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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPF
151
Old Peak Finance
North Carolina
$413K +$9.61K +217 +2%
MGWA
152
Monument Group Wealth Advisors
Massachusetts
$407K +$132K +2,971 +45%
Mariner
153
Mariner
Kansas
$405K
DF
154
Define Financial
California
$388K -$2.44K -55 -0.6%
OFI
155
Outbound Financial Inc
Colorado
$387K -$18.6K -421 -4%
AFG
156
Altiora Financial Group
Ohio
$386K
PWA
157
Physician Wealth Advisors
Utah
$385K -$6.73K -152 -2%
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$381K +$342K +7,713 +601%
AIM
159
Archer Investment Management
Texas
$380K -$2.34M -52,845 -85%
CAM
160
Clarity Asset Management
Iowa
$378K +$356K +8,039 +923%
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$352K +$368K +8,304 New
PWM
162
Penobscot Wealth Management
Maine
$342K +$14.2K +321 +4%
TWM
163
Tanager Wealth Management
United Kingdom
$335K -$82.8K -1,870 -19%
ACC
164
Acorn Creek Capital
Colorado
$335K +$59.3K +1,338 +20%
RWM
165
Ruedi Wealth Management
Illinois
$317K -$5.45K -123 -2%
BGWM
166
Bridge Generations Wealth Management
Florida
$317K -$57K -1,287 -15%
EC
167
Eaton-Cambridge
Arizona
$313K +$327K +7,384 New
CPA
168
Cardiff Park Advisors
California
$306K +$5.58K +126 +2%
AWM
169
Accurate Wealth Management
Florida
$304K +$39.6K +894 +15%
AF
170
Allworth Financial
California
$303K +$443 +10 +0.1%
PB
171
Prime Buchholz
New Hampshire
$289K
EWA
172
Exencial Wealth Advisors
Oklahoma
$289K +$301K +6,806 New
TWP
173
TFO Wealth Partners
Ohio
$288K +$301K +6,791 New
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$286K +$38.4K +867 +15%
TWD
175
True Wealth Design
Ohio
$284K -$14.6K -330 -5%