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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Schoolcraft Capital
Colorado
$1.68M +$242K +7,338 +17%
PCI
27
Planning Center Inc
Illinois
$1.47M +$11.8K +357 +0.8%
PWM
28
Perigon Wealth Management
California
$1.29M +$543K +16,462 +75%
AI
29
Atria Investments
North Carolina
$1.27M -$516K -15,645 -29%
RIP
30
RAM Investment Partners
Washington
$1.22M +$359K +10,888 +43%
CI
31
Cordant Inc
Oregon
$1.14M +$1.15K +35 +0.1%
CW
32
Cook Wealth
North Carolina
$1.14M +$4.98K +151 +0.4%
KFAA
33
Klaas Financial Asset Advisors
Illinois
$1.08M +$1.06M +32,256 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.05M +$1.03M +31,305 New
CFGA
35
Cambridge Financial Group (Arizona)
Arizona
$997K +$36.7K +1,113 +4%
AC
36
Apella Capital
Connecticut
$994K +$127K +3,843 +15%
RIM
37
RW Investment Management
Idaho
$935K +$20.3K +615 +2%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$923K +$910K +27,580 New
TI
39
Truepoint Inc
Ohio
$887K +$75.4K +2,285 +9%
NCM
40
Northland Capital Management
Minnesota
$869K +$108K +3,287 +14%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$818K +$800K +24,265 New
FPAS
42
Focus Partners Advisor Solutions
Missouri
$744K +$109K +3,320 +18%
SMA
43
Seven Mile Advisory
New Jersey
$726K
QHA
44
Quarry Hill Advisors
Minnesota
$679K +$9.17K +278 +1%
MWM
45
Modera Wealth Management
New Jersey
$646K -$114K -3,460 -15%
B
46
BetterWealth
California
$608K -$15.9K -483 -3%
MGW
47
MB Generational Wealth
Washington
$589K -$43.7K -1,326 -7%
AA
48
Addison Advisors
Vermont
$577K +$130K +3,950 +30%
TWA
49
Trellis Wealth Advisors
California
$542K +$98.4K +2,983 +23%
WWP
50
Waypoint Wealth Partners
California
$533K +$48.1K +1,458 +10%