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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
201
RHS Financial
California
$216K +$2.02K +45 +0.9%
AIM
202
Archer Investment Management
Texas
$213K -$191K -4,259 -47%
MJFG
203
Mars Jewett Financial Group
Washington
$208K +$207K +4,609 New
LMFP
204
Larry Mathis Financial Planning
Arizona
$200K +$200K +4,439 New
WTA
205
Washington Trust Advisors
Massachusetts
$191K +$2.25K +50 +1%
CMP
206
Coston McIsaac & Partners
Maine
$154K +$854 +19 +0.6%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$149K +$1.71K +38 +1%
MWA
208
Medallion Wealth Advisors
Connecticut
$141K -$11.3K -252 -7%
LI
209
LRI Investments
Florida
$139K
LFG
210
Larson Financial Group
Missouri
$133K +$18.7K +417 +16%
Kayne Anderson Rudnick Investment Management
211
Kayne Anderson Rudnick Investment Management
California
$127K +$127K +2,823 New
ACA
212
American Capital Advisory
Idaho
$102K
JP Morgan Chase
213
JP Morgan Chase
New York
$96K +$2.11K +47 +2%
DF
214
Dunhill Financial
United Kingdom
$87.1K +$44.5K +991 +106%
APFP
215
Action Point Financial Planning
Michigan
$81.4K -$165K -3,673 -67%
SIC
216
SJS Investment Consulting
Ohio
$68.6K
FVIM
217
Fort Vancouver Investment Management
Washington
$66K +$6.43K +143 +11%
SAM
218
Smartleaf Asset Management
Massachusetts
$62.6K
CMBA
219
C.M. Bidwell & Associates
Hawaii
$58.6K
TWM
220
Timmons Wealth Management
Massachusetts
$43.6K +$3.1K +69 +8%
JWA
221
JFS Wealth Advisors
Pennsylvania
$42.8K -$8.32K -185 -16%
JFA
222
JNBA Financial Advisors
Minnesota
$41.6K
YAL
223
Your Advocates Ltd
Texas
$37.2K
PS
224
Pinney & Scofield
Massachusetts
$33.8K +$360 +8 +1%
KFGG
225
Keystone Financial Group (Georgia)
Georgia
$31.8K +$360 +8 +1%