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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$353K -$35.7K -1,048 -9%
FCG
102
Financial Connections Group
California
$351K +$7.35K +216 +2%
FFP
103
Freedom Financial Partners
Minnesota
$343K +$356K +10,448 New
PWA
104
Physician Wealth Advisors
Utah
$337K
Citadel Advisors
105
Citadel Advisors
Florida
$333K +$345K +10,140 New
BPA
106
Beacon Pointe Advisors
California
$330K
FFM
107
Flagstone Financial Management
Nebraska
$327K +$339K +9,949 New
MWM
108
Meritas Wealth Management
California
$326K +$32.9K +966 +11%
Mariner
109
Mariner
Kansas
$314K
EFP
110
EnRich Financial Partners
Wisconsin
$313K +$3.98K +117 +1%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$306K +$51.1K +1,500 +19%
DWM
112
Diversify Wealth Management
Utah
$304K
AFG
113
Altiora Financial Group
Ohio
$299K
MFA
114
Morling Financial Advisors
California
$274K +$41.6K +1,221 +17%
FFG
115
First Financial Group
North Carolina
$274K +$283K +8,327 New
FRA
116
Frank Rimerman Advisors
California
$273K
OCM
117
Orion Capital Management
California
$263K +$11.8K +346 +5%
BCA
118
Bay Colony Advisors
Massachusetts
$263K -$1.7K -50 -0.6%
RF
119
RHS Financial
California
$249K +$24.5K +720 +10%
VWM
120
Vermillion Wealth Management
Minnesota
$249K +$258K +7,586 New
WC
121
Wolfstich Capital
Massachusetts
$249K +$258K +7,577 New
MGWA
122
Monument Group Wealth Advisors
Massachusetts
$244K +$44K +1,293 +21%
JAA
123
Joel Adams & Associates
North Carolina
$241K +$250K +7,331 New
AF
124
Allworth Financial
California
$238K -$2.59K -76 -1%
RWM
125
Ruedi Wealth Management
Illinois
$236K +$306 +9 +0.1%