Dimensional - Global Sustainability Fixed Income ETF(DFSB)

$50.30—Stale · unknown old

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Dimensional - Global Sustainability Fixed Income ETF(DFSB)

NYSE • Last print unknown ago

$50.30—Stale · unknown old

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DFSB(DFSB)

DFSB

Institutional Ownership

Top 138 Institutional Holders

Holder	Shares	Date	Change	% Held
Abacus Wealth Partners, LLC	2.88M	Jun 30, 26	+272.81K	20.51%
MASECO LLP	1.92M	Jun 30, 26	+65.94K	13.67%
MERCER GLOBAL ADVISORS INC /ADV	1.01M	Jun 30, 26	+164.97K	7.16%
Quantum Financial Advisors, LLC	540.56K	Jun 30, 26	+14.20K	3.84%
Simplicity Wealth,LLC	290.11K	Jun 30, 26	+38.13K	2.06%
SEI INVESTMENTS CO	285.53K	Jun 30, 26	+24.39K	2.03%
SEEDS INVESTOR LLC	258.36K	Jun 30, 26	+1.42K	1.84%
Miracle Mile Advisors, LLC	241.48K	Jun 30, 26	-3.59K	1.72%
Parkshore Wealth Management, Inc.	235.81K	Jun 30, 26	+19.38K	1.68%
Planning Center, Inc.	193.32K	Jun 30, 26	+4.36K	1.37%
Momentous Wealth Management, Inc.	189.46K	Jun 30, 26	+5.31K	1.35%
Apella Capital, LLC	181.33K	Jun 30, 26	+22.29K	1.29%
Citrine Capital LLC	164.17K	Jun 30, 26	-1.04K	1.17%
CI Private Wealth, LLC	135.84K	Jun 30, 26	+10.30K	0.97%
Shira Ridge Wealth Management	126.92K	Jun 30, 26	+126.92K	0.90%
Allodium Investment Consultants, LLC	110.54K	Jun 30, 26	+5.83K	0.79%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	101.69K	Jun 30, 26	+7.03K	0.72%
Buckingham Strategic Partners	94.32K	Jun 30, 26	+13.23K	0.67%
Resources Investment Advisors, LLC.	92.96K	Jun 30, 26	+15.60K	0.66%
Beacon Pointe Advisors, LLC	92.72K	Jun 30, 26	+3.83K	0.66%
CITADEL ADVISORS LLC	90.07K	Jun 30, 26	+90.07K	0.64%
Clarity Wealth Development LLC	72.07K	Jun 30, 26	+72.07K	0.51%
RAM Investment Partners, LLC	62.17K	Jun 30, 26	-630	0.44%
Betterment LLC	58.45K	Jun 30, 26	+80	0.42%
LPL Financial LLC	49.83K	Jun 30, 26	+1.34K	0.35%
SUMMIT WEALTH GROUP LLC / CO	49.04K	Jun 30, 26	-459	0.35%
BEACON HILL WEALTH MANAGEMENT LTD.	44.46K	Jun 30, 26	+44.46K	0.32%
Farther Finance Advisors, LLC	44.19K	Jun 30, 26	-2.51K	0.31%
AA Financial Advisors, LLC	42.28K	Jun 30, 26	-507	0.30%
Sequoia Financial Advisors, LLC	36.34K	Jun 30, 26	+10.13K	0.26%
von Borstel & Associates, Inc.	34.25K	Jun 30, 26	+17.05K	0.24%
Creative Capital Management Investments LLC	34.24K	Jun 30, 26	+7.61K	0.24%
Wheels Up Wealth, Inc.	31.60K	Jun 30, 26	+3.89K	0.22%
ADVISOR GROUP HOLDINGS, INC.	31.00K	Jun 30, 26	+11.12K	0.22%
Vermillion Wealth Management, Inc.	29.87K	Jun 30, 26	+308	0.21%
Babb Wealth Advisors LLC	28.87K	Jun 30, 26	+3.55K	0.21%
JANE STREET GROUP, LLC	27.69K	Jun 30, 26	+15.60K	0.20%
Tanager Wealth Management LLP	27.36K	Jun 30, 26	+1.44K	0.19%
Samalin Investment Counsel, LLC	27.21K	Jun 30, 26	+115	0.19%
