texas
$601K +$3.69K +71 +0.6%
SWG
71
Summit Wealth Group
Vermont
$588K +$227K +4,360 +63%
CFA
72
Cahill Financial Advisors
Minnesota
$549K -$14.8K -285 -3%
KAS
73
Kestra Advisory Services
Texas
$501K +$10.8K +207 +2%
GWM
74
Grand Wealth Management
Michigan
$480K +$116K +2,230 +32%
FFG
75
Fiduciary Financial Group
California
$479K +$4.68K +90 +1%