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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCA
226
Kilner Capital Advisors
Maryland
$263K
TFM
227
Trademark Financial Management
Minnesota
$261K
WTA
228
Washington Trust Advisors
Massachusetts
$257K +$588 +13 +0.2%
CW
229
Curio Wealth
Maryland
$251K +$543 +12 +0.2%
AQR Capital Management
230
AQR Capital Management
Connecticut
$243K +$236K +5,221 New
BW
231
BIP Wealth
Georgia
$234K +$227K +5,015 New
CAM
232
Clarity Asset Management
Iowa
$229K -$6.11K -135 -3%
Citadel Advisors
233
Citadel Advisors
Florida
$228K +$221K +4,882 New
SWM
234
Sterling Wealth Management
Illinois
$227K +$220K +4,870 New
GAM
235
Gemmer Asset Management
California
$224K -$50.2K -1,109 -19%
SF
236
SageOak Financial
Oklahoma
$223K +$217K +4,792 New
BFC
237
Bedel Financial Consulting
Indiana
$222K +$216K +4,769 New
DFS
238
Dixon Fnancial Services
California
$221K +$215K +4,743 New
KCWM
239
Kane Co Wealth Management
Iowa
$219K +$213K +4,700 New
OWA
240
Oak Wealth Advisors
Illinois
$213K +$206K +4,560 New
JWA
241
JFS Wealth Advisors
Pennsylvania
$210K -$814 -18 -0.4%
ODA
242
One Degree Advisors
California
$207K +$200K +4,423 New
PWM
243
Penobscot Wealth Management
Maine
$204K +$198K +4,375 New
MFG
244
Mission Financial Group
Nevada
$204K +$198K +4,368 New
HPA
245
High Probability Advisors
New York
$202K +$196K +4,325 New
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$194K -$3.85K -85 -2%
ACA
247
American Capital Advisory
Idaho
$170K
LI
248
LRI Investments
Florida
$164K
LF
249
LifeSteps Financial
California
$159K +$154K +3,414 New
Kayne Anderson Rudnick Investment Management
250
Kayne Anderson Rudnick Investment Management
California
$156K +$152K +3,353 New