We are live on ! Find out more
DFSB icon

Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
76
Fortis Capital Management
Washington
$393K +$395K +7,586 New
CCC
77
Compass Capital Corp
Massachusetts
$388K +$20.5K +393 +6%
SWA
78
Sax Wealth Advisors
New Jersey
$382K
XPN
79
XY Planning Network
Montana
$365K
SA
80
Stewardship Advisors
Pennsylvania
$365K +$18.4K +353 +5%
GWM
81
Grand Wealth Management
Michigan
$361K +$7.97K +153 +2%
SWG
82
Summit Wealth Group
Vermont
$358K
FPI
83
Financial Plan Inc
Washington
$357K +$107K +2,063 +43%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$350K
Creative Planning
85
Creative Planning
Kansas
$310K -$37.4K -719 -11%
LFA
86
Legacy Financial Advisors
Kentucky
$296K +$2.19K +42 +0.7%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$295K +$89.7K +1,722 +43%
APFP
88
Action Point Financial Planning
Michigan
$290K +$292K +5,600 New
GA
89
Greenspring Advisors
Maryland
$267K +$15.5K +298 +6%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$252K +$254K +4,876 New
VP
91
Verisail Partners
Georgia
$252K +$254K +4,869 New
AWM
92
Ariadne Wealth Management
California
$241K
MWMDPGFG
93
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$231K
LIWM
94
Long Island Wealth Management
New York
$226K
BCM
95
Brookstone Capital Management
Illinois
$223K +$225K +4,315 New
SRCM
96
Signature Resources Capital Management
California
$217K +$43.9K +842 +25%
EFP
97
EnRich Financial Partners
Wisconsin
$212K
SFC
98
Sprinkle Financial Consultants
Colorado
$212K
WTA
99
Washington Trust Advisors
Massachusetts
$185K
CMP
100
Coston McIsaac & Partners
Maine
$182K +$24.8K +477 +16%