We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
51
North Ridge Wealth Advisors
Oregon
$357K -$71.4K -2,387 -17%
BAM
52
Belpointe Asset Management
Nevada
$342K +$323K +10,806 New
NA
53
NewEdge Advisors
Louisiana
$335K +$332K +11,108 New
SSC
54
Syverson Strege & Co
Iowa
$333K +$315K +10,535 New
WWP
55
Waypoint Wealth Partners
California
$320K
HNWA
56
Henrickson Nauta Wealth Advisors
Michigan
$314K +$81.5K +2,726 +38%
EFP
57
EnRich Financial Partners
Wisconsin
$283K +$267K +8,936 New
AC
58
Apella Capital
Connecticut
$277K +$268K +8,959 New
RIM
59
Rockbridge Investment Management
New York
$269K +$254K +8,491 New
JC
60
Jentner Corp
Ohio
$261K +$247K +8,255 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$260K +$897 +30 +0.4%
SDWIA
62
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$260K +$24.7K +827 +11%
WA
63
Wealthstream Advisors
New York
$243K +$229K +7,674 New
GWM
64
Grand Wealth Management
Michigan
$234K -$14.2K -475 -6%
AWM
65
Apollon Wealth Management
South Carolina
$218K
HIGP
66
Hill Investment Group Partners
Missouri
$216K +$204K +6,836 New
AA
67
Addison Advisors
Vermont
$205K +$41.6K +1,390 +27%
CCMI
68
Creative Capital Management Investments
California
$145K +$807 +27 +0.6%
OCM
69
Orion Capital Management
California
$112K +$3.41K +114 +3%
RTL
70
Red Tortoise LLC
Georgia
$68.2K +$299 +10 +0.5%
AFS
71
Annapolis Financial Services
Maryland
$42.2K
CPA
72
Cardiff Park Advisors
California
$37.9K +$179 +6 +0.5%
EWA
73
Elevate Wealth Advisory
Georgia
$34.2K +$32.4K +1,082 New
JWA
74
JFS Wealth Advisors
Pennsylvania
$31.5K
RLIM
75
Red Lighthouse Investment Management
New York
$30.2K