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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Bellevue Asset Management
Washington
$114K +$111K +3,277 New
LI
127
LRI Investments
Florida
$106K – – –
EWP
128
Elevation Wealth Partners
California
$102K +$16.6K +489 +20%
Allworth Financial
129
Allworth Financial
California
$102K +$97.5K +2,877 New
GJIA
130
Glass Jacobson Investment Advisors
Maryland
$96.1K +$237 +7 +0.3%
Osaic Holdings
131
Osaic Holdings
Arizona
$88.2K -$57.4K -1,693 -40%
GWM
132
Grand Wealth Management
Michigan
$76.9K -$475K -14,011 -86%
CMBA
133
C.M. Bidwell & Associates
Hawaii
$52.3K – – –
CPA
134
Cardiff Park Advisors
California
$44.2K +$102 +3 +0.2%
SRCM
135
Signature Resources Capital Management
California
$38.4K +$22.2K +655 +147%
ACM
136
Anfield Capital Management
California
$12.2K +$11.9K +350 New
Aptus Capital Advisors
137
Aptus Capital Advisors
Alabama
$11.4K – – –
Avior Wealth Management
138
Avior Wealth Management
Nebraska
$10.5K +$34 +1 +0.3%
EWA
139
Elevate Wealth Advisory
Georgia
$10.2K +$9.93K +293 New
SFC
140
SYM Financial Corp
Indiana
$4.18K – – –
QC
141
Quent Capital
New York
$70 – – –
NL
142
NWAM LLC
Washington
– -$6.31M -183,430 Closed
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
– -$302K -8,786 Closed
UBS Group
144
UBS Group
Switzerland
– -$7.29K -212 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
– -$34 -1 Closed