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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$684K
PHWA
52
Petersen Hastings Wealth Advisors
Washington
$679K +$692K +13,116 New
PFS
53
Professional Financial Solutions
Virginia
$662K +$674K +12,780 New
VT
54
Vise Technologies
New York
$649K +$661K +12,529 New
VF
55
Vestment Financial
Minnesota
$603K +$80.4K +1,523 +15%
W
56
WPWealth
Texas
$593K +$17K +322 +3%
Osaic Holdings
57
Osaic Holdings
Arizona
$581K
PAG
58
Private Advisor Group
New Jersey
$569K +$7.6K +144 +1%
CFA
59
Cahill Financial Advisors
Minnesota
$561K +$47.1K +892 +9%
DPW
60
DiNuzzo Private Wealth
Pennsylvania
$543K +$13.7K +259 +3%
LFA
61
Level Financial Advisors
New York
$519K +$73.6K +1,395 +16%
VBA
62
von Borstel & Associates
Oregon
$488K +$75.7K +1,435 +18%
MKA
63
M. Kulyk & Associates
Georgia
$474K +$252K +4,774 +109%
NA
64
NewEdge Advisors
Louisiana
$472K +$4.17K +79 +0.9%
RFP
65
Root Financial Partners
California
$460K +$164K +3,099 +54%
KAS
66
Kestra Advisory Services
Texas
$459K +$114K +2,169 +32%
FFG
67
Fiduciary Financial Group
California
$443K +$20K +379 +5%
MWM
68
Mission Wealth Management
California
$417K +$425K +8,048 New
ACM
69
Aspen Capital Management
Idaho
$411K -$102K -1,930 -20%
BRPW
70
Ballast Rock Private Wealth
South Carolina
$404K +$411K +7,794 New
SPA
71
Shore Point Advisors
New Jersey
$393K +$8.71K +165 +2%
AFC
72
Avise Financial Cooperative
California
$386K +$394K +7,458 New
SWA
73
Sax Wealth Advisors
New Jersey
$382K +$90.3K +1,712 +30%
CCC
74
Compass Capital Corp
Massachusetts
$369K +$16K +304 +4%
XPN
75
XY Planning Network
Montana
$365K