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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLIM
101
Red Lighthouse Investment Management
New York
$117K – – –
GWS
102
Glassman Wealth Services
Virginia
$97.2K +$81.7K +2,836 +995%
LFA
103
Level Financial Advisors
New York
$91.4K +$60.8K +2,112 +256%
EWA
104
Elevate Wealth Advisory
Georgia
$79.8K +$73.8K +2,563 New
EWP
105
Elevation Wealth Partners
California
$68.5K – – –
CCA
106
Criterion Capital Advisors
Tennessee
$61K +$56.4K +1,959 New
CPA
107
Cardiff Park Advisors
California
$29.9K +$115 +4 +0.4%
NSG
108
Nalls Sherbakoff Group
Tennessee
$28.8K – – –
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.8K +$6.34K +220 +53%
SRCM
110
Signature Resources Capital Management
California
$13.9K +$12.9K +447 New
AWM
111
Avior Wealth Management
Nebraska
$9.31K -$187K -6,485 -96%
JP Morgan Chase
112
JP Morgan Chase
New York
$7.75K -$152K -5,261 -95%
GJIA
113
Glass Jacobson Investment Advisors
Maryland
$7.29K – – –
SFC
114
SYM Financial Corp
Indiana
$3.74K – – –
UBS Group
115
UBS Group
Switzerland
$1.96K +$1.81K +63 New
QC
116
Quent Capital
New York
$31 – – –
WWM
117
Wolff Wiese Magana
California
– -$305K -10,990 Closed
FTUS
118
Flow Traders U.S.
New York
– -$253K -9,121 Closed
Wells Fargo
119
Wells Fargo
California
– -$96.9K -3,493 Closed
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
– -$8K -278 Closed
US Bancorp
121
US Bancorp
Minnesota
– -$7.27K -262 Closed
Bank of America
122
Bank of America
North Carolina
– -$777 -28 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– -$28 -1 Closed