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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIP
26
RAM Investment Partners
Washington
$658K -$286K -9,557 -31%
SMA
27
Seven Mile Advisory
New Jersey
$621K +$610K +20,402 New
TI
28
Truepoint Inc
Ohio
$584K +$40.2K +1,343 +8%
B
29
BetterWealth
California
$543K +$25.7K +858 +5%
AF
30
Advisornet Financial
Minnesota
$521K +$82.3K +2,750 +19%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$511K +$58.3K +1,948 +13%
NRWA
32
North Ridge Wealth Advisors
Oregon
$416K +$126K +4,218 +45%
RIM
33
RW Investment Management
Idaho
$361K +$33.2K +1,111 +10%
BJL
34
Brighton Jones LLC
Washington
$359K +$146K +4,878 +71%
EWA
35
Exencial Wealth Advisors
Oklahoma
$342K
BSW
36
Buckingham Strategic Wealth
Missouri
$333K +$327K +10,944 New
WWP
37
Waypoint Wealth Partners
California
$285K -$11.6K -388 -4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$254K +$41.9K +1,399 +20%
NL
39
NWAM LLC
Washington
$248K +$243K +8,131 New
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K +$216K +7,220 New
GWM
41
Grand Wealth Management
Michigan
$219K +$74.6K +2,495 +53%
QHA
42
Quarry Hill Advisors
Minnesota
$214K +$211K +7,046 New
AWM
43
Apollon Wealth Management
South Carolina
$210K +$206K +6,890 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$209K +$206K +6,869 New
HIGP
45
Hill Investment Group Partners
Missouri
$207K +$203K +6,784 New
CCMI
46
Creative Capital Management Investments
California
$138K
WWM
47
Wolff Wiese Magana
California
$78.2K
RTL
48
Red Tortoise LLC
Georgia
$64.6K +$22.6K +757 +55%
AFS
49
Annapolis Financial Services
Maryland
$40.6K
CPA
50
Cardiff Park Advisors
California
$35.9K +$180 +6 +0.5%