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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$165K +$171K +4,967 New
DPW
102
DiNuzzo Private Wealth
Pennsylvania
$157K -$250K -7,252 -61%
AF
103
Allworth Financial
California
$129K +$689 +20 +0.5%
VWM
104
Vermillion Wealth Management
Minnesota
$127K +$132K +3,832 New
RWM
105
Ruedi Wealth Management
Illinois
$119K +$1.45K +42 +1%
OCM
106
Orion Capital Management
California
$96K +$99.8K +2,898 New
PWM
107
Parkworth Wealth Management
California
$91.2K +$94.7K +2,751 New
RTL
108
Red Tortoise LLC
Georgia
$61.3K -$11.6K -337 -15%
TIM
109
Tortoise Investment Management
New York
$57K
KFGG
110
Keystone Financial Group (Georgia)
Georgia
$49.4K +$51.3K +1,490 New
W
111
WealthCollab
Washington
$48.6K +$36.3K +1,055 +256%
CPA
112
Cardiff Park Advisors
California
$44.9K +$241 +7 +0.5%
RLIM
113
Red Lighthouse Investment Management
New York
$40K
CW
114
Curio Wealth
Maryland
$39.1K +$40.6K +1,180 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$38K +$39.1K +1,137 New
CCA
116
Criterion Capital Advisors
Tennessee
$35.7K
PS
117
Pinney & Scofield
Massachusetts
$34.2K +$35.5K +1,031 New
JP Morgan Chase
118
JP Morgan Chase
New York
$29.2K +$448 +13 +1%
CMBA
119
C.M. Bidwell & Associates
Hawaii
$26.5K
JWA
120
JFS Wealth Advisors
Pennsylvania
$21.5K
EWP
121
Elevation Wealth Partners
California
$15K +$69 +2 +0.4%
BCM
122
Blume Capital Management
California
$9.94K
IA
123
IFP Advisors
Florida
$7.29K +$1.58K +46 +26%
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$4.77K
AWM
125
Avior Wealth Management
Nebraska
$2.57K -$207 -6 -7%