We are live on ! Find out more
DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$2.55M +$990K +29,714 +62%
RIP
27
RAM Investment Partners
Washington
$2.38M +$588K +17,637 +32%
SC
28
Savant Capital
Illinois
$2.13M +$209K +6,261 +11%
CPCM
29
Cardinal Point Capital Management
Ontario, Canada
$2.1M +$1.79M +53,860 +545%
WA
30
Wealth Architects
California
$2.04M +$1.25M +37,394 +152%
NCM
31
Northland Capital Management
Minnesota
$1.98M +$363K +10,902 +22%
GC
32
Garde Capital
Washington
$1.87M +$48.2K +1,446 +3%
TI
33
Truepoint Inc
Ohio
$1.83M +$233K +6,988 +14%
FTUS
34
Flow Traders U.S.
New York
$1.75M +$1.77M +53,276 New
TWA
35
Trellis Wealth Advisors
California
$1.67M +$307K +9,225 +22%
AA
36
Addison Advisors
Vermont
$1.59M +$213K +6,385 +15%
RWP
37
Revolve Wealth Partners
New Jersey
$1.57M +$324K +9,730 +26%
HCM
38
Hutchinson Capital Management
California
$1.51M
FPAS
39
Focus Partners Advisor Solutions
Missouri
$1.48M +$313K +9,399 +26%
WWP
40
Waypoint Wealth Partners
California
$1.44M +$781K +23,455 +116%
RIM
41
Rockbridge Investment Management
New York
$1.43M +$185K +5,562 +15%
PO
42
Private Ocean
California
$1.35M -$4.86K -146 -0.4%
CFGA
43
Cambridge Financial Group (Arizona)
Arizona
$1.3M -$91.4K -2,744 -6%
SSC
44
Syverson Strege & Co
Iowa
$1.29M -$54.4K -1,634 -4%
B
45
BetterWealth
California
$1.22M -$20.5K -615 -2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.15M +$320K +9,607 +38%
BJL
47
Brighton Jones LLC
Washington
$1.14M +$193K +5,792 +20%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$1.13M +$14.8K +443 +1%
CW
49
Cook Wealth
North Carolina
$1.12M +$4.9K +147 +0.4%
MGW
50
MB Generational Wealth
Washington
$1.12M -$119K -3,561 -9%