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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
176
RHS Financial
California
$252K +$833 +20 +0.3%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$252K +$245K +5,874 New
EWP
178
E-Wealth Partners
Minnesota
$247K +$240K +5,763 New
IWS
179
Integrity Wealth Solutions
Colorado
$242K -$4.46K -107 -2%
EWA
180
EP Wealth Advisors
California
$239K +$232K +5,576 New
VPWA
181
Vestia Personal Wealth Advisors
Indiana
$236K +$222K +5,341 New
MFC
182
Morris Financial Concepts
South Carolina
$220K
TCM
183
Towneley Capital Management
California
$213K +$207K +4,974 New
MWM
184
Mission Wealth Management
California
$212K +$206K +4,958 New
SRCM
185
Signature Resources Capital Management
California
$204K +$1.71K +41 +0.9%
RWM
186
Rockwood Wealth Management
Pennsylvania
$201K +$196K +4,700 New
WTA
187
Washington Trust Advisors
Massachusetts
$179K +$916 +22 +0.5%
RLIM
188
Red Lighthouse Investment Management
New York
$148K +$7.12K +171 +5%
MWA
189
Medallion Wealth Advisors
Connecticut
$145K +$1.79K +43 +1%
CMP
190
Coston McIsaac & Partners
Maine
$145K +$333 +8 +0.2%
GJIA
191
Glass Jacobson Investment Advisors
Maryland
$140K +$6.08K +146 +5%
LI
192
LRI Investments
Florida
$132K
CA
193
Clearstead Advisors
Ohio
$123K
CW
194
Curio Wealth
Maryland
$123K +$2.04K +49 +2%
LFG
195
Larson Financial Group
Missouri
$109K +$106K +2,542 New
JP Morgan Chase
196
JP Morgan Chase
New York
$90.7K +$458 +11 +0.5%
YAL
197
Your Advocates Ltd
Texas
$62.6K +$60.8K +1,460 New
SAM
198
Smartleaf Asset Management
Massachusetts
$60K
CMBA
199
C.M. Bidwell & Associates
Hawaii
$55.7K
Royal Bank of Canada
200
Royal Bank of Canada
Ontario, Canada
$55K +$28.8K +691 +117%