FIDUCIARY FINANCIAL ADVISORS	25.74K	Jun 30, 26	+20.14K	0.18%
Vise Technologies, Inc.	25.15K	Jun 30, 26	+12.62K	0.18%
RW Investment Management LLC	22.27K	Jun 30, 26	+64	0.16%
Root Financial Partners, LLC	21.46K	Jun 30, 26	+3.38K	0.15%
Wealth Advisors Northwest LLC	21.16K	Jun 30, 26	+3.62K	0.15%
CURIO WEALTH, LLC	21.11K	Jun 30, 26	+294	0.15%
COMMONWEALTH EQUITY SERVICES, LLC	20.48K	Jun 30, 26	+123	0.15%
HighTower Advisors, LLC	19.42K	Jun 30, 26	+17	0.14%
Cambridge Investment Research Advisors, Inc.	18.66K	Jun 30, 26	-180	0.13%
Broadhurst Jeffrey B	17.75K	Jun 30, 26	-27.12K	0.13%
Strathmore Capital Advisors, Inc.	17.63K	Jun 30, 26	+157	0.13%
Flagstone Financial Management	17.29K	Jun 30, 26	+162	0.12%
Rehmann Capital Advisory Group	17.13K	Jun 30, 26	+2.71K	0.12%
Modera Wealth Management, LLC	17.07K	Jun 30, 26	+3.85K	0.12%
BetterWealth, LLC	17.04K	Jun 30, 26	+1.39K	0.12%
Skyline Advisors, Inc.	16.44K	Jun 30, 26	-414	0.12%
McCartney Wealth Management LLC	15.94K	Jun 30, 26	+1.98K	0.11%
Level Financial Advisors, Inc.	15.38K	Jun 30, 26	+5.33K	0.11%
Clarity Asset Management, Inc.	14.94K	Jun 30, 26	+5.32K	0.11%
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV	14.49K	Jun 30, 26	+196	0.10%
Krilogy Financial LLC	13.44K	Jun 30, 26	-195	0.10%
Verisail Partners, LLC	13.43K	Jun 30, 26	+8.56K	0.10%
Petersen Hastings Wealth Advisors Inc.	13.40K	Jun 30, 26	+382	0.10%
DiNuzzo Private Wealth, Inc.	13.13K	Jun 30, 26	+2.50K	0.09%
Mason & Associates Inc	13.12K	Jun 30, 26	-2.77K	0.09%
Private Advisor Group, LLC	12.29K	Jun 30, 26	+1.26K	0.09%
Concord Wealth Partners	12.00K	Jun 30, 26	+47	0.09%
Vestment Financial LLC	11.99K	Jun 30, 26	+797	0.09%
Geometric Wealth Advisors	11.98K	Jun 30, 26	+123	0.09%
Freedom Day Solutions, LLC	11.80K	Jun 30, 26	+11.80K	0.08%
WPWealth LLP	11.53K	Jun 30, 26	+71	0.08%
Summit Wealth Group, LLC	11.29K	Jun 30, 26	+4.36K	0.08%
CAHILL FINANCIAL ADVISORS INC	10.54K	Jun 30, 26	-285	0.07%
Kestra Advisory Services, LLC	9.61K	Jun 30, 26	+207	0.07%
GRAND WEALTH MANAGEMENT, LLC	9.21K	Jun 30, 26	+2.23K	0.07%
FIDUCIARY FINANCIAL GROUP, LLC	9.20K	Jun 30, 26	+90	0.07%
Tillman Hartley LLC	9.11K	Jun 30, 26	+9.11K	0.06%
Rossby Financial, LCC	8.96K	Jun 30, 26	+302	0.06%
Equita Financial Network, Inc.	8.86K	Jun 30, 26	+8.86K	0.06%
Aspen Capital Management, LLC	8.46K	Jun 30, 26	+516	0.06%
MISSION WEALTH MANAGEMENT, LP	8.40K	Jun 30, 26	+83	0.06%
Creative Planning	8.12K	Jun 30, 26	+2.13K	0.06%
SAX WEALTH ADVISORS, LLC	7.83K	Jun 30, 26	+465	0.06%
Ballast Rock Private Wealth LLC	7.79K	Jun 30, 26	--	0.06%
Shore Point Advisors, LLC	7.75K	Jun 30, 26	-120	0.06%
Stewardship Advisors, LLC	7.71K	Jun 30, 26	+659	0.05%
COMPASS CAPITAL CORP /MA/ /ADV	7.46K	Jun 30, 26	+4	0.05%
M. Kulyk & Associates, LLC	7.15K	Jun 30, 26	-2.13K	0.05%
