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Dimensional Global Sustainability Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
101
JFS Wealth Advisors
Pennsylvania
$161K
CPA
102
Cardiff Park Advisors
California
$111K
OCM
103
Orion Capital Management
California
$106K -$13K -250 -11%
PS
104
Pinney & Scofield
Massachusetts
$75.7K +$8.59K +165 +13%
GJIA
105
Glass Jacobson Investment Advisors
Maryland
$69.2K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$67.5K
ME
107
McIlrath & Eck
Washington
$48.9K
EWA
108
Elevate Wealth Advisory
Georgia
$46.9K
EWP
109
Elevation Wealth Partners
California
$45.4K
HI
110
Harbour Investments
Wisconsin
$43.3K +$43.5K +836 New
SFC
111
SYM Financial Corp
Indiana
$35.3K +$19.9K +383 +128%
IA
112
IFP Advisors
Florida
$32.9K +$2.81K +54 +9%
JFA
113
JNBA Financial Advisors
Minnesota
$24.6K
BH
114
Burk Holdings
Oklahoma
$15.3K +$15.4K +296 New
SPIA
115
Steward Partners Investment Advisory
New York
$10.3K
JP Morgan Chase
116
JP Morgan Chase
New York
$8.28K +$260 +5 +3%
ASN
117
Advisory Services Network
Georgia
$4.81K +$4.84K +93 New
AF
118
Allworth Financial
California
$3.28K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1.34K
PA
120
ProCore Advisors
California
-$8.78M -169,411 Closed
AIM
121
Archer Investment Management
Texas
-$3.71M -71,624 Closed
AFC
122
Avise Financial Cooperative
California
-$386K -7,458 Closed
US Bancorp
123
US Bancorp
Minnesota
-$90.9K -1,755 Closed