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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$390K +$22.9K +734 +6%
BSW
52
Buckingham Strategic Wealth
Missouri
$386K +$20.3K +648 +6%
NRWA
53
North Ridge Wealth Advisors
Oregon
$373K +$8.66K +277 +2%
NA
54
NewEdge Advisors
Louisiana
$358K +$31 +1 +0%
RIM
55
Rockbridge Investment Management
New York
$354K +$78.3K +2,505 +30%
SSC
56
Syverson Strege & Co
Iowa
$353K +$12.9K +414 +4%
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$332K +$10.2K +325 +3%
GWM
58
Grand Wealth Management
Michigan
$299K +$58.7K +1,877 +25%
SDWIA
59
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$290K +$24.6K +788 +10%
EFP
60
EnRich Financial Partners
Wisconsin
$289K +$1.47K +47 +0.5%
JC
61
Jentner Corp
Ohio
$266K
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$262K -$2.06K -66 -0.8%
WA
63
Wealthstream Advisors
New York
$259K +$11.4K +365 +5%
ASI
64
Advisory Services & Investments
Oregon
$258K +$250K +8,013 New
AF
65
Advisornet Financial
Minnesota
$256K -$260K -8,334 -51%
TWA
66
TCI Wealth Advisors
Arizona
$248K +$240K +7,692 New
CCMI
67
Creative Capital Management Investments
California
$238K +$87.5K +2,801 +61%
HIGP
68
Hill Investment Group Partners
Missouri
$222K +$2.03K +65 +1%
AWM
69
Apollon Wealth Management
South Carolina
$222K
LAM
70
LifePro Asset Management
California
$220K +$214K +6,838 New
HI
71
Harbour Investments
Wisconsin
$212K +$206K +6,585 New
PCM
72
Passive Capital Management
Maryland
$203K +$197K +6,300 New
OCM
73
Orion Capital Management
California
$116K +$2.19K +70 +2%
RTL
74
Red Tortoise LLC
Georgia
$69.5K +$31 +1 +0%
CPA
75
Cardiff Park Advisors
California
$42.8K +$4.06K +130 +11%