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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
26
TownSquare Capital
Utah
$2.05M +$82K +2,382 +4%
DWM
27
Drive Wealth Management
Utah
$2M +$24.5K +711 +1%
BJL
28
Brighton Jones LLC
Washington
$1.97M +$149K +4,318 +8%
AIC
29
Allodium Investment Consultants
Minnesota
$1.94M +$2.02M +58,553 New
RIP
30
RAM Investment Partners
Washington
$1.76M +$235K +6,839 +15%
PCI
31
Planning Center Inc
Illinois
$1.41M -$49.4K -1,435 -3%
PWM
32
Perigon Wealth Management
California
$1.26M
FPAS
33
Focus Partners Advisor Solutions
Missouri
$1.26M +$302K +8,760 +30%
AC
34
Apella Capital
Connecticut
$1.23M +$68.2K +1,980 +6%
KFAA
35
Klaas Financial Asset Advisors
Illinois
$1.21M +$80.5K +2,339 +7%
NWM
36
Navigoe Wealth Management
California
$1.19M +$1.24M +36,001 New
CI
37
Cordant Inc
Oregon
$1.11M -$9.98K -290 -0.9%
CFGA
38
Cambridge Financial Group (Arizona)
Arizona
$1.08M +$75.3K +2,187 +7%
TI
39
Truepoint Inc
Ohio
$1.06M +$5.89K +171 +0.5%
PFA
40
Pure Financial Advisors
California
$1.06M +$361K +10,481 +49%
Jane Street
41
Jane Street
New York
$1.04M -$6.16M -178,933 -85%
RIM
42
RW Investment Management
Idaho
$1.02M +$35.9K +1,042 +4%
CW
43
Cook Wealth
North Carolina
$1.01M +$4.96K +144 +0.5%
BEW
44
Burton Enright Welch
California
$949K +$986K +28,647 New
LAMC
45
Longview Asset Management (California)
California
$919K +$955K +27,732 New
CPCM
46
Cardinal Point Capital Management
Ontario, Canada
$831K +$5.51K +160 +0.6%
NCM
47
Northland Capital Management
Minnesota
$772K -$102K -2,970 -11%
WWP
48
Waypoint Wealth Partners
California
$761K +$210K +6,097 +36%
QHA
49
Quarry Hill Advisors
Minnesota
$758K +$63.9K +1,857 +9%
NL
50
NWAM LLC
Washington
$731K +$96.9K +2,816 +15%