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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$137K +$11.7K +244 +10%
APFP
152
Action Point Financial Planning
Michigan
$134K +$131K +2,733 New
WTA
153
Washington Trust Advisors
Massachusetts
$120K +$669 +14 +0.6%
CPA
154
Cardiff Park Advisors
California
$116K +$5.93K +124 +6%
LFG
155
Larson Financial Group
Missouri
$99.4K +$29.1K +609 +43%
OCM
156
Orion Capital Management
California
$92.5K -$96 -2 -0.1%
ACA
157
American Capital Advisory
Idaho
$91.3K
JP Morgan Chase
158
JP Morgan Chase
New York
$86.6K -$478 -10 -0.6%
PS
159
Pinney & Scofield
Massachusetts
$86.6K -$19.6K -410 -19%
KFGG
160
Keystone Financial Group (Georgia)
Georgia
$80.9K +$430 +9 +0.5%
W
161
WealthCollab
Washington
$71.7K
Kayne Anderson Rudnick Investment Management
162
Kayne Anderson Rudnick Investment Management
California
$69.6K +$69.2K +1,447 New
SRCM
163
Signature Resources Capital Management
California
$69K +$383 +8 +0.6%
KSB
164
Kennebec Savings Bank
Maine
$57K +$55.8K +1,167 New
MG
165
Mather Group
Illinois
$49K +$48K +1,003 New
US Bancorp
166
US Bancorp
Minnesota
$40.3K
BCM
167
Blume Capital Management
California
$39.1K
CMBA
168
C.M. Bidwell & Associates
Hawaii
$39.1K
SAM
169
Smartleaf Asset Management
Massachusetts
$37.4K
CWP
170
Concord Wealth Partners
Virginia
$26.6K +$26K +544 New
JWA
171
JFS Wealth Advisors
Pennsylvania
$23.2K
EWP
172
Elevation Wealth Partners
California
$22.9K +$96 +2 +0.4%
CMP
173
Coston McIsaac & Partners
Maine
$22K
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$20.5K
BH
175
Burk Holdings
Oklahoma
$18K -$12K -250 -40%