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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$214K +$213K +5,151 New
MA
127
McGrath & Associates
North Carolina
$212K +$331 +8 +0.2%
MWM
128
Mission Wealth Management
California
$211K +$211K +5,097 New
BGWM
129
Bridge Generations Wealth Management
Florida
$203K
W
130
WPWealth
Texas
$201K +$200K +4,843 New
PWA
131
Physician Wealth Advisors
Utah
$200K +$83 +2 +0%
DPW
132
DiNuzzo Private Wealth
Pennsylvania
$182K -$17K -412 -9%
VWM
133
Vermillion Wealth Management
Minnesota
$170K +$1.2K +29 +0.7%
AF
134
Allworth Financial
California
$164K +$1.16K +28 +0.7%
WTA
135
Washington Trust Advisors
Massachusetts
$101K +$703 +17 +0.7%
OCM
136
Orion Capital Management
California
$96.7K +$372 +9 +0.4%
CPA
137
Cardiff Park Advisors
California
$93.3K +$36K +871 +63%
PS
138
Pinney & Scofield
Massachusetts
$90.4K +$47.5K +1,149 +111%
Osaic Holdings
139
Osaic Holdings
Arizona
$88.7K +$18K +436 +26%
KAS
140
Kestra Advisory Services
Texas
$77.2K +$77K +1,862 New
RTL
141
Red Tortoise LLC
Georgia
$76.8K
JP Morgan Chase
142
JP Morgan Chase
New York
$75.7K +$57.9K +1,400 +329%
KFGG
143
Keystone Financial Group (Georgia)
Georgia
$68.2K +$5.38K +130 +9%
W
144
WealthCollab
Washington
$60.9K
LFG
145
Larson Financial Group
Missouri
$59K +$58.8K +1,423 New
SRCM
146
Signature Resources Capital Management
California
$57.5K +$662 +16 +1%
RLIM
147
Red Lighthouse Investment Management
New York
$55.8K +$5K +121 +10%
CW
148
Curio Wealth
Maryland
$48.9K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$47K
US Bancorp
150
US Bancorp
Minnesota
$34.2K +$34.1K +824 New