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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$228K +$7.19K +218 +3%
FFG
77
Fiduciary Financial Group
California
$218K +$208K +6,295 New
PCM
78
Passive Capital Management
Maryland
$211K
CCM
79
Carlson Capital Management
Minnesota
$210K +$207K +6,267 New
PAG
80
Private Advisor Group
New Jersey
$205K +$202K +6,132 New
GWM
81
Grand Wealth Management
Michigan
$174K -$134K -4,064 -44%
AF
82
Allworth Financial
California
$128K +$126K +3,822 New
OCM
83
Orion Capital Management
California
$96.1K -$24.3K -737 -20%
RTL
84
Red Tortoise LLC
Georgia
$72.6K +$429 +13 +0.6%
CPA
85
Cardiff Park Advisors
California
$44.8K +$231 +7 +0.5%
RLIM
86
Red Lighthouse Investment Management
New York
$35.9K +$3.92K +119 +12%
CCA
87
Criterion Capital Advisors
Tennessee
$35.7K +$2.38K +72 +7%
TIM
88
Tortoise Investment Management
New York
$32.5K
JP Morgan Chase
89
JP Morgan Chase
New York
$28.1K -$858 -26 -3%
CMBA
90
C.M. Bidwell & Associates
Hawaii
$26.8K
JWA
91
JFS Wealth Advisors
Pennsylvania
$25.7K -$7.49K -227 -23%
BAM
92
Bellevue Asset Management
Washington
$23.1K +$22.7K +689 New
BAM
93
Belpointe Asset Management
Nevada
$16.1K +$15.9K +482 New
EWP
94
Elevation Wealth Partners
California
$15K +$99 +3 +0.7%
W
95
WealthCollab
Washington
$13.8K
BCM
96
Blume Capital Management
California
$10K
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$3.35K
SIS
98
Strategic Investment Solutions
Illinois
$2.54K +$2.47K +75 New
AWM
99
Avior Wealth Management
Nebraska
$967
FFA
100
Farther Finance Advisors
California
$739 -$3.56K -108 -83%