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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$10.2M +$10.1M +361,623 New
Citadel Advisors
2
Citadel Advisors
Florida
$8.4M +$8.31M +298,002 New
OMC
3
Old Mission Capital
Illinois
$8.33M +$8.24M +295,525 New
FOA
4
Five Oceans Advisors
California
$7.83M +$7.75M +277,753 New
AWP
5
Abacus Wealth Partners
California
$7.72M +$7.65M +274,152 New
MWM
6
Merriman Wealth Management
Washington
$4.71M +$4.66M +167,193 New
HFS
7
Heritage Financial Services
Massachusetts
$1.98M +$1.96M +70,185 New
BCM
8
Brainard Capital Management
Texas
$1.22M +$1.21M +43,250 New
AC
9
AWM Capital
Arizona
$932K +$923K +33,088 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$739K +$731K +26,219 New
RIP
11
RAM Investment Partners
Washington
$724K +$716K +25,681 New
PCI
12
Planning Center Inc
Illinois
$718K +$711K +25,495 New
AP
13
Adero Partners
California
$677K +$671K +24,040 New
Mariner
14
Mariner
Kansas
$575K +$569K +20,402 New
WCWM
15
Willow Creek Wealth Management
California
$524K +$518K +18,584 New
CI
16
Cordant Inc
Oregon
$464K +$459K +16,459 New
MWM
17
Meritas Wealth Management
California
$428K +$423K +15,177 New
EWA
18
Exencial Wealth Advisors
Oklahoma
$316K +$313K +11,227 New
PFO
19
Pathstone Family Office
New Jersey
$288K +$285K +10,236 New
BAM
20
Baldrige Asset Management
Pennsylvania
$280K +$277K +9,920 New
FF
21
Francis Financial
$218K +$216K +7,753 New
SC
22
Schoolcraft Capital
Colorado
$213K +$210K +7,547 New
FFM
23
Forum Financial Management
Illinois
$210K +$208K +7,452 New
TWA
24
TCI Wealth Advisors
Arizona
$155K +$153K +5,500 New
GWM
25
Grand Wealth Management
Michigan
$142K +$141K +5,053 New
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