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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
CGN Advisors
Kansas
$293K +$282K +7,127 New
CPIG
102
Chicago Partners Investment Group
Illinois
$287K
AWM
103
Apollon Wealth Management
South Carolina
$283K
CCC
104
Compass Capital Corp
Massachusetts
$271K +$8.02K +203 +3%
HIGP
105
Hill Investment Group Partners
Missouri
$271K -$15.1K -381 -5%
FWMP
106
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$261K +$1.5K +38 +0.6%
MPCL
107
My Personal CFO LLC
Washington
$261K +$251K +6,350 New
TWM
108
Tanager Wealth Management
United Kingdom
$250K
WAN
109
Wealth Advisors Northwest
Oregon
$225K -$45.6K -1,154 -17%
CCA
110
Cobblestone Capital Advisors
New York
$225K +$1.78K +45 +0.8%
PAG
111
Private Advisor Group
New Jersey
$225K +$830 +21 +0.4%
UWM
112
United Wealth Management
Virginia
$222K
MWA
113
Mills Wealth Advisors
Texas
$216K -$751 -19 -0.4%
MA
114
McGrath & Associates
North Carolina
$209K +$201K +5,097 New
BGWM
115
Bridge Generations Wealth Management
Florida
$201K
PWA
116
Physician Wealth Advisors
Utah
$198K +$158 +4 +0.1%
DPW
117
DiNuzzo Private Wealth
Pennsylvania
$191K +$6.91K +175 +4%
RFP
118
Root Financial Partners
California
$176K +$169K +4,285 New
VWM
119
Vermillion Wealth Management
Minnesota
$167K -$1.3K -33 -0.8%
AF
120
Allworth Financial
California
$161K +$1.15K +29 +0.7%
WTA
121
Washington Trust Advisors
Massachusetts
$99.6K +$95.7K +2,423 New
OCM
122
Orion Capital Management
California
$95.5K +$316 +8 +0.3%
RTL
123
Red Tortoise LLC
Georgia
$76.1K
TIM
124
Tortoise Investment Management
New York
$70.7K
Osaic Holdings
125
Osaic Holdings
Arizona
$69.9K +$5.65K +143 +9%