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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
76
Schubert & Co
Texas
$981K +$925K +24,904 New
LAMC
77
Longview Asset Management (California)
California
$974K +$152K +4,084 +20%
WMS
78
Wealth Management Strategies
Pennsylvania
$920K +$222K +5,985 +34%
KAS
79
Kestra Advisory Services
Texas
$864K -$179K -4,831 -18%
SDWIA
80
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$830K – – –
MWM
81
Modera Wealth Management
New Jersey
$828K +$1.49K +40 +0.2%
CI
82
Cordant Inc
Oregon
$821K -$6.02K -162 -0.8%
CPIG
83
Chicago Partners Investment Group
Illinois
$807K +$74 +2 +0%
BWA
84
Babb Wealth Advisors
Arizona
$796K -$13.3K -358 -2%
FCG
85
Financial Connections Group
California
$775K +$281K +7,574 +63%
SRWM
86
Shira Ridge Wealth Management
California
$748K – – –
FFG
87
Fiduciary Financial Group
California
$687K +$87.4K +2,353 +16%
AF
88
Advisornet Financial
Minnesota
$654K +$134K +3,607 +28%
HW
89
Hancock Whitney
Mississippi
$622K – – –
W
90
WPWealth
Texas
$589K -$31K -834 -5%
UWM
91
United Wealth Management
Virginia
$587K -$4.9K -132 -0.9%
GWM
92
Grand Wealth Management
Michigan
$586K -$6.91K -186 -1%
SIP
93
Sellwood Investment Partners
Oregon
$569K +$536K +14,431 New
CCC
94
Compass Capital Corp
Massachusetts
$564K -$24.7K -665 -4%
TWM
95
Tanager Wealth Management
United Kingdom
$564K +$35.4K +954 +7%
EWA
96
EP Wealth Advisors
California
$559K -$354K -9,521 -40%
NRWA
97
North Ridge Wealth Advisors
Oregon
$552K -$103K -2,785 -17%
FWMP
98
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$543K +$2.71K +73 +0.5%
FEG
99
Fund Evaluation Group
Ohio
$533K +$503K +13,534 New
WAN
100
Wealth Advisors Northwest
Oregon
$531K +$18.1K +488 +4%
2 3
4
5 6