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Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$287K +$15.8K +330 +6%
FPI
127
Financial Plan Inc
Washington
$286K +$24.5K +512 +10%
TWM
128
Tanager Wealth Management
United Kingdom
$286K -$3.87K -81 -1%
PHWA
129
Petersen Hastings Wealth Advisors
Washington
$276K -$7.65K -160 -3%
DFP
130
Donalies Financial Planning
District of Columbia
$276K +$2.44K +51 +0.9%
QCM
131
Quantinno Capital Management
New York
$271K – – –
BA
132
Bridgewater Advisors
New York
$270K -$34.6K -724 -11%
JAA
133
Joel Adams & Associates
North Carolina
$264K -$1.1K -23 -0.4%
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$264K +$258K +5,403 New
UWM
135
United Wealth Management
Virginia
$261K -$2.2K -46 -0.9%
MGWA
136
Monument Group Wealth Advisors
Massachusetts
$257K – – –
BGWM
137
Bridge Generations Wealth Management
Florida
$254K – – –
SM
138
Sensible Money
Arizona
$247K – – –
DPW
139
DiNuzzo Private Wealth
Pennsylvania
$242K -$2.87K -60 -1%
OPF
140
Old Peak Finance
North Carolina
$240K +$235K +4,917 New
W
141
WPWealth
Texas
$239K +$1.15K +24 +0.5%
Creative Planning
142
Creative Planning
Kansas
$233K +$227K +4,757 New
CCWM
143
Cassaday & Co Wealth Management
Virginia
$227K -$7.94K -166 -3%
LMFP
144
Larry Mathis Financial Planning
Arizona
$216K +$211K +4,414 New
EFP
145
Envision Financial Planning
Tennessee
$212K +$208K +4,341 New
MWM
146
MBE Wealth Management
Wisconsin
$207K +$203K +4,241 New
PWA
147
Physician Wealth Advisors
Utah
$207K – – –
GWA
148
Geometric Wealth Advisors
District of Columbia
$203K +$198K +4,145 New
VWM
149
Vermillion Wealth Management
Minnesota
$202K +$1.1K +23 +0.6%
RWM
150
Ruedi Wealth Management
Illinois
$201K +$197K +4,117 New