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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tanager Wealth Management
United Kingdom
$286K -$3.87K -81 -1%
PHWA
127
Petersen Hastings Wealth Advisors
Washington
$276K -$7.65K -160 -3%
DFP
128
Donalies Financial Planning
District of Columbia
$276K +$2.44K +51 +0.9%
QCM
129
Quantinno Capital Management
New York
$271K
BA
130
Bridgewater Advisors
New York
$270K -$34.6K -724 -11%
JAA
131
Joel Adams & Associates
North Carolina
$264K -$1.1K -23 -0.4%
VPWA
132
Vestia Personal Wealth Advisors
Indiana
$264K +$258K +5,403 New
UWM
133
United Wealth Management
Virginia
$261K -$2.2K -46 -0.9%
MGWA
134
Monument Group Wealth Advisors
Massachusetts
$257K
BGWM
135
Bridge Generations Wealth Management
Florida
$254K
SM
136
Sensible Money
Arizona
$247K
DPW
137
DiNuzzo Private Wealth
Pennsylvania
$242K -$2.87K -60 -1%
OPF
138
Old Peak Finance
North Carolina
$240K +$235K +4,917 New
W
139
WPWealth
Texas
$239K +$1.15K +24 +0.5%
Creative Planning
140
Creative Planning
Kansas
$233K +$227K +4,757 New
CCWM
141
Cassaday & Co Wealth Management
Virginia
$227K -$7.94K -166 -3%
LMFP
142
Larry Mathis Financial Planning
Arizona
$216K +$211K +4,414 New
EFP
143
Envision Financial Planning
Tennessee
$212K +$208K +4,341 New
MWM
144
MBE Wealth Management
Wisconsin
$207K +$203K +4,241 New
PWA
145
Physician Wealth Advisors
Utah
$207K
GWA
146
Geometric Wealth Advisors
District of Columbia
$203K +$198K +4,145 New
VWM
147
Vermillion Wealth Management
Minnesota
$202K +$1.1K +23 +0.6%
RWM
148
Ruedi Wealth Management
Illinois
$201K +$197K +4,117 New
AF
149
Allworth Financial
California
$195K +$1.05K +22 +0.6%
Osaic Holdings
150
Osaic Holdings
Arizona
$152K +$27.7K +580 +23%