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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Addison Advisors
Vermont
$816K +$25K +713 +3%
NCM
52
Northland Capital Management
Minnesota
$814K +$10.8K +307 +1%
MFA
53
Morling Financial Advisors
California
$760K +$526 +15 +0.1%
NL
54
NWAM LLC
Washington
$744K -$123K -3,514 -15%
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
$742K -$123K -3,505 -15%
ACM
56
Aspen Capital Management
Idaho
$695K +$640K +18,254 New
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$671K +$6.59K +188 +1%
MWM
58
Modera Wealth Management
New Jersey
$637K -$3.4K -97 -0.6%
EWA
59
EP Wealth Advisors
California
$636K -$155K -4,432 -21%
TWA
60
Trellis Wealth Advisors
California
$620K +$3.72K +106 +0.7%
FFA
61
Farther Finance Advisors
California
$617K +$9.29K +265 +2%
Betterment LLC
62
Betterment LLC
New York
$612K -$166K -4,736 -23%
MWM
63
Meritas Wealth Management
California
$610K +$3.44K +98 +0.6%
SFA
64
Sequoia Financial Advisors
Ohio
$575K +$1.61K +46 +0.3%
SSC
65
Syverson Strege & Co
Iowa
$563K +$210 +6 +0%
EWA
66
Exencial Wealth Advisors
Oklahoma
$554K
B
67
BetterWealth
California
$526K +$5.89K +168 +1%
RIM
68
Rockbridge Investment Management
New York
$513K -$36.1K -1,030 -7%
PFG
69
Premier Financial Group
California
$511K +$454K +12,943 New
WA
70
Wealthstream Advisors
New York
$491K +$26.5K +757 +6%
EFN
71
Equita Financial Network
Pennsylvania
$485K +$216K +6,174 +94%
NA
72
NewEdge Advisors
Louisiana
$459K +$105 +3 +0%
LPL Financial
73
LPL Financial
California
$458K +$131K +3,730 +45%
AF
74
Advisornet Financial
Minnesota
$441K +$35.8K +1,022 +10%
HCA
75
Heck Capital Advisors
Wisconsin
$438K -$175 -5 -0%