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Dimensional Global Sustainability Fixed Income ETF
DFSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$120M +$8.15M +154,801 +7%
MPW
2
MASECO Private Wealth
$85.2M +$7.55M +143,387 +10%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$32.9M +$30.2M +573,697 +1,328%
QFA
4
Quantum Financial Advisors
California
$25.9M +$1.76M +33,491 +7%
MMA
5
Miracle Mile Advisors
California
$17.5M +$17.3M +329,164 New
SEI Investments
6
SEI Investments
Pennsylvania
$11.8M +$1.57M +29,821 +16%
SI
7
Seeds Investor
New York
$10.9M +$947K +17,975 +10%
MWM
8
Momentous Wealth Management
Washington
$8.51M +$119K +2,267 +1%
PWM
9
Parkshore Wealth Management
California
$8.51M +$1.65M +31,290 +24%
PCI
10
Planning Center Inc
Illinois
$8.5M +$47.9K +909 +0.6%
CC
11
Citrine Capital
California
$7.78M +$196K +3,720 +3%
Corient Private Wealth
12
Corient Private Wealth
Florida
$6.35M +$755K +14,330 +14%
Jane Street
13
Jane Street
New York
$6.18M +$6.11M +115,930 New
AC
14
Apella Capital
Connecticut
$5.89M +$1.25M +23,790 +28%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$4.9M +$2.1M +39,816 +76%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.86M +$395K +7,502 +9%
AIM
17
Archer Investment Management
Texas
$4.75M +$131K +2,494 +3%
AIC
18
Allodium Investment Consultants
Minnesota
$4.5M +$445K +8,453 +11%
OIA
19
OneDigital Investment Advisors
Kansas
$3.39M +$520K +9,865 +18%
RIP
20
RAM Investment Partners
Washington
$2.75M +$139K +2,633 +5%
Betterment LLC
21
Betterment LLC
New York
$2.25M +$676K +12,836 +44%
Goldman Sachs
22
Goldman Sachs
New York
$2.2M +$2.17M +41,277 New
LPL Financial
23
LPL Financial
California
$2.08M +$146K +2,769 +8%
VWM
24
Vermillion Wealth Management
Minnesota
$1.52M +$248K +4,718 +20%
SIC
25
Samalin Investment Counsel
New York
$1.46M +$57.6K +1,093 +4%
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