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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
101
Red Lighthouse Investment Management
New York
$96.9K
CA
102
Clearstead Advisors
Ohio
$96.9K +$93K +2,878 New
JP Morgan Chase
103
JP Morgan Chase
New York
$74.1K +$59.5K +1,840 +508%
JWA
104
JFS Wealth Advisors
Pennsylvania
$68.8K
LI
105
LRI Investments
Florida
$51.4K +$49.4K +1,527 New
CCA
106
Criterion Capital Advisors
Tennessee
$47.7K +$25.7K +794 +127%
CMBA
107
C.M. Bidwell & Associates
Hawaii
$43.8K +$42K +1,300 New
TIM
108
Tortoise Investment Management
New York
$42.8K +$30.1K +930 +274%
CTWM
109
Cherry Tree Wealth Management
Minnesota
$24K
SRCM
110
Signature Resources Capital Management
California
$22K
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$16.6K +$12.7K +392 +392%
EWP
112
Elevation Wealth Partners
California
$15.3K +$65 +2 +0.4%
FFA
113
Farther Finance Advisors
California
$14.6K
MFG
114
Mendota Financial Group
Wisconsin
$13.3K
ACA
115
Aptus Capital Advisors
Alabama
$9.53K +$9.15K +283 New
BCM
116
Blume Capital Management
California
$5.05K
ME
117
McIlrath & Eck
Washington
$4.34K
AWM
118
Avior Wealth Management
Nebraska
$3K
UBS Group
119
UBS Group
Switzerland
$943 +$905 +28 New
AWM
120
AE Wealth Management
Kansas
-$13M -409,893 Closed
FTUS
121
Flow Traders U.S.
New York
-$2.18M -67,972 Closed
BAM
122
Belpointe Asset Management
Nevada
-$775K -24,184 Closed
MFA
123
McClarren Financial Advisors
Pennsylvania
-$115K -3,601 Closed
EWA
124
Elevate Wealth Advisory
Georgia
-$76.8K -2,399 Closed
AFS
125
Annapolis Financial Services
Maryland
-$46K -1,437 Closed