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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KP
76
Keel Point
Alabama
$375K +$373K +11,203 New
LAM
77
LifePro Asset Management
California
$373K +$11.2K +336 +3%
PWA
78
Physician Wealth Advisors
Utah
$365K -$16K -480 -4%
FCG
79
Financial Connections Group
California
$341K +$67 +2 +0%
BPA
80
Beacon Pointe Advisors
California
$331K
DWM
81
Diversify Wealth Management
Utah
$326K +$340K +10,199 New
FFG
82
Fiduciary Financial Group
California
$310K +$300K +9,011 New
AF
83
Advisornet Financial
Minnesota
$301K -$4.86K -146 -2%
PFA
84
Pure Financial Advisors
California
$300K +$303K +9,103 New
AFG
85
Altiora Financial Group
Ohio
$300K +$303K +9,100 New
TWM
86
Tanager Wealth Management
United Kingdom
$299K +$12.2K +367 +4%
EFP
87
EnRich Financial Partners
Wisconsin
$294K -$7.7K -231 -3%
Mariner
88
Mariner
Kansas
$285K
CCMI
89
Creative Capital Management Investments
California
$280K
FRA
90
Frank Rimerman Advisors
California
$274K
BCA
91
Bay Colony Advisors
Massachusetts
$270K
MFA
92
Morling Financial Advisors
California
$267K +$8.39K +252 +3%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$260K +$276K +8,281 New
OCM
94
Orion Capital Management
California
$250K -$72.6K -2,180 -22%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$241K
AF
96
Allworth Financial
California
$239K +$137K +4,109 +137%
MWA
97
Mills Wealth Advisors
Texas
$218K +$500 +15 +0.2%
ACC
98
Acorn Creek Capital
Colorado
$218K +$3.4K +102 +2%
FWP
99
Family Wealth Partners
North Carolina
$213K +$215K +6,453 New
RF
100
RHS Financial
California
$206K -$29.6K -888 -12%