We are live on ! Find out more
DFSB icon

Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
76
Root Financial Partners
California
$205K +$201K +3,902 New
CMP
77
Coston McIsaac & Partners
Maine
$165K
JWA
78
JFS Wealth Advisors
Pennsylvania
$162K
PWM
79
Parkworth Wealth Management
California
$131K
OCM
80
Orion Capital Management
California
$120K -$774 -15 -0.6%
JP Morgan Chase
81
JP Morgan Chase
New York
$99.7K -$40.3K -781 -29%
CPA
82
Cardiff Park Advisors
California
$96.7K
ME
83
McIlrath & Eck
Washington
$49.6K
EWA
84
Elevate Wealth Advisory
Georgia
$47.6K
EWP
85
Elevation Wealth Partners
California
$44.5K
SRCM
86
Signature Resources Capital Management
California
$42.7K +$42K +815 New
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$34.5K +$52 +1 +0.2%
GWSG
88
GPS Wealth Strategies Group
Colorado
$29.5K
IA
89
IFP Advisors
Florida
$25.4K -$670 -13 -3%
SFC
90
SYM Financial Corp
Indiana
$15.7K
SPIA
91
Steward Partners Investment Advisory
New York
$10.5K
AF
92
Allworth Financial
California
$3.21K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1K
PCM
94
Passive Capital Management
Maryland
-$12.6M -376,440 Closed
Raymond James Financial
95
Raymond James Financial
Florida
-$9.04M -175,533 Closed
Jane Street
96
Jane Street
New York
-$1.13M -21,937 Closed
VF
97
Virtu Financial
New York
-$785K -15,237 Closed
Goldman Sachs
98
Goldman Sachs
New York
-$680K -13,210 Closed
SC
99
Savant Capital
Illinois
-$267K -5,178 Closed
Pathstone Holdings
100
Pathstone Holdings
New Jersey
-$261K -5,039 Closed