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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$721K +$2.04K +69 +0.3%
BSW
52
Buckingham Strategic Wealth
Missouri
$686K -$97.1K -3,293 -13%
HNWA
53
Henrickson Nauta Wealth Advisors
Michigan
$667K +$137K +4,650 +29%
MWM
54
Modera Wealth Management
New Jersey
$649K -$2.01K -68 -0.3%
AF
55
Advisornet Financial
Minnesota
$606K +$6.64K +225 +1%
CFGA
56
Cambridge Financial Group (Arizona)
Arizona
$571K +$525K +17,812 New
GWM
57
Grand Wealth Management
Michigan
$568K -$23.9K -809 -4%
CCM
58
Carlson Capital Management
Minnesota
$559K +$154K +5,225 +43%
SDWIA
59
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$544K +$70.9K +2,405 +17%
CFA
60
Cahill Financial Advisors
Minnesota
$508K +$185K +6,266 +65%
WA
61
Waverly Advisors
Alabama
$505K -$168K -5,701 -27%
WWP
62
Walden Wealth Partners
Ohio
$482K +$444K +15,052 New
WWP
63
Waypoint Wealth Partners
California
$472K +$22.1K +750 +5%
NRWA
64
North Ridge Wealth Advisors
Oregon
$446K -$139K -4,728 -25%
CPIG
65
Chicago Partners Investment Group
Illinois
$438K +$29 +1 +0%
CI
66
Cordant Inc
Oregon
$436K -$2.3K -78 -0.6%
PCM
67
Passive Capital Management
Maryland
$420K
IAG
68
Investment Advisory Group
Massachusetts
$393K
KAS
69
Kestra Advisory Services
Texas
$382K +$352K +11,935 New
HighTower Advisors
70
HighTower Advisors
Illinois
$362K +$100K +3,392 +43%
TWA
71
TCI Wealth Advisors
Arizona
$308K
OCM
72
Orion Capital Management
California
$299K +$9.76K +331 +4%
EFP
73
EnRich Financial Partners
Wisconsin
$285K +$262K +8,884 New
TWM
74
Tanager Wealth Management
United Kingdom
$271K +$249K +8,457 New
FRA
75
Frank Rimerman Advisors
California
$266K