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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Northland Capital Management
Minnesota
$710K -$74.4K -2,195 -9%
Betterment LLC
52
Betterment LLC
New York
$701K +$109K +3,205 +18%
AA
53
Addison Advisors
Vermont
$698K +$23K +680 +3%
MWM
54
Momentous Wealth Management
Washington
$675K +$97.7K +2,885 +17%
MFA
55
Morling Financial Advisors
California
$672K +$173K +5,108 +34%
MWM
56
Modera Wealth Management
New Jersey
$567K -$25.2K -744 -4%
MGW
57
MB Generational Wealth
Washington
$565K -$30.4K -896 -5%
HNWA
58
Henrickson Nauta Wealth Advisors
Michigan
$547K +$218K +6,435 +58%
TWA
59
Trellis Wealth Advisors
California
$545K +$1.86K +55 +0.3%
FFA
60
Farther Finance Advisors
California
$540K
MWM
61
Meritas Wealth Management
California
$537K +$227K +6,694 +72%
SFA
62
Sequoia Financial Advisors
Ohio
$507K +$510K +15,056 New
SSC
63
Syverson Strege & Co
Iowa
$498K +$76.7K +2,265 +18%
EWA
64
Exencial Wealth Advisors
Oklahoma
$490K
RIM
65
Rockbridge Investment Management
New York
$489K +$5.32K +157 +1%
Citadel Advisors
66
Citadel Advisors
Florida
$474K +$477K +14,076 New
B
67
BetterWealth
California
$459K -$144K -4,247 -24%
NRWA
68
North Ridge Wealth Advisors
Oregon
$422K -$17.8K -524 -4%
Raymond James Financial
69
Raymond James Financial
Florida
$421K +$424K +12,506 New
WA
70
Wealthstream Advisors
New York
$409K +$508 +15 +0.1%
NA
71
NewEdge Advisors
Louisiana
$406K
RF
72
RHS Financial
California
$388K +$11.9K +351 +3%
HCA
73
Heck Capital Advisors
Wisconsin
$388K +$390K +11,522 New
BGWM
74
Bridge Generations Wealth Management
Florida
$358K -$4.37K -129 -1%
AF
75
Advisornet Financial
Minnesota
$356K +$32K +946 +10%