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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIGP
101
Hill Investment Group Partners
Missouri
$456K -$9.9K -207 -2%
FFP
102
Freedom Financial Partners
Minnesota
$456K -$74.1K -1,549 -14%
AF
103
Advisornet Financial
Minnesota
$455K +$19.4K +406 +5%
WMS
104
Wealth Management Strategies
Pennsylvania
$439K +$2.39K +50 +0.6%
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$427K
LFA
106
Level Financial Advisors
New York
$426K +$4.5K +94 +1%
MWA
107
Mills Wealth Advisors
Texas
$422K +$28.2K +589 +7%
VBA
108
von Borstel & Associates
Oregon
$413K +$146K +3,061 +57%
MMA
109
Miracle Mile Advisors
California
$407K +$399K +8,334 New
PFS
110
Professional Financial Solutions
Virginia
$405K +$28.5K +596 +8%
CA
111
CGN Advisors
Kansas
$399K -$6.69K -140 -2%
HIP
112
HUB Investment Partners
Texas
$391K +$382K +7,991 New
CPIG
113
Chicago Partners Investment Group
Illinois
$379K +$1.86K +39 +0.5%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$343K +$574 +12 +0.2%
AWM
115
Apollon Wealth Management
South Carolina
$337K
WAN
116
Wealth Advisors Northwest
Oregon
$326K +$1.86K +39 +0.6%
SIP
117
Sellwood Investment Partners
Oregon
$324K -$50.9K -1,065 -14%
MA
118
McGrath & Associates
North Carolina
$323K +$5.59K +117 +2%
CCC
119
Compass Capital Corp
Massachusetts
$315K +$1.91K +40 +0.6%
FWMP
120
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$314K +$1.39K +29 +0.5%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$314K +$51.8K +1,084 +20%
EFP
122
EnRich Financial Partners
Wisconsin
$309K -$76.7K -1,605 -20%
RF
123
RHS Financial
California
$307K -$143K -2,997 -32%
PAG
124
Private Advisor Group
New Jersey
$287K +$15.8K +330 +6%
FPI
125
Financial Plan Inc
Washington
$286K +$24.5K +512 +10%