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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$43K
PS
127
Pinney & Scofield
Massachusetts
$39.2K
NC
128
North Capital
Utah
$38.1K -$35.1K -1,000 -50%
JP Morgan Chase
129
JP Morgan Chase
New York
$36.6K +$2.63K +75 +8%
CMBA
130
C.M. Bidwell & Associates
Hawaii
$30.4K
BCM
131
Blume Capital Management
California
$30.4K +$17.5K +500 +167%
SAM
132
Smartleaf Asset Management
Massachusetts
$29.3K +$21.1K +603 +347%
JWA
133
JFS Wealth Advisors
Pennsylvania
$24.7K
EWP
134
Elevation Wealth Partners
California
$17.4K +$105 +3 +0.7%
CMP
135
Coston McIsaac & Partners
Maine
$17K +$35 +1 +0.2%
Royal Bank of Canada
136
Royal Bank of Canada
Ontario, Canada
$11K +$7.68K +219 +292%
IA
137
IFP Advisors
Florida
$8.99K -$421 -12 -5%
GJIA
138
Glass Jacobson Investment Advisors
Maryland
$5.51K +$35 +1 +0.7%
SIS
139
Strategic Investment Solutions
Illinois
$2.92K +$35 +1 +1%
SRCM
140
Signature Resources Capital Management
California
$2.85K +$2.63K +75 New
ACA
141
Aptus Capital Advisors
Alabama
$2.09K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$1.21K +$1.12K +32 New
FF
143
Francis Financial
-$4.02M -119,335 Closed
TC
144
TownSquare Capital
Utah
-$1.89M -56,127 Closed
CW
145
Cook Wealth
North Carolina
-$1.02M -30,153 Closed
Raymond James Financial
146
Raymond James Financial
Florida
-$421K -12,506 Closed
SW
147
Simplicity Wealth
New Jersey
-$345K -10,237 Closed
AFA
148
Arlington Financial Advisors
California
-$306K -9,071 Closed
DWA
149
Delap Wealth Advisory
Oregon
-$261K -7,754 Closed
FCI
150
Financial Counselors Inc
Kansas
-$253K -7,499 Closed