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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$529K
ACM
52
Aspen Capital Management
Idaho
$526K -$19.4K -368 -4%
NA
53
NewEdge Advisors
Louisiana
$481K -$147K -2,787 -24%
LFA
54
Level Financial Advisors
New York
$459K +$20.2K +383 +5%
FFG
55
Fiduciary Financial Group
California
$435K +$152K +2,887 +55%
DWA
56
Delap Wealth Advisory
Oregon
$434K +$105 +2 +0%
SWG
57
Summit Wealth Group
Vermont
$426K -$2.84K -54 -0.7%
VBA
58
von Borstel & Associates
Oregon
$423K +$27.6K +524 +7%
SPA
59
Shore Point Advisors
New Jersey
$395K +$17.8K +338 +5%
XPN
60
XY Planning Network
Montana
$370K
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$360K
CCC
62
Compass Capital Corp
Massachusetts
$359K +$1.37K +26 +0.4%
KAS
63
Kestra Advisory Services
Texas
$357K -$145K -2,749 -29%
GWM
64
Grand Wealth Management
Michigan
$346K +$103K +1,950 +43%
SA
65
Stewardship Advisors
Pennsylvania
$335K +$47.6K +904 +17%
Creative Planning
66
Creative Planning
Kansas
$315K
RFP
67
Root Financial Partners
California
$308K +$99.2K +1,883 +48%
SWA
68
Sax Wealth Advisors
New Jersey
$301K +$7.95K +151 +3%
LFA
69
Legacy Financial Advisors
Kentucky
$252K
GA
70
Greenspring Advisors
Maryland
$248K +$245K +4,661 New
AWM
71
Ariadne Wealth Management
California
$240K +$105 +2 +0%
MKA
72
M. Kulyk & Associates
Georgia
$233K -$39.6K -752 -15%
EFP
73
EnRich Financial Partners
Wisconsin
$218K +$948 +18 +0.4%
SFC
74
Sprinkle Financial Consultants
Colorado
$211K
FFA
75
Farther Finance Advisors
California
$211K