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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
126
Keystone Financial Group (Georgia)
Georgia
$62.3K +$435 +11 +0.7%
W
127
WealthCollab
Washington
$60.3K
CPA
128
Cardiff Park Advisors
California
$56.6K +$435 +11 +0.8%
SRCM
129
Signature Resources Capital Management
California
$56.3K +$51.2K +1,295 +1,727%
RLIM
130
Red Lighthouse Investment Management
New York
$50.3K
CW
131
Curio Wealth
Maryland
$48.5K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$47K
PS
133
Pinney & Scofield
Massachusetts
$42.4K
NC
134
North Capital
Utah
$41.1K +$40 +1 +0.1%
BCM
135
Blume Capital Management
California
$32.9K
CMBA
136
C.M. Bidwell & Associates
Hawaii
$32.9K
SAM
137
Smartleaf Asset Management
Massachusetts
$31.8K
JWA
138
JFS Wealth Advisors
Pennsylvania
$19.5K -$6.83K -173 -27%
EWP
139
Elevation Wealth Partners
California
$19K +$158 +4 +0.9%
CMP
140
Coston McIsaac & Partners
Maine
$18K
JP Morgan Chase
141
JP Morgan Chase
New York
$17.5K -$21.2K -536 -56%
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$14.9K +$8.61K +218 +150%
IA
143
IFP Advisors
Florida
$13.1K +$3.24K +82 +35%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$12K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$3.29K +$3.16K +80 New
SIS
146
Strategic Investment Solutions
Illinois
$3.18K
ACA
147
Aptus Capital Advisors
Alabama
$2.26K
AC
148
AlphaCore Capital
California
$1.93K +$1.86K +47 New
OMC
149
Old Mission Capital
Illinois
-$7.88M -207,019 Closed
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
-$4.65M -122,146 Closed