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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
176
C.M. Bidwell & Associates
Hawaii
$51.2K
JWA
177
JFS Wealth Advisors
Pennsylvania
$46.5K -$8.69K -234 -17%
SRCM
178
Signature Resources Capital Management
California
$46.3K +$4.64K +125 +12%
CTWM
179
Cherry Tree Wealth Management
Minnesota
$28.1K
FVIM
180
Fort Vancouver Investment Management
Washington
$27.6K
GJIA
181
Glass Jacobson Investment Advisors
Maryland
$24.9K +$297 +8 +1%
KFGG
182
Keystone Financial Group (Georgia)
Georgia
$23.2K +$260 +7 +1%
IA
183
IFP Advisors
Florida
$20.6K +$37 +1 +0.2%
UBS Group
184
UBS Group
Switzerland
$12K +$8.51K +229 +301%
Royal Bank of Canada
185
Royal Bank of Canada
Ontario, Canada
$12K +$5.2K +140 +84%
Morgan Stanley
186
Morgan Stanley
New York
$11.7K +$10.9K +294 +29,400%
ACA
187
Aptus Capital Advisors
Alabama
$7.61K
BCM
188
Blume Capital Management
California
$5.91K
ME
189
McIlrath & Eck
Washington
$5.08K
SIS
190
Strategic Investment Solutions
Illinois
$3.98K +$37 +1 +1%
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$158 +$149 +4 New
Citadel Advisors
192
Citadel Advisors
Florida
-$6.6M -189,147 Closed
CW
193
Cook Wealth
North Carolina
-$1.18M -32,245 Closed
Goldman Sachs
194
Goldman Sachs
New York
-$1.12M -32,014 Closed
SW
195
Simplicity Wealth
New Jersey
-$718K -20,583 Closed
WC
196
Wolfstich Capital
Massachusetts
-$298K -7,577 Closed
MWA
197
Monograph Wealth Advisors
California
-$251K -7,205 Closed
FAFN
198
First Affirmative Financial Network
Colorado
-$216K -6,181 Closed
MFA
199
McClarren Financial Advisors
Pennsylvania
-$131K -3,764 Closed