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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Clearstead Advisors
Ohio
$787K +$695K +15,685 +545%
NRWA
102
North Ridge Wealth Advisors
Oregon
$760K +$10.6K +240 +1%
SRWM
103
Shira Ridge Wealth Management
California
$753K -$64.9K -1,464 -8%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$753K +$786K +17,752 New
MWM
105
Modera Wealth Management
New Jersey
$734K -$135K -3,044 -15%
MWM
106
Meritas Wealth Management
California
$732K +$305K +6,880 +66%
PHWA
107
Petersen Hastings Wealth Advisors
Washington
$729K -$25.3K -571 -3%
VBA
108
von Borstel & Associates
Oregon
$726K +$178K +4,028 +31%
SCA
109
Sensenig Capital Advisors
Pennsylvania
$717K -$50.3K -1,135 -6%
PFS
110
Professional Financial Solutions
Virginia
$717K +$1.86K +42 +0.2%
HW
111
Hancock Whitney
Mississippi
$706K
TFM
112
Trademark Financial Management
Minnesota
$704K -$59K -1,332 -7%
SDWIA
113
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$693K -$93.6K -2,114 -11%
CCC
114
Compass Capital Corp
Massachusetts
$676K +$4.21K +95 +0.6%
SIC
115
Samalin Investment Counsel
New York
$673K +$51.3K +1,159 +8%
MMA
116
Miracle Mile Advisors
California
$670K -$196K -4,427 -22%
SIP
117
Sellwood Investment Partners
Oregon
$668K
W
118
WPWealth
Texas
$656K +$2.7K +61 +0.4%
UWM
119
United Wealth Management
Virginia
$628K -$4.16K -94 -0.6%
WAN
120
Wealth Advisors Northwest
Oregon
$605K +$80.1K +1,808 +15%
FWMP
121
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$589K +$1.2K +27 +0.2%
XPN
122
XY Planning Network
Montana
$579K +$975 +22 +0.2%
MFC
123
Morris Financial Concepts
South Carolina
$575K +$374K +8,440 +164%
JAA
124
Joel Adams & Associates
North Carolina
$553K +$214K +4,838 +59%
WA
125
Waverly Advisors
Alabama
$552K +$17.3K +390 +3%