We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFP
126
Donalies Financial Planning
District of Columbia
$237K
PAG
127
Private Advisor Group
New Jersey
$235K +$835 +19 +0.3%
QCM
128
Quantinno Capital Management
New York
$235K +$243K +5,539 New
XPN
129
XY Planning Network
Montana
$232K +$484 +11 +0.2%
JAA
130
Joel Adams & Associates
North Carolina
$230K +$239K +5,431 New
VBA
131
von Borstel & Associates
Oregon
$229K +$238K +5,405 New
UWM
132
United Wealth Management
Virginia
$228K -$1.27K -29 -0.5%
FPI
133
Financial Plan Inc
Washington
$226K +$235K +5,341 New
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
$226K +$234K +5,330 New
MGWA
135
Monument Group Wealth Advisors
Massachusetts
$222K +$231K +5,250 New
BGWM
136
Bridge Generations Wealth Management
Florida
$220K +$13.8K +315 +6%
SM
137
Sensible Money
Arizona
$214K +$222K +5,054 New
DPW
138
DiNuzzo Private Wealth
Pennsylvania
$212K +$26.8K +609 +14%
W
139
WPWealth
Texas
$206K +$747 +17 +0.4%
CCWM
140
Cassaday & Co Wealth Management
Virginia
$204K -$106K -2,418 -33%
PWA
141
Physician Wealth Advisors
Utah
$179K -$25.8K -586 -12%
VWM
142
Vermillion Wealth Management
Minnesota
$174K +$220 +5 +0.1%
AF
143
Allworth Financial
California
$168K +$220 +5 +0.1%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$108K +$87.6K +1,992 +354%
Osaic Holdings
145
Osaic Holdings
Arizona
$107K +$17.3K +393 +18%
WTA
146
Washington Trust Advisors
Massachusetts
$104K +$132 +3 +0.1%
CPA
147
Cardiff Park Advisors
California
$95.5K +$132 +3 +0.1%
PS
148
Pinney & Scofield
Massachusetts
$92.4K +$44 +1 +0%
OCM
149
Orion Capital Management
California
$80.3K -$19.2K -437 -19%
ACA
150
American Capital Advisory
Idaho
$79.1K +$82.1K +1,867 New