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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
26
Heritage Financial Services
Massachusetts
$2.05M -$441K -13,033 -18%
SC
27
Schoolcraft Capital
Colorado
$1.96M -$391K -11,529 -17%
RIP
28
RAM Investment Partners
Washington
$1.91M +$118K +3,472 +7%
TC
29
TownSquare Capital
Utah
$1.89M -$197K -5,826 -9%
DWM
30
Drive Wealth Management
Utah
$1.89M -$141K -4,155 -7%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$1.61M +$331K +9,782 +26%
KFAA
32
Klaas Financial Asset Advisors
Illinois
$1.55M +$318K +9,397 +26%
AC
33
Apella Capital
Connecticut
$1.52M +$367K +10,842 +29%
PFA
34
Pure Financial Advisors
California
$1.5M +$423K +12,474 +39%
PWM
35
Perigon Wealth Management
California
$1.45M +$152K +4,500 +12%
PCI
36
Planning Center Inc
Illinois
$1.38M -$61.1K -1,803 -4%
NWM
37
Navigoe Wealth Management
California
$1.17M -$42.9K -1,267 -4%
CFGA
38
Cambridge Financial Group (Arizona)
Arizona
$1.13M +$31.7K +935 +3%
TI
39
Truepoint Inc
Ohio
$1.12M +$36.7K +1,082 +3%
CI
40
Cordant Inc
Oregon
$1.11M -$11.7K -345 -1%
CW
41
Cook Wealth
North Carolina
$1.02M -$3.63K -107 -0.4%
LAMC
42
Longview Asset Management (California)
California
$1.01M +$81.2K +2,396 +9%
QHA
43
Quarry Hill Advisors
Minnesota
$970K +$200K +5,897 +26%
BEW
44
Burton Enright Welch
California
$966K +$1.22K +36 +0.1%
RIM
45
RW Investment Management
Idaho
$924K -$109K -3,222 -11%
NL
46
NWAM LLC
Washington
$777K +$34K +1,004 +5%
CPCM
47
Cardinal Point Capital Management
Ontario, Canada
$775K -$70.3K -2,075 -8%
WWP
48
Waypoint Wealth Partners
California
$772K -$1.08K -32 -0.1%
SMA
49
Seven Mile Advisory
New Jersey
$731K – – –
EWA
50
EP Wealth Advisors
California
$712K +$58.9K +1,740 +9%
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