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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
151
Envision Financial Planning
Tennessee
$371K -$15.7K -378 -4%
FRA
152
Frank Rimerman Advisors
California
$356K
Brown Advisory
153
Brown Advisory
Maryland
$354K +$85.8K +2,060 +33%
JAA
154
Joel Adams & Associates
North Carolina
$351K +$12.7K +306 +4%
PWM
155
Penobscot Wealth Management
Maine
$332K +$5.58K +134 +2%
RWM
156
Ruedi Wealth Management
Illinois
$325K +$9.33K +224 +3%
FWP
157
Family Wealth Partners
North Carolina
$323K +$18K +432 +6%
CGL
158
Clarius Group LLC
Washington
$308K +$15.2K +365 +5%
AF
159
Allworth Financial
California
$306K +$874 +21 +0.3%
CPA
160
Cardiff Park Advisors
California
$304K +$108K +2,600 +58%
TWD
161
True Wealth Design
Ohio
$301K -$60K -1,442 -17%
OCM
162
Orion Capital Management
California
$298K +$2.87K +69 +1%
MWA
163
Mills Wealth Advisors
Texas
$295K +$8.95K +215 +3%
PB
164
Prime Buchholz
New Hampshire
$292K
DADC
165
D.A. Davidson & Co
Montana
$288K +$56.5K +1,357 +25%
MGWA
166
Monument Group Wealth Advisors
Massachusetts
$284K
ACC
167
Acorn Creek Capital
Colorado
$281K -$4.04K -97 -1%
Morgan Stanley
168
Morgan Stanley
New York
$274K +$254K +6,109 +2,078%
PHWM
169
Pine Harbor Wealth Management
Maryland
$273K
BCA
170
Bay Colony Advisors
Massachusetts
$272K -$12.5K -300 -5%
RTL
171
Red Tortoise LLC
Georgia
$266K
AWM
172
Accurate Wealth Management
Florida
$261K +$3.46K +83 +1%
GLLW
173
Graves Light Lenhart Wealth
Virginia
$257K
Stifel Financial
174
Stifel Financial
Missouri
$254K +$8.7K +209 +4%
HCA
175
Heck Capital Advisors
Wisconsin
$253K +$245K +5,896 New