We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$2.99M +$54.9K +1,389 +2%
AC
27
Apella Capital
Connecticut
$2.82M +$633K +16,033 +31%
RIP
28
RAM Investment Partners
Washington
$2.7M -$27.1K -686 -1%
OIA
29
OneDigital Investment Advisors
Kansas
$2.7M +$37.4K +947 +1%
FPAS
30
Focus Partners Advisor Solutions
Missouri
$2.59M +$619K +15,666 +34%
DWM
31
Drive Wealth Management
Utah
$2.46M +$106K +2,685 +5%
HFS
32
Heritage Financial Services
Massachusetts
$2.42M -$76.2K -1,928 -3%
NWM
33
Navigoe Wealth Management
California
$2.27M +$806K +20,398 +59%
HIF
34
Hill Island Financial
Michigan
$2.26M
KFAA
35
Klaas Financial Asset Advisors
Illinois
$2.11M +$57.2K +1,449 +3%
PWM
36
Perigon Wealth Management
California
$2.07M +$250K +6,329 +14%
TFP
37
Triune Financial Partners
Kansas
$1.9M -$33.7K -852 -2%
BPA
38
Beacon Pointe Advisors
California
$1.81M +$1.74M +43,984 New
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.81M +$1.74M +43,967 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$1.74M +$345K +8,727 +26%
PCI
41
Planning Center Inc
Illinois
$1.69M -$37.4K -946 -2%
QHA
42
Quarry Hill Advisors
Minnesota
$1.54M +$267K +6,762 +22%
LAMC
43
Longview Asset Management (California)
California
$1.44M +$125K +3,161 +10%
CFGA
44
Cambridge Financial Group (Arizona)
Arizona
$1.32M +$342K +8,652 +37%
CI
45
Cordant Inc
Oregon
$1.32M -$4.38K -111 -0.3%
TI
46
Truepoint Inc
Ohio
$1.3M -$2.05K -52 -0.2%
RIM
47
RW Investment Management
Idaho
$1.27M +$133K +3,378 +12%
Cerity Partners
48
Cerity Partners
New York
$1.21M -$25.2K -638 -2%
Betterment LLC
49
Betterment LLC
New York
$1.05M +$372K +9,414 +59%
BEW
50
Burton Enright Welch
California
$1.02M -$149K -3,784 -13%