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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
THL
76
Tillman Hartley LLC
Colorado
$475K +$474K +9,112 New
RF
77
Rossby Financial
Florida
$467K +$15.7K +302 +3%
EFN
78
Equita Financial Network
Pennsylvania
$462K +$461K +8,858 New
ACM
79
Aspen Capital Management
Idaho
$441K +$26.9K +516 +6%
MWM
80
Mission Wealth Management
California
$438K +$4.32K +83 +1%
Creative Planning
81
Creative Planning
Kansas
$423K +$111K +2,129 +36%
BRPW
82
Ballast Rock Private Wealth
South Carolina
$406K
SWA
83
Sax Wealth Advisors
New Jersey
$405K +$24.2K +465 +6%
SPA
84
Shore Point Advisors
New Jersey
$404K -$6.24K -120 -2%
SA
85
Stewardship Advisors
Pennsylvania
$402K +$34.3K +659 +9%
CCC
86
Compass Capital Corp
Massachusetts
$380K +$208 +4 +0.1%
MKA
87
M. Kulyk & Associates
Georgia
$373K -$111K -2,128 -23%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$372K +$19K +366 +5%
XPN
89
XY Planning Network
Montana
$368K
FPI
90
Financial Plan Inc
Washington
$360K
FCM
91
Fortis Capital Management
Washington
$338K -$57.2K -1,099 -14%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$297K
EWP
93
E-Wealth Partners
Minnesota
$286K +$286K +5,494 New
LFA
94
Legacy Financial Advisors
Kentucky
$275K -$23.2K -445 -8%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$270K +$16K +307 +6%
GA
96
Greenspring Advisors
Maryland
$270K +$1.25K +24 +0.5%
AWM
97
Ariadne Wealth Management
California
$243K +$572 +11 +0.2%
WTA
98
Washington Trust Advisors
Massachusetts
$235K +$48.9K +939 +26%
MWMDPGFG
99
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$235K +$2.45K +47 +1%
LIWM
100
Long Island Wealth Management
New York
$228K