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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$3.09M -$510K -11,611 -14%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$3.05M +$853K +19,399 +37%
RIP
28
RAM Investment Partners
Washington
$3.01M +$141K +3,201 +5%
NCM
29
New Capital Management
Texas
$2.89M -$265K -6,035 -8%
ADL
30
Asset Dedication LLC
California
$2.78M -$872K -19,839 -23%
OIA
31
OneDigital Investment Advisors
Kansas
$2.74M +$52.4K +1,192 +2%
PWM
32
Perigon Wealth Management
California
$2.52M +$297K +6,754 +13%
QHA
33
Quarry Hill Advisors
Minnesota
$2.38M +$79.9K +1,818 +4%
HIF
34
Hill Island Financial
Michigan
$2.34M -$14.1K -320 -0.6%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$2.34M +$34.9K +794 +1%
NWM
36
Navigoe Wealth Management
California
$2.33M
Goldman Sachs
37
Goldman Sachs
New York
$2.12M +$2.2M +50,000 New
BPA
38
Beacon Pointe Advisors
California
$2.11M +$175K +3,991 +9%
KFAA
39
Klaas Financial Asset Advisors
Illinois
$2.04M -$23K -523 -1%
Corient Private Wealth
40
Corient Private Wealth
Florida
$1.94M +$440K +10,008 +23%
TFP
41
Triune Financial Partners
Kansas
$1.92M +$6.86K +156 +0.3%
EFN
42
Equita Financial Network
Pennsylvania
$1.88M +$697K +15,851 +56%
LAMC
43
Longview Asset Management (California)
California
$1.59M +$65.6K +1,492 +4%
PCI
44
Planning Center Inc
Illinois
$1.54M -$55.1K -1,254 -3%
CI
45
Cordant Inc
Oregon
$1.48M +$145K +3,304 +10%
SW
46
Simplicity Wealth
New Jersey
$1.47M -$71.4K -1,624 -4%
RIM
47
RW Investment Management
Idaho
$1.4M +$1.45M +32,961 New
FTUS
48
Flow Traders U.S.
New York
$1.38M +$1.43M +32,599 New
TI
49
Truepoint Inc
Ohio
$1.35M +$12.4K +282 +0.9%
OMC
50
Old Mission Capital
Illinois
$1.35M +$1.4M +31,856 New