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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCI
26
Planning Center Inc
Illinois
$1.29M +$346K +11,557 +40%
BJL
27
Brighton Jones LLC
Washington
$1.17M +$652K +21,806 +143%
Citadel Advisors
28
Citadel Advisors
Florida
$1.16M +$1.1M +36,666 New
CI
29
Cordant Inc
Oregon
$956K +$112K +3,737 +14%
CW
30
Cook Wealth
North Carolina
$904K +$886K +29,635 New
RIP
31
RAM Investment Partners
Washington
$737K +$132K +4,400 +23%
MWM
32
Modera Wealth Management
New Jersey
$722K +$11.8K +394 +2%
NCM
33
Northland Capital Management
Minnesota
$718K +$16.4K +550 +2%
PWM
34
Perigon Wealth Management
California
$698K +$659K +22,056 New
RIM
35
RW Investment Management
Idaho
$689K +$134K +4,465 +26%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$656K +$107K +3,590 +21%
SMA
37
Seven Mile Advisory
New Jersey
$655K +$9.72K +325 +2%
NL
38
NWAM LLC
Washington
$621K +$46.4K +1,553 +9%
TI
39
Truepoint Inc
Ohio
$610K +$2.81K +94 +0.5%
MGW
40
MB Generational Wealth
Washington
$594K +$561K +18,772 New
B
41
BetterWealth
California
$568K +$11.5K +384 +2%
QHA
42
Quarry Hill Advisors
Minnesota
$558K +$251K +8,404 +91%
AF
43
Advisornet Financial
Minnesota
$515K +$2.48K +83 +0.5%
OIA
44
OneDigital Investment Advisors
Kansas
$462K +$437K +14,602 New
CFGA
45
Cambridge Financial Group (Arizona)
Arizona
$418K +$395K +13,211 New
TWA
46
Trellis Wealth Advisors
California
$410K -$341K -11,415 -47%
MFA
47
Morling Financial Advisors
California
$403K +$381K +12,757 New
DPW
48
DiNuzzo Private Wealth
Pennsylvania
$386K +$365K +12,191 New
EWA
49
Exencial Wealth Advisors
Oklahoma
$360K +$4.04K +135 +1%
BSW
50
Buckingham Strategic Wealth
Missouri
$359K +$90 +3 +0%