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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFC
151
Morris Financial Concepts
South Carolina
$193K +$10.9K +313 +6%
CPA
152
Cardiff Park Advisors
California
$154K +$382 +11 +0.2%
GWS
153
Glassman Wealth Services
Virginia
$140K +$28.4K +818 +26%
TWD
154
True Wealth Design
Ohio
$134K +$12.9K +371 +11%
MFA
155
McClarren Financial Advisors
Pennsylvania
$131K +$131K +3,764 New
MWA
156
Medallion Wealth Advisors
Connecticut
$118K -$2.22K -64 -2%
CMP
157
Coston McIsaac & Partners
Maine
$115K +$50.9K +1,467 +80%
LI
158
LRI Investments
Florida
$107K
JP Morgan Chase
159
JP Morgan Chase
New York
$105K -$2.39K -69 -2%
CA
160
Clearstead Advisors
Ohio
$100K
RLIM
161
Red Lighthouse Investment Management
New York
$96.9K -$13.7K -394 -12%
CW
162
Curio Wealth
Maryland
$89.7K -$94.6K -2,728 -100%
TIM
163
Tortoise Investment Management
New York
$84.4K
Bank of America
164
Bank of America
North Carolina
$65K +$64.6K +1,862 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$49.4K -$7.11K -205 -13%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$47.9K +$47.7K +1,374 New
PWM
167
Parkworth Wealth Management
California
$45.5K +$382 +11 +0.9%
CMBA
168
C.M. Bidwell & Associates
Hawaii
$45.4K
SRCM
169
Signature Resources Capital Management
California
$36.6K
CTWM
170
Cherry Tree Wealth Management
Minnesota
$24.9K
FVIM
171
Fort Vancouver Investment Management
Washington
$24.5K +$24.3K +701 New
KFGG
172
Keystone Financial Group (Georgia)
Georgia
$21.9K +$69 +2 +0.3%
GJIA
173
Glass Jacobson Investment Advisors
Maryland
$20.5K
IA
174
IFP Advisors
Florida
$18.2K -$1.18K -34 -6%
ACA
175
Aptus Capital Advisors
Alabama
$6.73K