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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
51
DiNuzzo Private Wealth
Pennsylvania
$953K -$27.4K -821 -3%
BSW
52
Buckingham Strategic Wealth
Missouri
$865K +$41K +1,231 +5%
CFA
53
Cahill Financial Advisors
Minnesota
$833K +$9.89K +297 +1%
SRWM
54
Shira Ridge Wealth Management
California
$808K +$9.99K +300 +1%
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$734K +$39.8K +1,195 +6%
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$611K -$23.9K -716 -4%
LPL Financial
57
LPL Financial
California
$604K +$611K +18,337 New
APC
58
Asset Planning Corporation
Tennessee
$598K +$104K +3,111 +21%
MWM
59
Modera Wealth Management
New Jersey
$591K -$92.7K -2,782 -13%
CPIG
60
Chicago Partners Investment Group
Illinois
$586K +$125K +3,748 +27%
CCM
61
Carlson Capital Management
Minnesota
$585K +$25.5K +765 +5%
CI
62
Cordant Inc
Oregon
$580K +$15.3K +460 +3%
KAS
63
Kestra Advisory Services
Texas
$577K +$279K +8,364 +91%
ASI
64
Advisory Services & Investments
Oregon
$536K -$11.9K -356 -2%
GWM
65
Grand Wealth Management
Michigan
$521K -$26.8K -805 -5%
WWP
66
Walden Wealth Partners
Ohio
$496K
LFA
67
Level Financial Advisors
New York
$488K +$122K +3,676 +33%
PAG
68
Private Advisor Group
New Jersey
$464K +$68.2K +2,046 +17%
WA
69
Waverly Advisors
Alabama
$459K
NRWA
70
North Ridge Wealth Advisors
Oregon
$440K -$19.6K -589 -4%
PCM
71
Passive Capital Management
Maryland
$432K
Betterment LLC
72
Betterment LLC
New York
$409K +$413K +12,411 New
TWA
73
TCI Wealth Advisors
Arizona
$407K +$40.7K +1,222 +11%
IAG
74
Investment Advisory Group
Massachusetts
$404K
HighTower Advisors
75
HighTower Advisors
Illinois
$389K +$15.5K +464 +4%