Wealthcare Advisory Partners LLC	7.13K	Jun 30, 26	+366	0.05%
XY Planning Network, Inc.	7.05K	Jun 30, 26	--	0.05%
Financial Plan, Inc.	6.90K	Jun 30, 26	--	0.05%
Fortis Capital Management LLC	6.49K	Jun 30, 26	-1.10K	0.05%
ROYAL BANK OF CANADA	5.70K	Jun 30, 26	--	0.04%
E-Wealth Partners, LLC	5.49K	Jun 30, 26	+5.49K	0.04%
Legacy Financial Advisors, Inc.	5.27K	Jun 30, 26	-445	0.04%
ENVESTNET ASSET MANAGEMENT INC	5.18K	Jun 30, 26	+307	0.04%
Greenspring Advisors, LLC	5.18K	Jun 30, 26	+24	0.04%
Ariadne Wealth Management, LP	4.67K	Jun 30, 26	+11	0.03%
Washington Trust Advisors, Inc.	4.51K	Jun 30, 26	+939	0.03%
MLG Wealth Management DBA Pine Grove Financial Group	4.50K	Jun 30, 26	+47	0.03%
Long Island Wealth Management, Inc.	4.37K	Jun 30, 26	--	0.03%
Signature Resources Capital Management, LLC	4.30K	Jun 30, 26	+111	0.03%
EnRich Financial Partners LLC	4.29K	Jun 30, 26	+200	0.03%
Brookstone Capital Management	4.20K	Jun 30, 26	-120	0.03%
Sprinkle Financial Consultants LLC	4.13K	Jun 30, 26	+42	0.03%
NewEdge Advisors, LLC	3.88K	Jun 30, 26	-5.00K	0.03%
Coston, McIsaac & Partners	3.53K	Jun 30, 26	+10	0.03%
JFS WEALTH ADVISORS, LLC	3.11K	Jun 30, 26	--	0.02%
BANK OF MONTREAL /CAN/	3.03K	Jun 30, 26	+1.73K	0.02%
LifeSteps Financial, Inc.	2.75K	Jun 30, 26	+2.75K	0.02%
CARDIFF PARK ADVISORS, LLC	2.16K	Jun 30, 26	+22	0.02%
Orion Capital Management LLC	2.04K	Jun 30, 26	--	0.01%
Glass Jacobson Investment Advisors llc	1.35K	Jun 30, 26	+14	0.01%
PINNEY & SCOFIELD, INC.	1.14K	Jun 30, 26	-324	0.01%
ELEVATE WEALTH ADVISORY, INC	907	Jun 30, 26	--	0.01%
ZRC WEALTH MANAGEMENT, LLC	887	Jun 30, 26	+10	0.01%
HARBOUR INVESTMENTS, INC.	836	Jun 30, 26	--	0.01%
SYM FINANCIAL Corp	682	Jun 30, 26	--	0.00%
IFP Advisors, Inc	637	Jun 30, 26	+1	0.00%
ASSETMARK, INC	598	Jun 30, 26	+598	0.00%
JNBA Financial Advisors	474	Jun 30, 26	--	0.00%
JPMORGAN CHASE & CO	172	Jun 30, 26	+11	0.00%
HAZLETT, BURT & WATSON, INC.	101	Jun 30, 26	+101	0.00%
Allworth Financial LP	64	Jun 30, 26	+1	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-93	--
Burk Holdings LLC	--	Jun 30, 26	-296	--
Steward Partners Investment Advisory, LLC	--	Jun 30, 26	-200	--
Virtu Financial LLC	--	Jun 30, 26	-13.72K	--
Delap Wealth Advisory, LLC	--	Jun 30, 26	-13.21K	--
McIlrath & Eck, LLC	946	Mar 31, 26	--	0.01%
CWM, LLC	26	Mar 31, 26	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-435	--
Blue Oak Capital, LLC	334.10K	Jun 30, 25	+16.04K	2.38%
Parkworth Wealth Management, Inc.	2.51K	Jun 30, 25	--	0.02%
HART & PATTERSON FINANCIAL GROUP LLC	10.58K	Dec 31, 24	+1.09K	0.08%
LifePro Asset Management	7.41K	Sep 30, 24	--	0.05%
FirstPurpose Wealth LLC	16.09K	Mar 31, 24	+3.58K	0.11%
PATHSTONE FAMILY OFFICE, LLC	4.66K	Sep 30, 23	+24	0.03%
Baldrige Asset Management LLC	10.19K	Mar 31, 23	+7.66K	0.07%

