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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
151
Vestia Personal Wealth Advisors
Indiana
$450K -$27.1K -602 -6%
PWM
152
Penobscot Wealth Management
Maine
$449K +$84.9K +1,889 +23%
SIMC
153
Squire Investment Management Company
Utah
$448K +$447K +9,937 New
EFP
154
Envision Financial Planning
Tennessee
$443K +$494 +11 +0.1%
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$442K +$67.6K +1,504 +18%
Mariner
156
Mariner
Kansas
$436K +$5.26K +117 +1%
DF
157
Define Financial
California
$417K +$4.58K +102 +1%
OFI
158
Outbound Financial Inc
Colorado
$415K +$3.55K +79 +0.9%
AFG
159
Altiora Financial Group
Ohio
$410K
PWA
160
Physician Wealth Advisors
Utah
$410K
ACC
161
Acorn Creek Capital
Colorado
$392K +$36.2K +805 +10%
MFA
162
McClarren Financial Advisors
Pennsylvania
$392K +$391K +8,695 New
EWP
163
E-Wealth Partners
Minnesota
$392K +$132K +2,930 +51%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$380K -$419K -9,326 -53%
TWM
165
Tanager Wealth Management
United Kingdom
$357K +$405 +9 +0.1%
WA
166
Winter & Associates
Minnesota
$354K +$353K +7,860 New
RWM
167
Ruedi Wealth Management
Illinois
$345K +$7.73K +172 +2%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$344K -$61.1K -1,359 -15%
CPA
169
Cardiff Park Advisors
California
$341K +$15.7K +349 +5%
RWM
170
Rockwood Wealth Management
Pennsylvania
$340K +$59.5K +1,324 +21%
BGWM
171
Bridge Generations Wealth Management
Florida
$337K
EC
172
Eaton-Cambridge
Arizona
$333K
AF
173
Allworth Financial
California
$324K +$2.2K +49 +0.7%
AWM
174
Accurate Wealth Management
Florida
$312K +$2.97K +66 +1%
Morgan Stanley
175
Morgan Stanley
New York
$311K +$8.99K +200 +3%