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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
$349K +$75.8K +1,832 +28%
MT
102
Midwest Trust
Kansas
$348K -$455 -11 -0.1%
HI
103
Harbour Investments
Wisconsin
$342K -$44.9K -1,087 -12%
CCMI
104
Creative Capital Management Investments
California
$336K -$64.5K -1,559 -16%
CA
105
CGN Advisors
Kansas
$320K +$24.4K +590 +8%
SIP
106
Sellwood Investment Partners
Oregon
$319K
PFS
107
Professional Financial Solutions
Virginia
$302K +$301K +7,273 New
CCWM
108
Cassaday & Co Wealth Management
Virginia
$300K +$1.82K +44 +0.6%
GWM
109
Grand Wealth Management
Michigan
$295K -$3.47K -84 -1%
CCC
110
Compass Capital Corp
Massachusetts
$295K +$1.53K +37 +0.6%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$290K +$289K +6,993 New
RFP
112
Root Financial Partners
California
$289K +$111K +2,688 +63%
VT
113
Vise Technologies
New York
$289K +$288K +6,973 New
AWM
114
Apollon Wealth Management
South Carolina
$286K
BA
115
Bridgewater Advisors
New York
$282K +$268K +6,474 New
FWMP
116
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K +$1.78K +43 +0.7%
WAN
117
Wealth Advisors Northwest
Oregon
$259K +$31.8K +768 +14%
TAWM
118
Three Arch Wealth Management
California
$255K +$255K +6,158 New
PHWA
119
Petersen Hastings Wealth Advisors
Washington
$252K +$251K +6,077 New
TWM
120
Tanager Wealth Management
United Kingdom
$250K -$1.74K -42 -0.7%
DFP
121
Donalies Financial Planning
District of Columbia
$232K +$231K +5,589 New
PAG
122
Private Advisor Group
New Jersey
$229K +$2.44K +59 +1%
MWA
123
Mills Wealth Advisors
Texas
$225K +$7.11K +172 +3%
XPN
124
XY Planning Network
Montana
$225K +$224K +5,421 New
UWM
125
United Wealth Management
Virginia
$224K