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Dimensional Global Sustainability Fixed Income ETF
DFSB
DFSB
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWP
1
Abacus Wealth Partners
Santa Monica,
California
| $31.9M | +$32.5M | +636,273 | New |
|
|
RA
2
RFG Advisory
Birmingham,
Alabama
| $8.53M | +$8.36M | +163,807 | New |
|
3
Corient Private Wealth
Miami,
Florida
| $4.89M | +$4.98M | +97,535 | New |
|
|
KF
4
Krilogy Financial
St. Louis,
Missouri
| $1M | +$1.02M | +19,998 | New |
|
|
WWM
5
Wolff Wiese Magana
Carslbad,
California
| $474K | +$483K | +9,455 | New |
|
|
JC
6
Jentner Corp
Akron,
Ohio
| $316K | +$322K | +6,309 | New |
|
7
UBS Group
Zurich,
Switzerland
| $279K | +$284K | +5,564 | New |
|
|
PFO
8
Pathstone Family Office
Englewood,
New Jersey
| $229K | +$233K | +4,572 | New |
|
|
BAM
9
Baldrige Asset Management
Allentown,
Pennsylvania
| $127K | +$129K | +2,535 | New |
|
|
DI
10
Disciplined Investments
Tulsa,
Oklahoma
| $3.36K | +$3.42K | +67 | New |
|