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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$504K +$123K +2,388 +33%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$498K -$567 -11 -0.1%
KAS
53
Kestra Advisory Services
Texas
$495K +$152K +2,944 +45%
VF
54
Vestment Financial
Minnesota
$473K +$83.2K +1,613 +22%
LFA
55
Level Financial Advisors
New York
$432K -$30.6K -593 -7%
DWA
56
Delap Wealth Advisory
Oregon
$427K -$5K -97 -1%
SWG
57
Summit Wealth Group
Vermont
$423K +$169K +3,280 +69%
VBA
58
von Borstel & Associates
Oregon
$394K +$9.7K +188 +3%
SPA
59
Shore Point Advisors
New Jersey
$371K -$47.7K -924 -12%
XPN
60
XY Planning Network
Montana
$370K +$364K +7,053 New
OMC
61
Old Mission Capital
Illinois
$366K +$360K +6,977 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$355K
CCC
63
Compass Capital Corp
Massachusetts
$354K +$413 +8 +0.1%
Creative Planning
64
Creative Planning
Kansas
$310K +$305K +5,914 New
SWA
65
Sax Wealth Advisors
New Jersey
$289K -$131K -2,546 -32%
SA
66
Stewardship Advisors
Pennsylvania
$282K +$6.81K +132 +3%
FFG
67
Fiduciary Financial Group
California
$277K +$670 +13 +0.2%
MKA
68
M. Kulyk & Associates
Georgia
$269K +$264K +5,122 New
LFA
69
Legacy Financial Advisors
Kentucky
$248K +$23.2K +450 +11%
AWM
70
Ariadne Wealth Management
California
$239K -$6.45K -125 -3%
GWM
71
Grand Wealth Management
Michigan
$238K +$5.57K +108 +2%
LA
72
LexAurum Advisors
Kansas
$224K +$6.5K +126 +3%
EFP
73
EnRich Financial Partners
Wisconsin
$214K -$567 -11 -0.3%
SFC
74
Sprinkle Financial Consultants
Colorado
$208K
FFA
75
Farther Finance Advisors
California
$207K -$41K -795 -17%