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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$371K +$39.6K +1,065 +13%
RCAG
127
Rehmann Capital Advisory Group
Michigan
$367K
PWA
128
Physician Wealth Advisors
Utah
$364K -$37.9K -1,021 -10%
GWS
129
Glassman Wealth Services
Virginia
$359K +$189K +5,088 +127%
AFG
130
Altiora Financial Group
Ohio
$359K
EFP
131
Envision Financial Planning
Tennessee
$342K +$58.3K +1,570 +22%
VWM
132
Vermillion Wealth Management
Minnesota
$330K +$28.6K +770 +10%
FRA
133
Frank Rimerman Advisors
California
$328K
TWD
134
True Wealth Design
Ohio
$323K +$161K +4,336 +113%
BOC
135
Blue Oak Capital
California
$311K +$293K +7,885 New
BCA
136
Bay Colony Advisors
Massachusetts
$303K
PWM
137
Penobscot Wealth Management
Maine
$297K +$40.9K +1,102 +17%
APC
138
Asset Planning Corporation
Tennessee
$292K -$1.05M -28,354 -79%
RWM
139
Ruedi Wealth Management
Illinois
$289K +$3.42K +92 +1%
JAA
140
Joel Adams & Associates
North Carolina
$288K -$4.5K -121 -2%
BEW
141
Burton Enright Welch
California
$288K +$1.86K +50 +0.7%
AF
142
Allworth Financial
California
$280K +$1.56K +42 +0.6%
OCM
143
Orion Capital Management
California
$271K -$12.8K -344 -5%
PB
144
Prime Buchholz
New Hampshire
$269K +$253K +6,814 New
FWP
145
Family Wealth Partners
North Carolina
$264K -$10.6K -284 -4%
MWA
146
Mills Wealth Advisors
Texas
$263K -$1K -27 -0.4%
ACC
147
Acorn Creek Capital
Colorado
$262K +$2.42K +65 +1%
MGWA
148
Monument Group Wealth Advisors
Massachusetts
$261K
BPA
149
Beacon Pointe Advisors
California
$260K -$141K -3,803 -37%
CGL
150
Clarius Group LLC
Washington
$260K +$10.8K +290 +5%