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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealth Architects
California
$6.44M -$146K -3,287 -2%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$5.78M +$217K +4,908 +4%
BPA
28
Beacon Pointe Advisors
California
$5.59M +$551K +12,433 +10%
QHA
29
Quarry Hill Advisors
Minnesota
$5.53M -$59.4K -1,340 -1%
RIP
30
RAM Investment Partners
Washington
$5.31M +$141K +3,193 +3%
Betterment LLC
31
Betterment LLC
New York
$4.87M +$57.6K +1,301 +1%
OIA
32
OneDigital Investment Advisors
Kansas
$4.74M -$26.9K -607 -0.5%
PWM
33
Perigon Wealth Management
California
$4.72M +$62.1K +1,403 +1%
TFP
34
Triune Financial Partners
Kansas
$4.68M +$24.5K +552 +0.5%
AIA
35
Angeles Investment Advisors
California
$4.66M +$170K +3,847 +4%
TWA
36
TCI Wealth Advisors
Arizona
$4.59M -$16.4K -370 -0.3%
Raymond James Financial
37
Raymond James Financial
Florida
$4.42M +$804K +18,140 +21%
DFP
38
Donalies Financial Planning
District of Columbia
$4.32M -$28.7K -647 -0.6%
Corient Private Wealth
39
Corient Private Wealth
Florida
$4.23M +$1.54M +34,871 +38%
Brown Advisory
40
Brown Advisory
Maryland
$4.15M +$3.97M +89,547 +1,085%
LWP
41
Laurel Wealth Planning
Minnesota
$4.02M +$4.2M +94,894 New
GC
42
Garde Capital
Washington
$3.95M +$322K +7,266 +8%
AA
43
Addison Advisors
Vermont
$3.94M -$139K -3,141 -3%
ADL
44
Asset Dedication LLC
California
$3.93M -$732K -16,522 -15%
ACM
45
Aspen Capital Management
Idaho
$3.88M -$2.97K -67 -0.1%
BJL
46
Brighton Jones LLC
Washington
$3.72M +$3.88M +87,640 New
RIM
47
RW Investment Management
Idaho
$3.61M +$3.77M +85,036 New
SFA
48
Sequoia Financial Advisors
Ohio
$3.59M +$69.5K +1,569 +2%
SW
49
Simplicity Wealth
New Jersey
$3.22M -$306K -6,914 -8%
MWM
50
Momentous Wealth Management
Washington
$3.17M -$47.6K -1,075 -1%