Filing Research | DFA Dimensional Glbl Sustainability Fx Inc ETF Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	Abacus Wealth Partners, LLC	Shares	2.9MSH	$150.2M
2	Quantum Financial Advisors, LLC	Shares	540.6KSH	$28.2M
3	Composition Wealth, LLC	Shares	241.5KSH	$12.6M
4	Apella Capital, LLC	Shares	181.3KSH	$9.4M
5	Citrine Capital LLC	Shares	164.2KSH	$8.6M
6	Shira Ridge Wealth Management	Shares	126.9KSH	$6.6M
7	Allodium Investment Consultants, LLC	Shares	110.5KSH	$5.8M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	101.7KSH	$5.3M
9	Farther Finance Advisors, LLC	Shares	44.2KSH	$2.3M
10	AA Financial Advisors, LLC	Shares	42.3KSH	$2.2M
11	Sequoia Financial Advisors, LLC	Shares	36.3KSH	$1.9M
12	Creative Capital Management Investments LLC	Shares	34.2KSH	$1.8M
13	Vermillion Wealth Management, Inc.	Shares	29.9KSH	$1.6M
14	Tanager Wealth Management LLP	Shares	27.4KSH	$1.4M
15	Wealth Advisors Northwest LLC	Shares	21.2KSH	$1.1M
16	Flagstone Financial Management	Shares	17.3KSH	$901.1K
17	BetterWealth, LLC	Shares	17.0KSH	$888.1K
18	Skyline Advisors, Inc.	Shares	16.4KSH	$856.5K
19	Level Financial Advisors	Shares	15.4KSH	$801.6K
20	Clarity Asset Management, Inc.	Shares	14.9KSH	$778.3K
21	Verisail Partners, LLC	Shares	13.4KSH	$699.7K
22	Petersen Hastings Wealth Advisors Inc.	Shares	13.4KSH	$698.2K
23	DiNuzzo Private Wealth, Inc.	Shares	13.1KSH	$684.1K
24	Mason & Associates Inc	Shares	13.1KSH	$683.6K
25	Vestment Financial LLC	Shares	12.0KSH	$620.1K
26	Freedom Day Solutions, LLC	Shares	11.8KSH	$614.8K
27	FIDUCIARY FINANCIAL GROUP, LLC	Shares	9.2KSH	$479.5K
28	MISSION WEALTH MANAGEMENT, LP	Shares	8.4KSH	$437.7K
29	SAX WEALTH ADVISORS, LLC	Shares	7.8KSH	$405.2K
30	Shore Point Advisors, LLC	Shares	7.7KSH	$403.8K
31	Stewardship Advisors, LLC	Shares	7.7KSH	$402.0K
32	Wealthcare Advisory Partners LLC	Shares	7.1KSH	$371.6K
33	XY Planning Network, Inc.	Shares	7.1KSH	$367.5K
34	Signature Resources Capital Management, LLC	Shares	4.3KSH	$223.9K
35	Brookstone Capital Management	Shares	4.2KSH	$218.6K
36	Sprinkle Financial Consultants LLC	Shares	4.1KSH	$215.4K
37	JFS WEALTH ADVISORS, LLC	Shares	3.1KSH	$162.2K
38	LifeSteps Financial, Inc.	Shares	2.7KSH	$143.1K
39	ELEVATION WEALTH PARTNERS, LLC	Shares	887SH	$46.2K
40	IFP Advisors, Inc	Shares	637SH	$33.2K
41	JNBA Financial Advisors	Shares	474SH	$24.7K

Manager changes2026-06-30 vs 2026-03-31

41 / 41 loaded

#		Instrument
1	Abacus Wealth Partners, LLC added	Shares	+272.8K	+$15.2M	$150.2M
2	Shira Ridge Wealth Management new	Shares	+126.9K	+$6.6M	$6.6M
3	Apella Capital, LLC added	Shares	+22.3K	+$1.1M	$9.4M
4	Quantum Financial Advisors, LLC added	Shares	+14.2K	+$933.1K	$28.2M
5	Freedom Day Solutions, LLC new	Shares	+11.8K	+$614.8K	$614.8K
6	Sequoia Financial Advisors, LLC added	Shares	+10.1K	+$537.4K	$1.9M
7	Verisail Partners, LLC added	Shares	+8.6K	+$447.7K	$699.7K
8	Creative Capital Management Investments LLC added	Shares	+7.6K	+$406.4K	$1.8M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.0K	+$355.1K	$5.3M
10	Allodium Investment Consultants, LLC added	Shares	+5.8K	+$342.1K	$5.8M
11	Level Financial Advisors added	Shares	+5.3K	+$281.2K	$801.6K
12	Clarity Asset Management, Inc. added	Shares	+5.3K	+$280.6K	$778.3K
13	Wealth Advisors Northwest LLC added	Shares	+3.6K	+$195.0K	$1.1M
14	LifeSteps Financial, Inc. new	Shares	+2.7K	+$143.1K	$143.1K
15	DiNuzzo Private Wealth, Inc. added	Shares	+2.5K	+$134.2K	$684.1K
16	Tanager Wealth Management LLP added	Shares	+1.4K	+$84.3K	$1.4M
17	BetterWealth, LLC added	Shares	+1.4K	+$78.0K	$888.1K
18	Stewardship Advisors, LLC added	Shares	+659	+$36.9K	$402.0K
19	Vestment Financial LLC added	Shares	+797	+$35.4K	$620.1K
20	Vermillion Wealth Management, Inc. added	Shares	+308	+$26.9K	$1.6M
21	Petersen Hastings Wealth Advisors Inc. added	Shares	+382	+$24.7K	$698.2K
22	SAX WEALTH ADVISORS, LLC added	Shares	+465	+$23.6K	$405.2K
23	Wealthcare Advisory Partners LLC added	Shares	+366	+$21.6K	$371.6K
24	Flagstone Financial Management added	Shares	+162	+$14.7K	$901.1K
25	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+90	+$8.0K	$479.5K
26	MISSION WEALTH MANAGEMENT, LP added	Shares	+83	+$7.4K	$437.7K
27	Signature Resources Capital Management, LLC added	Shares	+111	+$7.3K	$223.9K
28	Citrine Capital LLC trimmed	Shares	-1.0K	+$6.6K	$8.6M
29	Sprinkle Financial Consultants LLC added	Shares	+42	+$3.7K	$215.4K
30	XY Planning Network, Inc. unchanged	Shares	0	+$2.4K	$367.5K
31	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$1.1K	$162.2K
32	ELEVATION WEALTH PARTNERS, LLC added	Shares	+10	+$799	$46.2K
33	IFP Advisors, Inc added	Shares	+1	+$286	$33.2K
34	JNBA Financial Advisors unchanged	Shares	0	+$174	$24.7K
35	Shore Point Advisors, LLC trimmed	Shares	-120	-$3.4K	$403.8K
36	Brookstone Capital Management trimmed	Shares	-120	-$4.7K	$218.6K
37	AA Financial Advisors, LLC trimmed	Shares	-507	-$10.7K	$2.2M
38	Skyline Advisors, Inc. trimmed	Shares	-414	-$15.4K	$856.5K
39	Composition Wealth, LLC trimmed	Shares	-3.6K	-$96.9K	$12.6M
40	Farther Finance Advisors, LLC trimmed	Shares	-2.5K	-$115.0K	$2.3M
41	Mason & Associates Inc trimmed	Shares	-2.8K	-$133.9K	$683.6K