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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
51
Virtu Financial
New York
$710K +$714K +13,717 New
KF
52
Krilogy Financial
Missouri
$709K +$2.92K +56 +0.4%
MWM
53
Modera Wealth Management
New Jersey
$684K +$1.04K +20 +0.2%
DWA
54
Delap Wealth Advisory
Oregon
$684K
PHWA
55
Petersen Hastings Wealth Advisors
Washington
$673K -$5.21K -100 -0.8%
VT
56
Vise Technologies
New York
$649K
Jane Street
57
Jane Street
New York
$625K -$2.64M -50,671 -81%
CWP
58
Concord Wealth Partners
Virginia
$618K -$80.3K -1,541 -11%
GWA
59
Geometric Wealth Advisors
District of Columbia
$614K -$71.4K -1,371 -10%
W
60
WPWealth
Texas
$593K +$52 +1 +0%
VF
61
Vestment Financial
Minnesota
$585K -$20.3K -389 -3%
PAG
62
Private Advisor Group
New Jersey
$570K +$1.77K +34 +0.3%
CFA
63
Cahill Financial Advisors
Minnesota
$560K
DPW
64
DiNuzzo Private Wealth
Pennsylvania
$550K +$7.66K +147 +1%
LFA
65
Level Financial Advisors
New York
$520K +$2.08K +40 +0.4%
CAM
66
Clarity Asset Management
Iowa
$498K +$501K +9,620 New
KAS
67
Kestra Advisory Services
Texas
$486K +$28K +538 +6%
MKA
68
M. Kulyk & Associates
Georgia
$480K +$7.13K +137 +1%
FFG
69
Fiduciary Financial Group
California
$471K +$29.6K +568 +7%
NA
70
NewEdge Advisors
Louisiana
$460K -$11.8K -226 -2%
RF
71
Rossby Financial
Florida
$448K +$253K +4,864 +128%
MWM
72
Mission Wealth Management
California
$430K +$14K +268 +3%
ACM
73
Aspen Capital Management
Idaho
$411K
SPA
74
Shore Point Advisors
New Jersey
$407K +$14.7K +282 +4%
BRPW
75
Ballast Rock Private Wealth
South Carolina
$403K