We are live on ! Find out more
DFSB icon

Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$207K -$1.74M -33,041 -89%
RF
77
Rossby Financial
Florida
$190K +$188K +3,565 New
WTA
78
Washington Trust Advisors
Massachusetts
$184K +$182K +3,461 New
CMP
79
Coston McIsaac & Partners
Maine
$168K +$158 +3 +0.1%
JWA
80
JFS Wealth Advisors
Pennsylvania
$164K
SRCM
81
Signature Resources Capital Management
California
$146K +$102K +1,931 +237%
OCM
82
Orion Capital Management
California
$122K
CPA
83
Cardiff Park Advisors
California
$98.3K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$69.5K +$68.7K +1,305 New
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$64K +$28.6K +543 +82%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$52K +$51.1K +970 New
ME
87
McIlrath & Eck
Washington
$50.4K
EWA
88
Elevate Wealth Advisory
Georgia
$48.3K
EWP
89
Elevation Wealth Partners
California
$45.3K
IA
90
IFP Advisors
Florida
$24.8K -$1K -19 -4%
GWSG
91
GPS Wealth Strategies Group
Colorado
$23.2K -$6.74K -128 -23%
SFC
92
SYM Financial Corp
Indiana
$15.9K
SPIA
93
Steward Partners Investment Advisory
New York
$10.7K
JP Morgan Chase
94
JP Morgan Chase
New York
$7.99K -$92.2K -1,751 -92%
AF
95
Allworth Financial
California
$3.27K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K
SWGC
97
Summit Wealth Group (Colorado)
Colorado
-$1.91M -36,406 Closed
CAMV
98
Concord Asset Management (Virginia)
Virginia
-$661K -12,616 Closed
AFG
99
Altiora Financial Group
Ohio
-$524K -10,000 Closed
OMC
100
Old Mission Capital
Illinois
-$366K -6,977 Closed