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Abacus Wealth Partners, LLC

2.88M

Jun 30, 26

+272.81K

20.51%

MASECO LLP

1.92M

Jun 30, 26

+65.94K

13.67%

MERCER GLOBAL ADVISORS INC /ADV

1.01M

Jun 30, 26

+164.97K

7.16%

Quantum Financial Advisors, LLC

540.56K

Jun 30, 26

+14.20K

3.84%

Simplicity Wealth,LLC

290.11K

Jun 30, 26

+38.13K

2.06%

SEI INVESTMENTS CO

285.53K

Jun 30, 26

+24.39K

2.03%

SEEDS INVESTOR LLC

258.36K

Jun 30, 26

+1.42K

1.84%

Miracle Mile Advisors, LLC

241.48K

Jun 30, 26

-3.59K

1.72%

Parkshore Wealth Management, Inc.

235.81K

Jun 30, 26

+19.38K

1.68%

Planning Center, Inc.

193.32K

Jun 30, 26

+4.36K

1.37%

Momentous Wealth Management, Inc.

189.46K

Jun 30, 26

+5.31K

1.35%

Apella Capital, LLC

181.33K

Jun 30, 26

+22.29K

1.29%

Citrine Capital LLC

164.17K

Jun 30, 26

-1.04K

1.17%

CI Private Wealth, LLC

135.84K

Jun 30, 26

+10.30K

0.97%

Shira Ridge Wealth Management

126.92K

Jun 30, 26

+126.92K

0.90%

Allodium Investment Consultants, LLC

110.54K

Jun 30, 26

+5.83K

0.79%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

101.69K

Jun 30, 26

+7.03K

0.72%

Buckingham Strategic Partners

94.32K

Jun 30, 26

+13.23K

0.67%

Resources Investment Advisors, LLC.

92.96K

Jun 30, 26

+15.60K

0.66%

Beacon Pointe Advisors, LLC

92.72K

Jun 30, 26

+3.83K

0.66%

CITADEL ADVISORS LLC

90.07K

Jun 30, 26

+90.07K

0.64%

Clarity Wealth Development LLC

72.07K

Jun 30, 26

+72.07K

0.51%

RAM Investment Partners, LLC

62.17K

Jun 30, 26

-630

0.44%

Betterment LLC

58.45K

Jun 30, 26

+80

0.42%

LPL Financial LLC

49.83K

Jun 30, 26

+1.34K

0.35%

SUMMIT WEALTH GROUP LLC / CO

49.04K

Jun 30, 26

-459

0.35%

BEACON HILL WEALTH MANAGEMENT LTD.

44.46K

Jun 30, 26

+44.46K

0.32%

Farther Finance Advisors, LLC

44.19K

Jun 30, 26

-2.51K

0.31%

AA Financial Advisors, LLC

42.28K

Jun 30, 26

-507

0.30%

Sequoia Financial Advisors, LLC

36.34K

Jun 30, 26

+10.13K

0.26%

von Borstel & Associates, Inc.

34.25K

Jun 30, 26

+17.05K

0.24%

Creative Capital Management Investments LLC

34.24K

Jun 30, 26

+7.61K

0.24%

Wheels Up Wealth, Inc.

31.60K

Jun 30, 26

+3.89K

0.22%

ADVISOR GROUP HOLDINGS, INC.

31.00K

Jun 30, 26

+11.12K

0.22%

Vermillion Wealth Management, Inc.

29.87K

Jun 30, 26

+308

0.21%

Babb Wealth Advisors LLC

28.87K

Jun 30, 26

+3.55K

0.21%

JANE STREET GROUP, LLC

27.69K

Jun 30, 26

+15.60K

0.20%

Tanager Wealth Management LLP

27.36K

Jun 30, 26

+1.44K

0.19%

Samalin Investment Counsel, LLC

27.21K

Jun 30, 26

+115

0.19%

FIDUCIARY FINANCIAL ADVISORS

25.74K

Jun 30, 26

+20.14K

0.18%

Vise Technologies, Inc.

