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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$382K +$3.65K +83 +1%
WMS
102
Wealth Management Strategies
Pennsylvania
$378K +$484 +11 +0.1%
AF
103
Advisornet Financial
Minnesota
$378K -$59.9K -1,362 -13%
GWM
104
Grand Wealth Management
Michigan
$375K +$76.2K +1,734 +24%
SDWIA
105
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$370K +$8.97K +204 +2%
LFA
106
Level Financial Advisors
New York
$365K -$18.2K -415 -5%
MT
107
Midwest Trust
Kansas
$363K +$7.83K +178 +2%
CA
108
CGN Advisors
Kansas
$352K +$26.2K +596 +8%
MWA
109
Mills Wealth Advisors
Texas
$341K +$115K +2,625 +48%
TAWM
110
Three Arch Wealth Management
California
$339K +$80.8K +1,839 +30%
EFP
111
EnRich Financial Partners
Wisconsin
$336K -$34.8K -792 -9%
PFS
112
Professional Financial Solutions
Virginia
$326K +$18.7K +426 +6%
SIP
113
Sellwood Investment Partners
Oregon
$326K
MWM
114
Modern Wealth Management
Kansas
$324K +$333K +7,582 New
CCC
115
Compass Capital Corp
Massachusetts
$321K +$1.76K +40 +0.6%
BA
116
Bridgewater Advisors
New York
$321K +$1.89K +43 +0.7%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$297K +$747 +17 +0.2%
AWM
118
Apollon Wealth Management
South Carolina
$292K
VT
119
Vise Technologies
New York
$289K
WAN
120
Wealth Advisors Northwest
Oregon
$281K +$17.1K +390 +6%
FWMP
121
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$271K +$352 +8 +0.1%
MWM
122
Mission Wealth Management
California
$260K +$46.2K +1,050 +21%
TWM
123
Tanager Wealth Management
United Kingdom
$251K -$4.66K -106 -2%
MA
124
McGrath & Associates
North Carolina
$249K +$60.8K +1,382 +27%
PHWA
125
Petersen Hastings Wealth Advisors
Washington
$246K -$11.7K -266 -4%