We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
101
Compass Capital Corp
Massachusetts
$244K -$3.86K -110 -2%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$240K +$221K +6,315 New
FWMP
103
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$240K +$1.3K +37 +0.6%
MT
104
Midwest Trust
Kansas
$238K +$219K +6,253 New
TWM
105
Tanager Wealth Management
United Kingdom
$231K +$213K +6,074 New
Bank of America
106
Bank of America
North Carolina
$218K -$2.17K -62 -1%
PAG
107
Private Advisor Group
New Jersey
$207K +$191K +5,445 New
CCA
108
Cobblestone Capital Advisors
New York
$206K +$190K +5,422 New
UWM
109
United Wealth Management
Virginia
$206K +$190K +5,411 New
MWA
110
Mills Wealth Advisors
Texas
$200K +$185K +5,268 New
BGWM
111
Bridge Generations Wealth Management
Florida
$186K -$201K -5,740 -54%
PWA
112
Physician Wealth Advisors
Utah
$183K -$5.71K -163 -3%
DPW
113
DiNuzzo Private Wealth
Pennsylvania
$176K -$3.33K -95 -2%
VWM
114
Vermillion Wealth Management
Minnesota
$156K +$9.19K +262 +7%
AF
115
Allworth Financial
California
$148K +$631 +18 +0.5%
PWM
116
Parkworth Wealth Management
California
$130K +$4.63K +132 +4%
OCM
117
Orion Capital Management
California
$88.1K -$11.1K -316 -12%
RTL
118
Red Tortoise LLC
Georgia
$70.4K
TIM
119
Tortoise Investment Management
New York
$65.5K
Osaic Holdings
120
Osaic Holdings
Arizona
$59.3K
KFGG
121
Keystone Financial Group (Georgia)
Georgia
$58.1K +$386 +11 +0.7%
W
122
WealthCollab
Washington
$55.8K
CPA
123
Cardiff Park Advisors
California
$52.1K +$351 +10 +0.7%
RLIM
124
Red Lighthouse Investment Management
New York
$46.6K +$9.43K +269 +28%
CW
125
Curio Wealth
Maryland
$44.9K +$41.3K +1,178 +58,900%