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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
76
North Ridge Wealth Advisors
Oregon
$426K -$46.4K -1,325 -11%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$390K +$15.5K +441 +4%
FFP
78
Freedom Financial Partners
Minnesota
$389K +$72.3K +2,062 +25%
PPW
79
Parcion Private Wealth
Washington
$384K +$57.8K +1,649 +20%
CCMI
80
Creative Capital Management Investments
California
$368K -$9.32K -266 -3%
SDWIA
81
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$363K
HI
82
Harbour Investments
Wisconsin
$360K +$16.9K +483 +5%
RF
83
RHS Financial
California
$354K -$77.9K -2,223 -19%
EFP
84
EnRich Financial Partners
Wisconsin
$353K -$34K -969 -9%
BWA
85
Babb Wealth Advisors
Arizona
$353K +$666 +19 +0.2%
WMS
86
Wealth Management Strategies
Pennsylvania
$350K +$61.5K +1,754 +24%
FFG
87
Fiduciary Financial Group
California
$337K +$20.3K +578 +7%
JC
88
Jentner Corp
Ohio
$325K +$9.68K +276 +3%
FFM
89
Flagstone Financial Management
Nebraska
$318K +$29K +826 +11%
LFA
90
Level Financial Advisors
New York
$304K +$21.6K +617 +8%
HighTower Advisors
91
HighTower Advisors
Illinois
$296K +$272K +7,766 New
Citadel Advisors
92
Citadel Advisors
Florida
$285K -$231K -6,578 -47%
SIP
93
Sellwood Investment Partners
Oregon
$276K +$255K +7,261 New
RCAG
94
Rehmann Capital Advisory Group
Michigan
$276K
CCWM
95
Cassaday & Co Wealth Management
Virginia
$274K
CPIG
96
Chicago Partners Investment Group
Illinois
$266K
HIGP
97
Hill Investment Group Partners
Missouri
$265K
AWM
98
Apollon Wealth Management
South Carolina
$262K
WAN
99
Wealth Advisors Northwest
Oregon
$252K +$9.15K +261 +4%
GWM
100
Grand Wealth Management
Michigan
$250K +$1.02K +29 +0.4%