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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
76
Summit Wealth Group
Vermont
$359K -$56.9K -1,078 -13%
GWM
77
Grand Wealth Management
Michigan
$354K +$17.7K +336 +5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$350K
Creative Planning
79
Creative Planning
Kansas
$348K +$41.9K +795 +13%
SA
80
Stewardship Advisors
Pennsylvania
$347K +$22.2K +421 +7%
FFA
81
Farther Finance Advisors
California
$298K +$95.3K +1,806 +46%
LFA
82
Legacy Financial Advisors
Kentucky
$294K +$50.1K +949 +20%
GA
83
Greenspring Advisors
Maryland
$252K +$10.4K +198 +4%
FPI
84
Financial Plan Inc
Washington
$251K +$255K +4,839 New
AWM
85
Ariadne Wealth Management
California
$244K +$6.91K +131 +3%
MWMDPGFG
86
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$231K +$235K +4,458 New
LIWM
87
Long Island Wealth Management
New York
$227K +$231K +4,374 New
EFP
88
EnRich Financial Partners
Wisconsin
$212K
SFC
89
Sprinkle Financial Consultants
Colorado
$212K +$6.91K +131 +3%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$206K +$159K +3,010 +310%
RF
91
Rossby Financial
Florida
$197K +$12.2K +231 +6%
WTA
92
Washington Trust Advisors
Massachusetts
$185K +$6.01K +114 +3%
SRCM
93
Signature Resources Capital Management
California
$173K +$31.6K +598 +22%
JWA
94
JFS Wealth Advisors
Pennsylvania
$161K +$1.43K +27 +0.9%
CMP
95
Coston McIsaac & Partners
Maine
$157K -$6.28K -119 -4%
OCM
96
Orion Capital Management
California
$119K
CPA
97
Cardiff Park Advisors
California
$111K +$15.5K +294 +16%
US Bancorp
98
US Bancorp
Minnesota
$90.9K +$92.6K +1,755 New
GJIA
99
Glass Jacobson Investment Advisors
Maryland
$69.3K +$7.12K +135 +11%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$67.6K