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Dimensional Global Sustainability Fixed Income ETF
DFSB
DFSB
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWP
51
Elevation Wealth Partners
Santa Rosa,
California
| $39.1K | +$7.87K | +154 | +25% |
|
|
GJIA
52
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $32.6K | +$255 | +5 | +0.8% |
|
|
BAM
53
Belpointe Asset Management
Reno,
Nevada
| $15.8K | +$15.8K | +309 | New |
|
54
UBS Group
Zurich,
Switzerland
| $12.7K | +$12.7K | +249 | New |
|
|
SPIA
55
Steward Partners Investment Advisory
New York
| $10.2K | – | – | – |
|
|
SFC
56
SYM Financial Corp
Winona Lake,
Indiana
| $4.14K | – | – | – |
|
|
AF
57
Allworth Financial
Folsom,
California
| $3.07K | +$3.06K | +60 | New |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
59
Fidelity Investments
Boston,
Massachusetts
| $51 | +$51 | +1 | New |
|
60
Dimensional Fund Advisors
Austin,
Texas
| – | -$10.4M | -200,000 | Closed |
|
61
Northern Trust
Chicago,
Illinois
| – | -$2.28M | -44,054 | Closed |
|
|
VCM
62
Virtue Capital Management
Brentwood,
Tennessee
| – | -$461K | -9,012 | Closed |
|
|
OMC
63
Old Mission Capital
Chicago,
Illinois
| – | -$225K | -4,338 | Closed |
|