25.15K

Jun 30, 26

+12.62K

0.18%

RW Investment Management LLC

22.27K

Jun 30, 26

+64

0.16%

Root Financial Partners, LLC

21.46K

Jun 30, 26

+3.38K

0.15%

Wealth Advisors Northwest LLC

21.16K

Jun 30, 26

+3.62K

0.15%

CURIO WEALTH, LLC

21.11K

Jun 30, 26

+294

0.15%

COMMONWEALTH EQUITY SERVICES, LLC

20.48K

Jun 30, 26

+123

0.15%

HighTower Advisors, LLC

19.42K

Jun 30, 26

+17

0.14%

Cambridge Investment Research Advisors, Inc.

18.66K

Jun 30, 26

-180

0.13%

Broadhurst Jeffrey B

17.75K

Jun 30, 26

-27.12K

0.13%

Strathmore Capital Advisors, Inc.

17.63K

Jun 30, 26

+157

0.13%

Flagstone Financial Management

17.29K

Jun 30, 26

+162

0.12%

Rehmann Capital Advisory Group

17.13K

Jun 30, 26

+2.71K

0.12%

Modera Wealth Management, LLC

17.07K

Jun 30, 26

+3.85K

0.12%

BetterWealth, LLC

17.04K

Jun 30, 26

+1.39K

0.12%

Skyline Advisors, Inc.

16.44K

Jun 30, 26

-414

0.12%

McCartney Wealth Management LLC

15.94K

Jun 30, 26

+1.98K

0.11%

Level Financial Advisors, Inc.

15.38K

Jun 30, 26

+5.33K

0.11%

Clarity Asset Management, Inc.

14.94K

Jun 30, 26

+5.32K

0.11%

PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV

14.49K

Jun 30, 26

+196

0.10%

Krilogy Financial LLC

13.44K

Jun 30, 26

-195

0.10%

Verisail Partners, LLC

13.43K

Jun 30, 26

+8.56K

0.10%

Petersen Hastings Wealth Advisors Inc.

13.40K

Jun 30, 26

+382

0.10%

DiNuzzo Private Wealth, Inc.

13.13K

Jun 30, 26

+2.50K

0.09%

Mason & Associates Inc

13.12K

Jun 30, 26

-2.77K

0.09%

Private Advisor Group, LLC

12.29K

Jun 30, 26

+1.26K

0.09%

Concord Wealth Partners

12.00K

Jun 30, 26

+47

0.09%

Vestment Financial LLC

11.99K

Jun 30, 26

+797

0.09%

Geometric Wealth Advisors

11.98K

Jun 30, 26

+123

0.09%

Freedom Day Solutions, LLC

11.80K

Jun 30, 26

+11.80K

0.08%

WPWealth LLP

11.53K

Jun 30, 26

+71

0.08%

Summit Wealth Group, LLC

11.29K

Jun 30, 26

+4.36K

0.08%

CAHILL FINANCIAL ADVISORS INC

10.54K

Jun 30, 26

-285

0.07%

Kestra Advisory Services, LLC

9.61K

Jun 30, 26

+207

0.07%

GRAND WEALTH MANAGEMENT, LLC

9.21K

Jun 30, 26

+2.23K

0.07%

FIDUCIARY FINANCIAL GROUP, LLC

9.20K

Jun 30, 26

+90

0.07%

Tillman Hartley LLC

9.11K

Jun 30, 26

+9.11K

0.06%

Rossby Financial, LCC

8.96K

Jun 30, 26

+302

0.06%

Equita Financial Network, Inc.

8.86K

Jun 30, 26

+8.86K

0.06%

Aspen Capital Management, LLC

8.46K

Jun 30, 26

+516

0.06%

MISSION WEALTH MANAGEMENT, LP

8.40K

Jun 30, 26

+83

0.06%

Creative Planning

8.12K

Jun 30, 26

+2.13K

0.06%

SAX WEALTH ADVISORS, LLC

7.83K

Jun 30, 26

+465

0.06%

Ballast Rock Private Wealth LLC

7.79K

Jun 30, 26

0.06%

Shore Point Advisors, LLC

7.75K

Jun 30, 26

-120

0.06%

Stewardship Advisors, LLC

7.71K

Jun 30, 26

+659

0.05%

COMPASS CAPITAL CORP /MA/ /ADV

7.46K

Jun 30, 26

0.05%

M. Kulyk & Associates, LLC

7.15K

Jun 30, 26

-2.13K

0.05%

Wealthcare Advisory Partners LLC

7.13K

Jun 30, 26

+366

0.05%

XY Planning Network, Inc.

