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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$205K
ODA
227
One Degree Advisors
California
$202K -$5.37K -125 -3%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$185K +$61.9K +1,442 +51%
CA
229
Clearstead Advisors
Ohio
$182K
LI
230
LRI Investments
Florida
$153K
BAM
231
Bellevue Asset Management
Washington
$144K +$300 +7 +0.2%
WPA
232
Wealth Preservation Advisors
Tennessee
$141K
TWM
233
Timmons Wealth Management
Massachusetts
$130K +$129K +3,002 New
IA
234
IFP Advisors
Florida
$128K +$9.27K +216 +8%
AF
235
Allworth Financial
California
$127K +$258 +6 +0.2%
RWM
236
Raffa Wealth Management
District of Columbia
$94.5K +$215 +5 +0.2%
Royal Bank of Canada
237
Royal Bank of Canada
Ontario, Canada
$89K +$65.8K +1,533 +298%
RLIM
238
Red Lighthouse Investment Management
New York
$84.6K -$7.94K -185 -9%
Morgan Stanley
239
Morgan Stanley
New York
$83.2K +$82.2K +1,915 +191,500%
GRP
240
Global Retirement Partners
California
$81.1K
MWA
241
Medallion Wealth Advisors
Connecticut
$76.5K
CPA
242
Cardiff Park Advisors
California
$70.5K +$14.6K +339 +26%
PS
243
Pinney & Scofield
Massachusetts
$69K +$49.1K +1,145 +257%
CMBA
244
C.M. Bidwell & Associates
Hawaii
$65.1K
RWM
245
Rialto Wealth Management
New York
$47K
LFG
246
Larson Financial Group
Missouri
$43.5K +$43.1K +1,003 New
NSG
247
Nalls Sherbakoff Group
Tennessee
$40.2K
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
$39.8K -$4.59K -107 -10%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$16.9K +$16.7K +388 New
UBS Group
250
UBS Group
Switzerland
$15.5K +$15.3K +357 New