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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAN
101
Wealth Advisors Northwest
Oregon
$453K +$57.7K +1,663 +15%
AF
102
Advisornet Financial
Minnesota
$453K +$66.9K +1,930 +17%
WA
103
Waverly Advisors
Alabama
$440K -$10.4K -300 -2%
PAG
104
Private Advisor Group
New Jersey
$430K +$5.27K +152 +1%
IAG
105
Investment Advisory Group
Massachusetts
$428K
FCG
106
Financial Connections Group
California
$422K +$49.5K +1,427 +13%
MA
107
McGrath & Associates
North Carolina
$421K +$419K +12,074 New
KP
108
Keel Point
Alabama
$403K +$12.4K +357 +3%
BGWM
109
Bridge Generations Wealth Management
Florida
$383K -$6.31K -182 -2%
RF
110
RHS Financial
California
$382K +$117K +3,363 +44%
MFA
111
Morling Financial Advisors
California
$376K +$85K +2,450 +29%
HighTower Advisors
112
HighTower Advisors
Illinois
$375K +$208 +6 +0.1%
RFP
113
Root Financial Partners
California
$371K +$368K +10,620 New
BPA
114
Beacon Pointe Advisors
California
$363K +$12.2K +351 +3%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$361K +$359K +10,336 New
PWA
116
Physician Wealth Advisors
Utah
$358K
FFG
117
First Financial Group
North Carolina
$357K +$66.1K +1,907 +23%
BA
118
Bridgewater Advisors
New York
$352K +$333K +9,593 New
FFM
119
Flagstone Financial Management
Nebraska
$351K +$3.64K +105 +1%
MWM
120
Meritas Wealth Management
California
$346K
FFP
121
Freedom Financial Partners
Minnesota
$339K -$25.3K -729 -7%
Mariner
122
Mariner
Kansas
$333K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$325K
AFG
124
Altiora Financial Group
Ohio
$317K
EFP
125
EnRich Financial Partners
Wisconsin
$298K -$34K -981 -10%