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DFSI

Dimensional International Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
201
Medallion Wealth Advisors
Connecticut
$144K
GJIA
202
Glass Jacobson Investment Advisors
Maryland
$139K +$354 +8 +0.2%
LI
203
LRI Investments
Florida
$130K
CW
204
Curio Wealth
Maryland
$119K -$2.17K -49 -2%
LFG
205
Larson Financial Group
Missouri
$108K
ACA
206
American Capital Advisory
Idaho
$96.1K +$100K +2,267 New
JP Morgan Chase
207
JP Morgan Chase
New York
$85.6K -$1.33K -30 -1%
SIC
208
SJS Investment Consulting
Ohio
$64.4K +$67.3K +1,520 New
SAM
209
Smartleaf Asset Management
Massachusetts
$57.1K
FVIM
210
Fort Vancouver Investment Management
Washington
$56K +$14.9K +336 +34%
CMBA
211
C.M. Bidwell & Associates
Hawaii
$55.1K
JWA
212
JFS Wealth Advisors
Pennsylvania
$48K
BH
213
Burk Holdings
Oklahoma
$44.4K +$46.4K +1,048 New
DF
214
Dunhill Financial
United Kingdom
$39.5K +$4.96K +112 +14%
JFA
215
JNBA Financial Advisors
Minnesota
$39.1K
TWM
216
Timmons Wealth Management
Massachusetts
$38.1K
YAL
217
Your Advocates Ltd
Texas
$35K -$28.1K -635 -43%
PS
218
Pinney & Scofield
Massachusetts
$31.4K -$16.5K -372 -33%
CTWM
219
Cherry Tree Wealth Management
Minnesota
$30.2K
KFGG
220
Keystone Financial Group (Georgia)
Georgia
$29.5K +$89 +2 +0.3%
IA
221
IFP Advisors
Florida
$24.9K -$8.77K -198 -25%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$12.7K
Vanguard Advisers Inc
223
Vanguard Advisers Inc
Pennsylvania
$6.45K +$6.73K +152 New
BCM
224
Blume Capital Management
California
$6.36K
ME
225
McIlrath & Eck
Washington
$5.47K