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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
Blume Capital Management
California
$33.2K
CMBA
152
C.M. Bidwell & Associates
Hawaii
$33.2K
SAM
153
Smartleaf Asset Management
Massachusetts
$32.3K
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$23K +$11.1K +269 +91%
JWA
155
JFS Wealth Advisors
Pennsylvania
$19.7K
EWP
156
Elevation Wealth Partners
California
$19.3K +$124 +3 +0.6%
CMP
157
Coston McIsaac & Partners
Maine
$18K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$17.4K +$14.1K +340 +425%
GJIA
159
Glass Jacobson Investment Advisors
Maryland
$15.1K +$83 +2 +0.6%
IA
160
IFP Advisors
Florida
$14.4K +$1.16K +28 +9%
JFA
161
JNBA Financial Advisors
Minnesota
$14.1K +$14K +339 New
UBS Group
162
UBS Group
Switzerland
$10.6K +$10.5K +255 New
SIS
163
Strategic Investment Solutions
Illinois
$3.23K +$41 +1 +1%
ACA
164
Aptus Capital Advisors
Alabama
$2.28K
AC
165
AlphaCore Capital
California
$1.95K
BJL
166
Brighton Jones LLC
Washington
-$2.99M -72,881 Closed
MPCL
167
My Personal CFO LLC
Washington
-$261K -6,350 Closed
TIM
168
Tortoise Investment Management
New York
-$70.7K -1,720 Closed
NC
169
North Capital
Utah
-$41.1K -1,001 Closed