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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Criterion Capital Advisors
Tennessee
$32.1K +$24.4K +780 +361%
JWA
77
JFS Wealth Advisors
Pennsylvania
$32K
TIM
78
Tortoise Investment Management
New York
$31.2K +$20K +640 +194%
RLIM
79
Red Lighthouse Investment Management
New York
$30.8K
JP Morgan Chase
80
JP Morgan Chase
New York
$27.9K +$27.1K +866 New
CMBA
81
C.M. Bidwell & Associates
Hawaii
$25.8K +$25K +800 New
EWP
82
Elevation Wealth Partners
California
$14.3K +$7.97K +255 +134%
W
83
WealthCollab
Washington
$13.3K
BCM
84
Blume Capital Management
California
$9.66K
FFA
85
Farther Finance Advisors
California
$4.2K
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$3.22K
ACA
87
Aptus Capital Advisors
Alabama
$1.8K +$1.75K +56 New
UBS Group
88
UBS Group
Switzerland
$1.32K -$13.8K -442 -92%
AWM
89
Avior Wealth Management
Nebraska
$925
SRCM
90
Signature Resources Capital Management
California
$727
AWM
91
AE Wealth Management
Kansas
-$3.74M -122,543 Closed
BAM
92
Belpointe Asset Management
Nevada
-$342K -10,806 Closed
AFS
93
Annapolis Financial Services
Maryland
-$42.2K -1,334 Closed
EWA
94
Elevate Wealth Advisory
Georgia
-$34.2K -1,082 Closed
Fidelity Investments
95
Fidelity Investments
Massachusetts
-$1.77K -56 Closed
LFA
96
Level Financial Advisors
New York
-$949 -30 Closed