7.05K

Jun 30, 26

0.05%

Financial Plan, Inc.

6.90K

Jun 30, 26

0.05%

Fortis Capital Management LLC

6.49K

Jun 30, 26

-1.10K

0.05%

ROYAL BANK OF CANADA

5.70K

Jun 30, 26

0.04%

E-Wealth Partners, LLC

5.49K

Jun 30, 26

+5.49K

0.04%

Legacy Financial Advisors, Inc.

5.27K

Jun 30, 26

-445

0.04%

ENVESTNET ASSET MANAGEMENT INC

5.18K

Jun 30, 26

+307

0.04%

Greenspring Advisors, LLC

5.18K

Jun 30, 26

+24

0.04%

Ariadne Wealth Management, LP

4.67K

Jun 30, 26

+11

0.03%

Washington Trust Advisors, Inc.

4.51K

Jun 30, 26

+939

0.03%

MLG Wealth Management DBA Pine Grove Financial Group

4.50K

Jun 30, 26

+47

0.03%

Long Island Wealth Management, Inc.

4.37K

Jun 30, 26

0.03%

Signature Resources Capital Management, LLC

4.30K

Jun 30, 26

+111

0.03%

EnRich Financial Partners LLC

4.29K

Jun 30, 26

+200

0.03%

Brookstone Capital Management

4.20K

Jun 30, 26

-120

0.03%

Sprinkle Financial Consultants LLC

4.13K

Jun 30, 26

+42

0.03%

NewEdge Advisors, LLC

3.88K

Jun 30, 26

-5.00K

0.03%

Coston, McIsaac & Partners

3.53K

Jun 30, 26

+10

0.03%

JFS WEALTH ADVISORS, LLC

3.11K

Jun 30, 26

0.02%

BANK OF MONTREAL /CAN/

3.03K

Jun 30, 26

+1.73K

0.02%

LifeSteps Financial, Inc.

2.75K

Jun 30, 26

+2.75K

0.02%

CARDIFF PARK ADVISORS, LLC

2.16K

Jun 30, 26

+22

0.02%

Orion Capital Management LLC

2.04K

Jun 30, 26

0.01%

Glass Jacobson Investment Advisors llc

1.35K

Jun 30, 26

+14

0.01%

PINNEY & SCOFIELD, INC.

1.14K

Jun 30, 26

-324

0.01%

ELEVATE WEALTH ADVISORY, INC

907

Jun 30, 26

0.01%

ZRC WEALTH MANAGEMENT, LLC

887

Jun 30, 26

+10

0.01%

HARBOUR INVESTMENTS, INC.

836

Jun 30, 26

0.01%

SYM FINANCIAL Corp

682

Jun 30, 26

0.00%

IFP Advisors, Inc

637

Jun 30, 26

0.00%

ASSETMARK, INC

598

Jun 30, 26

+598

0.00%

JNBA Financial Advisors

474

Jun 30, 26

0.00%

JPMORGAN CHASE & CO

172

Jun 30, 26

+11

0.00%

HAZLETT, BURT & WATSON, INC.

101

Jun 30, 26

+101

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

Advisory Services Network, LLC

Jun 30, 26

-93

Burk Holdings LLC

Jun 30, 26

-296

Steward Partners Investment Advisory, LLC

Jun 30, 26

-200

Virtu Financial LLC

Jun 30, 26

-13.72K

Delap Wealth Advisory, LLC

Jun 30, 26

-13.21K

McIlrath & Eck, LLC

946

Mar 31, 26

0.01%

CWM, LLC

Mar 31, 26

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-435

Blue Oak Capital, LLC

334.10K

Jun 30, 25

+16.04K

2.38%

Parkworth Wealth Management, Inc.

2.51K

Jun 30, 25

0.02%

HART & PATTERSON FINANCIAL GROUP LLC

10.58K

Dec 31, 24

+1.09K

0.08%

LifePro Asset Management

7.41K

Sep 30, 24

0.05%

FirstPurpose Wealth LLC

16.09K

Mar 31, 24

+3.58K

0.11%

PATHSTONE FAMILY OFFICE, LLC

4.66K

Sep 30, 23

+24

0.03%

Baldrige Asset Management LLC

10.19K

Mar 31, 23

+7.66K

0.07%