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DFSI

Dimensional International Sustainability Core 1 ETF
DFSI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$12.1M +$12M +434,841 New
AWP
2
Abacus Wealth Partners
California
$8.86M +$8.77M +318,942 New
PCI
3
Planning Center Inc
Illinois
$3.75M +$3.71M +135,129 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.16M +$3.13M +113,845 New
HFS
5
Heritage Financial Services
Massachusetts
$2.4M +$2.37M +86,232 New
FTUS
6
Flow Traders U.S.
New York
$2.2M +$2.18M +79,184 New
Jane Street
7
Jane Street
New York
$2.15M +$2.12M +77,267 New
BCM
8
Brainard Capital Management
Texas
$2.11M +$2.08M +75,850 New
Corient Private Wealth
9
Corient Private Wealth
Florida
$1.72M +$1.7M +61,871 New
FF
10
Francis Financial
$968K +$957K +34,825 New
RIP
11
RAM Investment Partners
Washington
$900K +$890K +32,385 New
FOA
12
Five Oceans Advisors
California
$813K +$804K +29,243 New
WCWM
13
Willow Creek Wealth Management
California
$702K +$694K +25,256 New
PFO
14
Pathstone Family Office
New Jersey
$660K +$653K +23,743 New
AP
15
Adero Partners
California
$542K +$536K +19,498 New
GWM
16
Grand Wealth Management
Michigan
$419K +$414K +15,074 New
ADL
17
Asset Dedication LLC
California
$401K +$395K +14,370 New
SRWM
18
Shira Ridge Wealth Management
California
$395K +$390K +14,200 New
AC
19
AWM Capital
Arizona
$388K +$384K +13,967 New
PCM
20
Passive Capital Management
Maryland
$364K +$360K +13,100 New
IAG
21
Investment Advisory Group
Massachusetts
$341K +$337K +12,274 New
FFM
22
Forum Financial Management
Illinois
$242K +$239K +8,695 New
NA
23
NewEdge Advisors
Louisiana
$232K +$229K +8,342 New
NL
24
NWAM LLC
Washington
$230K +$227K +8,272 New
TWA
25
TCI Wealth Advisors
Arizona
$222K +$220K +8,000 New
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