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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
76
Jentner Corp
Ohio
$292K
AWM
77
Ariadne Wealth Management
California
$287K
AF
78
Advisornet Financial
Minnesota
$281K -$778 -23 -0.3%
CCMI
79
Creative Capital Management Investments
California
$264K +$3.01K +89 +1%
LPL Financial
80
LPL Financial
California
$260K +$3.21K +95 +1%
CCWM
81
Cassaday & Co Wealth Management
Virginia
$246K +$235K +6,954 New
AWM
82
Apollon Wealth Management
South Carolina
$244K
HIGP
83
Hill Investment Group Partners
Missouri
$232K -$8.96K -265 -4%
PAG
84
Private Advisor Group
New Jersey
$228K +$9.84K +291 +5%
GWM
85
Grand Wealth Management
Michigan
$226K +$39.2K +1,159 +22%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$225K +$215K +6,355 New
GWA
87
Geometric Wealth Advisors
District of Columbia
$225K +$215K +6,348 New
PCM
88
Passive Capital Management
Maryland
$223K
PPW
89
Parcion Private Wealth
Washington
$219K +$209K +6,190 New
CPIG
90
Chicago Partners Investment Group
Illinois
$218K +$211K +6,250 New
AF
91
Allworth Financial
California
$137K +$1.08K +32 +0.8%
RWM
92
Ruedi Wealth Management
Illinois
$126K +$120K +3,544 New
RTL
93
Red Tortoise LLC
Georgia
$77.5K +$609 +18 +0.8%
Osaic Holdings
94
Osaic Holdings
Arizona
$62.8K +$60K +1,774 New
TIM
95
Tortoise Investment Management
New York
$60.9K +$25.4K +750 +77%
CPA
96
Cardiff Park Advisors
California
$47.8K +$406 +12 +0.9%
RLIM
97
Red Lighthouse Investment Management
New York
$42.8K +$4.5K +133 +12%
CCA
98
Criterion Capital Advisors
Tennessee
$35.7K
JP Morgan Chase
99
JP Morgan Chase
New York
$30.7K +$913 +27 +3%
CMBA
100
C.M. Bidwell & Associates
Hawaii
$28.3K