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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMS
126
Wealth Management Strategies
Pennsylvania
$236K +$245K +7,190 New
BEW
127
Burton Enright Welch
California
$236K +$245K +7,186 New
EFP
128
Envision Financial Planning
Tennessee
$233K +$8.1K +238 +3%
MWA
129
Mills Wealth Advisors
Texas
$220K +$102 +3 +0%
FWP
130
Family Wealth Partners
North Carolina
$217K +$2.83K +83 +1%
ACC
131
Acorn Creek Capital
Colorado
$212K +$715 +21 +0.3%
CG
132
Caprock Group
Idaho
$211K
PHWM
133
Pine Harbor Wealth Management
Maryland
$211K -$5.65K -166 -3%
RTL
134
Red Tortoise LLC
Georgia
$204K +$953 +28 +0.5%
MFC
135
Morris Financial Concepts
South Carolina
$171K +$164K +4,828 +1,254%
CPA
136
Cardiff Park Advisors
California
$145K +$919 +27 +0.6%
Osaic Holdings
137
Osaic Holdings
Arizona
$139K -$143K -4,191 -50%
TWD
138
True Wealth Design
Ohio
$114K +$17.1K +503 +17%
MWA
139
Medallion Wealth Advisors
Connecticut
$113K +$117K +3,438 New
RLIM
140
Red Lighthouse Investment Management
New York
$108K
GWS
141
Glassman Wealth Services
Virginia
$105K +$7.39K +217 +7%
JP Morgan Chase
142
JP Morgan Chase
New York
$101K +$33.6K +988 +47%
LI
143
LRI Investments
Florida
$101K +$52.8K +1,550 +102%
CA
144
Clearstead Advisors
Ohio
$94.5K
CW
145
Curio Wealth
Maryland
$89.7K +$93K +2,732 New
TIM
146
Tortoise Investment Management
New York
$79.5K
CMP
147
Coston McIsaac & Partners
Maine
$60K +$62.6K +1,838 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$53.2K -$4.59K -135 -8%
CCA
149
Criterion Capital Advisors
Tennessee
$48.6K
CMBA
150
C.M. Bidwell & Associates
Hawaii
$42.7K