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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
76
Creative Capital Management Investments
California
$334K +$89.6K +2,602 +35%
FFG
77
Fiduciary Financial Group
California
$328K +$61.6K +1,788 +21%
EFP
78
EnRich Financial Partners
Wisconsin
$320K +$4.51K +131 +1%
AF
79
Advisornet Financial
Minnesota
$319K +$58.2K +1,690 +21%
SDWIA
80
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$316K
BWA
81
Babb Wealth Advisors
Arizona
$314K +$327K +9,484 New
MWM
82
Meritas Wealth Management
California
$306K +$1.79K +52 +0.6%
HI
83
Harbour Investments
Wisconsin
$293K +$34 +1 +0%
FCI
84
Financial Counselors Inc
Kansas
$288K +$299K +8,686 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$287K -$620 -18 -0.2%
JC
86
Jentner Corp
Ohio
$274K +$689 +20 +0.2%
FFP
87
Freedom Financial Partners
Minnesota
$269K +$279K +8,116 New
PPW
88
Parcion Private Wealth
Washington
$262K +$58.7K +1,706 +28%
LFA
89
Level Financial Advisors
New York
$244K +$253K +7,354 New
CCWM
90
Cassaday & Co Wealth Management
Virginia
$240K +$10.4K +301 +4%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$240K +$31K +900 +14%
HIGP
92
Hill Investment Group Partners
Missouri
$239K +$10.6K +307 +4%
LPL Financial
93
LPL Financial
California
$237K -$6.61K -192 -3%
GWA
94
Geometric Wealth Advisors
District of Columbia
$232K +$22.5K +654 +10%
GWM
95
Grand Wealth Management
Michigan
$231K +$20.7K +601 +9%
AWM
96
Apollon Wealth Management
South Carolina
$228K
CPIG
97
Chicago Partners Investment Group
Illinois
$211K +$5.13K +149 +2%
PCM
98
Passive Capital Management
Maryland
$209K
FWMP
99
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K +$216K +6,275 New
CCA
100
Cobblestone Capital Advisors
New York
$204K +$212K +6,167 New