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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
151
Family Wealth Partners
North Carolina
$291K +$15.8K +395 +6%
OCM
152
Orion Capital Management
California
$282K +$481 +12 +0.2%
PB
153
Prime Buchholz
New Hampshire
$279K
CGL
154
Clarius Group LLC
Washington
$279K +$8.38K +209 +3%
MWA
155
Mills Wealth Advisors
Texas
$273K
ACC
156
Acorn Creek Capital
Colorado
$272K +$40 +1 +0%
BCA
157
Bay Colony Advisors
Massachusetts
$272K -$42.1K -1,050 -14%
MGWA
158
Monument Group Wealth Advisors
Massachusetts
$272K
PHWM
159
Pine Harbor Wealth Management
Maryland
$261K
RTL
160
Red Tortoise LLC
Georgia
$254K +$120 +3 +0%
Brown Advisory
161
Brown Advisory
Maryland
$254K +$24.4K +608 +11%
GLLW
162
Graves Light Lenhart Wealth
Virginia
$246K
RF
163
RHS Financial
California
$240K
AWM
164
Accurate Wealth Management
Florida
$239K +$120 +3 +0.1%
XPN
165
XY Planning Network
Montana
$238K
IWS
166
Integrity Wealth Solutions
Colorado
$236K +$240 +6 +0.1%
PPWM
167
PFG Private Wealth Management
Florida
$236K +$231K +5,752 New
Stifel Financial
168
Stifel Financial
Missouri
$234K +$229K +5,722 New
DADC
169
D.A. Davidson & Co
Montana
$219K +$215K +5,358 New
VT
170
Vise Technologies
New York
$214K +$209K +5,217 New
MFC
171
Morris Financial Concepts
South Carolina
$210K -$15.8K -393 -7%
HIGP
172
Hill Investment Group Partners
Missouri
$200K +$196K +4,893 New
SRCM
173
Signature Resources Capital Management
California
$193K +$142K +3,550 +302%
CPA
174
Cardiff Park Advisors
California
$184K +$641 +16 +0.4%
WTA
175
Washington Trust Advisors
Massachusetts
$170K +$167K +4,159 New