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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Caprock Group
Idaho
$350K
EFP
77
EnRich Financial Partners
Wisconsin
$345K +$20.1K +594 +6%
SW
78
Simplicity Wealth
New Jersey
$345K +$347K +10,237 New
CCMI
79
Creative Capital Management Investments
California
$334K -$4.91K -145 -1%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$330K +$39.2K +1,158 +13%
SDWIA
81
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$321K +$305 +9 +0.1%
BWA
82
Babb Wealth Advisors
Arizona
$312K -$7.83K -231 -2%
AFA
83
Arlington Financial Advisors
California
$306K -$41.2K -1,217 -12%
HI
84
Harbour Investments
Wisconsin
$302K +$4.2K +124 +1%
PPW
85
Parcion Private Wealth
Washington
$285K +$18.7K +552 +7%
LPL Financial
86
LPL Financial
California
$280K +$39.3K +1,159 +16%
JC
87
Jentner Corp
Ohio
$279K
FFP
88
Freedom Financial Partners
Minnesota
$275K +$1.32K +39 +0.5%
DWA
89
Delap Wealth Advisory
Oregon
$261K +$263K +7,754 New
FFG
90
Fiduciary Financial Group
California
$259K -$63.4K -1,872 -18%
FFM
91
Flagstone Financial Management
Nebraska
$254K +$255K +7,533 New
FCI
92
Financial Counselors Inc
Kansas
$253K -$40.2K -1,187 -14%
WMS
93
Wealth Management Strategies
Pennsylvania
$251K +$252K +7,440 New
LFA
94
Level Financial Advisors
New York
$249K +$847 +25 +0.3%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$244K
CCWM
96
Cassaday & Co Wealth Management
Virginia
$243K -$1.69K -50 -0.7%
GWA
97
Geometric Wealth Advisors
District of Columbia
$236K
HIGP
98
Hill Investment Group Partners
Missouri
$235K -$8.2K -242 -3%
CPIG
99
Chicago Partners Investment Group
Illinois
$234K +$12.6K +373 +6%
AWM
100
Apollon Wealth Management
South Carolina
$232K