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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAG
51
Investment Advisory Group
Massachusetts
$352K
CCM
52
Carlson Capital Management
Minnesota
$351K +$111K +3,694 +43%
Corient Private Wealth
53
Corient Private Wealth
Florida
$333K -$3.31M -109,776 -90%
AC
54
Apella Capital
Connecticut
$286K +$300K +9,952 New
TWA
55
TCI Wealth Advisors
Arizona
$276K +$48.7K +1,617 +20%
CFA
56
Cahill Financial Advisors
Minnesota
$276K +$289K +9,601 New
OCM
57
Orion Capital Management
California
$259K +$272K +9,018 New
BJL
58
Brighton Jones LLC
Washington
$252K +$264K +8,779 New
FRA
59
Frank Rimerman Advisors
California
$239K +$250K +8,316 New
HighTower Advisors
60
HighTower Advisors
Illinois
$228K +$20.7K +688 +10%
AA
61
Addison Advisors
Vermont
$213K +$223K +7,416 New
RTL
62
Red Tortoise LLC
Georgia
$173K +$1.02K +34 +0.6%
FCG
63
Financial Connections Group
California
$142K +$142K +4,732 +1,939%
MFA
64
McClarren Financial Advisors
Pennsylvania
$129K +$54.9K +1,823 +68%
CPA
65
Cardiff Park Advisors
California
$114K +$693 +23 +0.6%
WWM
66
Wolff Wiese Magana
California
$112K -$78.4K -2,604 -40%
GWS
67
Glassman Wealth Services
Virginia
$88.4K +$19.4K +643 +26%
AF
68
Allworth Financial
California
$86.1K
RLIM
69
Red Lighthouse Investment Management
New York
$82.7K +$27.1K +899 +45%
JP Morgan Chase
70
JP Morgan Chase
New York
$67.8K -$22.1K -733 -24%
JWA
71
JFS Wealth Advisors
Pennsylvania
$58.7K -$3.25K -108 -5%
AWM
72
Avior Wealth Management
Nebraska
$58.3K +$331 +11 +0.5%
CCMI
73
Creative Capital Management Investments
California
$42.1K
AFS
74
Annapolis Financial Services
Maryland
$35.6K
Wells Fargo
75
Wells Fargo
California
$35.3K