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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LF
251
LifeSteps Financial
California
$159K +$154K +3,414 New
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$156K +$152K +3,353 New
BAM
253
Bellevue Asset Management
Washington
$155K +$317 +7 +0.2%
CYG
254
Clean Yield Group
Vermont
$141K +$137K +3,028 New
Allworth Financial
255
Allworth Financial
California
$141K +$317 +7 +0.2%
Morgan Stanley
256
Morgan Stanley
New York
$135K -$99.6K -2,201 -43%
RWM
257
Raffa Wealth Management
District of Columbia
$132K +$28.9K +639 +29%
BH
258
Burk Holdings
Oklahoma
$120K +$6.51K +144 +6%
IFP Advisors
259
IFP Advisors
Florida
$108K +$45 +1 +0%
CPA
260
Cardiff Park Advisors
California
$99.4K +$22.8K +504 +31%
TWM
261
Timmons Wealth Management
Massachusetts
$97.6K -$43.2K -956 -31%
Global Retirement Partners
262
Global Retirement Partners
California
$87.1K +$84.5K +1,868 New
MWA
263
Medallion Wealth Advisors
Connecticut
$82.1K – – –
DF
264
Dunhill Financial
United Kingdom
$80.9K +$43.9K +971 +129%
CMBA
265
C.M. Bidwell & Associates
Hawaii
$69.9K – – –
PS
266
Pinney & Scofield
Massachusetts
$60.6K +$90 +2 +0.2%
RWM
267
Rialto Wealth Management
New York
$50.5K – – –
Larson Financial Group
268
Larson Financial Group
Missouri
$46.6K -$181 -4 -0.4%
NSG
269
Nalls Sherbakoff Group
Tennessee
$43.1K – – –
SA
270
Seneschal Advisors
Washington
$34.5K +$33.5K +740 New
Qube Research & Technologies (QRT)
271
Qube Research & Technologies (QRT)
United Kingdom
$29.5K -$10.7K -236 -27%
UBS Group
272
UBS Group
Switzerland
$25.1K +$24.3K +538 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$18.1K – – –
EWA
274
Elevate Wealth Advisory
Georgia
$15.7K – – –
Smartleaf Asset Management
275
Smartleaf Asset Management
Massachusetts
$13.9K – – –