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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
101
Rehmann Capital Advisory Group
Michigan
$279K +$17.1K +500 +7%
VBA
102
von Borstel & Associates
Oregon
$275K +$264K +7,721 New
OCM
103
Orion Capital Management
California
$274K +$1.78K +52 +0.7%
RWM
104
Ruedi Wealth Management
Illinois
$257K +$246K +7,184 New
AF
105
Allworth Financial
California
$254K +$410 +12 +0.2%
MFA
106
Morling Financial Advisors
California
$254K -$34K -993 -12%
RF
107
RHS Financial
California
$246K +$20.8K +609 +10%
EFP
108
Envision Financial Planning
Tennessee
$244K +$234K +6,841 New
MWA
109
Mills Wealth Advisors
Texas
$239K +$2.98K +87 +1%
PHWM
110
Pine Harbor Wealth Management
Maryland
$235K +$225K +6,586 New
FWP
111
Family Wealth Partners
North Carolina
$233K +$2.74K +80 +1%
CG
112
Caprock Group
Idaho
$230K +$220K +6,435 New
ACC
113
Acorn Creek Capital
Colorado
$230K -$6.29K -184 -3%
RTL
114
Red Tortoise LLC
Georgia
$221K +$650 +19 +0.3%
MGWA
115
Monument Group Wealth Advisors
Massachusetts
$219K
GLLW
116
Graves Light Lenhart Wealth
Virginia
$214K +$205K +5,996 New
FG
117
Foster Group
Iowa
$200K +$192K +5,610 New
CPA
118
Cardiff Park Advisors
California
$157K +$445 +13 +0.3%
MFA
119
McClarren Financial Advisors
Pennsylvania
$133K +$125K +3,667 +5,642%
RLIM
120
Red Lighthouse Investment Management
New York
$117K +$7.94K +232 +8%
GWS
121
Glassman Wealth Services
Virginia
$107K +$3.11K +91 +3%
TWD
122
True Wealth Design
Ohio
$106K
CA
123
Clearstead Advisors
Ohio
$103K
TIM
124
Tortoise Investment Management
New York
$86.5K +$39.3K +1,150 +91%
JP Morgan Chase
125
JP Morgan Chase
New York
$74.9K +$1.4K +41 +2%