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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
Morling Financial Advisors
California
$227K +$209K +7,075 New
ACC
77
Acorn Creek Capital
Colorado
$201K +$185K +6,282 New
RTL
78
Red Tortoise LLC
Georgia
$194K +$885 +30 +0.5%
FCG
79
Financial Connections Group
California
$173K +$12.6K +426 +9%
CPA
80
Cardiff Park Advisors
California
$128K +$560 +19 +0.5%
MFA
81
McClarren Financial Advisors
Pennsylvania
$115K -$26.3K -892 -20%
GWS
82
Glassman Wealth Services
Virginia
$107K +$7.82K +265 +9%
AF
83
Allworth Financial
California
$96.1K
RLIM
84
Red Lighthouse Investment Management
New York
$92.2K
TWD
85
True Wealth Design
Ohio
$87.4K +$80.4K +2,727 New
EWA
86
Elevate Wealth Advisory
Georgia
$76.8K +$70.8K +2,399 New
JWA
87
JFS Wealth Advisors
Pennsylvania
$65.5K
CCMI
88
Creative Capital Management Investments
California
$56.2K +$8.46K +287 +20%
AFS
89
Annapolis Financial Services
Maryland
$46K +$5.78K +196 +16%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$22.8K
SRCM
91
Signature Resources Capital Management
California
$22K +$20.3K +687 New
CCA
92
Criterion Capital Advisors
Tennessee
$20K +$18.4K +623 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K +$6.34K +215 +59%
LFA
94
Level Financial Advisors
New York
$16.4K +$8.67K +294 +134%
FFA
95
Farther Finance Advisors
California
$14K
EWP
96
Elevation Wealth Partners
California
$13K
MFG
97
Mendota Financial Group
Wisconsin
$12.6K +$11.6K +394 New
JP Morgan Chase
98
JP Morgan Chase
New York
$11.6K -$59K -1,999 -85%
TIM
99
Tortoise Investment Management
New York
$10.9K
BCM
100
Blume Capital Management
California
$4.8K