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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
51
Delap Wealth Advisory
Oregon
$420K +$429K +8,239 New
VF
52
Vestment Financial
Minnesota
$384K +$396K +7,593 New
CCC
53
Compass Capital Corp
Massachusetts
$323K +$330K +6,335 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$293K +$72.8K +1,396 +32%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$257K +$6.36K +122 +2%
FFG
56
Fiduciary Financial Group
California
$255K +$886 +17 +0.3%
FFM
57
Flagstone Financial Management
Nebraska
$253K +$258K +4,959 New
SC
58
Savant Capital
Illinois
$239K +$245K +4,693 New
AWM
59
Ariadne Wealth Management
California
$238K +$242K +4,646 New
SA
60
Stewardship Advisors
Pennsylvania
$234K +$239K +4,592 New
GWM
61
Grand Wealth Management
Michigan
$226K +$25K +479 +12%
EFP
62
EnRich Financial Partners
Wisconsin
$208K +$11K +212 +5%
SFC
63
Sprinkle Financial Consultants
Colorado
$201K +$5K +96 +2%
JWA
64
JFS Wealth Advisors
Pennsylvania
$157K -$2.29K -44 -1%
FFA
65
Farther Finance Advisors
California
$140K +$44K +845 +44%
OCM
66
Orion Capital Management
California
$138K +$141K +2,703 New
PWM
67
Parkworth Wealth Management
California
$127K +$130K +2,501 New
JP Morgan Chase
68
JP Morgan Chase
New York
$99.7K -$573 -11 -0.6%
CPA
69
Cardiff Park Advisors
California
$93.8K +$2.29K +44 +2%
ME
70
McIlrath & Eck
Washington
$48.2K
EWA
71
Elevate Wealth Advisory
Georgia
$46.2K
EWP
72
Elevation Wealth Partners
California
$40.2K +$990 +19 +2%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$33.5K +$834 +16 +2%
RWM
74
Ruedi Wealth Management
Illinois
$28.6K
IA
75
IFP Advisors
Florida
$25K +$5.99K +115 +31%