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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FW
76
FirstPurpose Wealth
Utah
$339K +$333K +10,295 New
BPA
77
Beacon Pointe Advisors
California
$339K +$325K +10,059 New
CPCM
78
Cardinal Point Capital Management
Ontario, Canada
$333K +$320K +9,890 New
OCM
79
Orion Capital Management
California
$329K +$14.1K +435 +5%
AF
80
Advisornet Financial
Minnesota
$312K -$312K -9,655 -51%
KAS
81
Kestra Advisory Services
Texas
$308K -$89.6K -2,773 -23%
EFP
82
EnRich Financial Partners
Wisconsin
$308K +$8.96K +277 +3%
TWM
83
Tanager Wealth Management
United Kingdom
$293K +$8.21K +254 +3%
Mariner
84
Mariner
Kansas
$291K +$280K +8,654 New
CCMI
85
Creative Capital Management Investments
California
$287K +$218K +6,758 +385%
FRA
86
Frank Rimerman Advisors
California
$280K
BCA
87
Bay Colony Advisors
Massachusetts
$276K +$265K +8,186 New
HIC
88
Hartline Investment Corp
Illinois
$276K +$265K +8,186 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$266K +$255K +7,898 New
MFA
90
Morling Financial Advisors
California
$264K +$25.1K +776 +11%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$246K +$236K +7,308 New
RF
92
RHS Financial
California
$241K +$231K +7,153 New
MWA
93
Mills Wealth Advisors
Texas
$222K +$213K +6,596 New
ACC
94
Acorn Creek Capital
Colorado
$219K +$7.27K +225 +4%
RTL
95
Red Tortoise LLC
Georgia
$205K +$226 +7 +0.1%
GLLW
96
Graves Light Lenhart Wealth
Virginia
$202K +$194K +5,996 New
CPA
97
Cardiff Park Advisors
California
$145K +$10.2K +315 +8%
GWS
98
Glassman Wealth Services
Virginia
$134K +$20.7K +641 +19%
AF
99
Allworth Financial
California
$101K
TWD
100
True Wealth Design
Ohio
$98.1K +$6.04K +187 +7%