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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$526K +$247K +6,641 +99%
SIC
102
Samalin Investment Counsel
New York
$522K -$14.6K -394 -3%
FFM
103
Flagstone Financial Management
Nebraska
$515K +$112K +3,019 +30%
VBA
104
von Borstel & Associates
Oregon
$511K -$57.9K -1,560 -11%
HighTower Advisors
105
HighTower Advisors
Illinois
$503K +$74.3K +2,000 +19%
WA
106
Waverly Advisors
Alabama
$498K
PAG
107
Private Advisor Group
New Jersey
$494K +$8.13K +219 +2%
MA
108
McGrath & Associates
North Carolina
$484K +$7.99K +215 +2%
IAG
109
Investment Advisory Group
Massachusetts
$484K
BA
110
Bridgewater Advisors
New York
$469K +$86.8K +2,336 +24%
EFP
111
EnRich Financial Partners
Wisconsin
$468K +$124K +3,329 +39%
FFP
112
Freedom Financial Partners
Minnesota
$464K +$76.3K +2,054 +21%
KP
113
Keel Point
Alabama
$456K
GWA
114
Geometric Wealth Advisors
District of Columbia
$442K -$84.9K -2,286 -17%
BGWM
115
Bridge Generations Wealth Management
Florida
$433K -$37 -1 -0%
EWP
116
Elevation Wealth Partners
California
$429K +$405K +10,892 New
FFG
117
First Financial Group
North Carolina
$427K +$21.9K +589 +6%
MFA
118
Morling Financial Advisors
California
$426K +$1.15K +31 +0.3%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$423K +$399K +10,728 New
RFP
120
Root Financial Partners
California
$422K +$3.34K +90 +0.8%
PCM
121
Passive Capital Management
Maryland
$421K -$89.2K -2,400 -18%
DWA
122
Delap Wealth Advisory
Oregon
$404K -$282K -7,604 -43%
MWM
123
Meritas Wealth Management
California
$391K
OFI
124
Outbound Financial Inc
Colorado
$386K +$364K +9,806 New
Mariner
125
Mariner
Kansas
$377K