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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
251
Dunhill Financial
United Kingdom
$31K +$23.3K +540 +251%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$15.9K
ACM
253
Anfield Capital Management
California
$14.4K
EWA
254
Elevate Wealth Advisory
Georgia
$13.8K
AC
255
AlphaCore Capital
California
$12.2K
SAM
256
Smartleaf Asset Management
Massachusetts
$12K
PFA
257
Pillar Financial Advisors
Kentucky
$8.38K +$8.82K +204 New
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$7.6K
MCM
259
MAI Capital Management
Ohio
$5.67K
QC
260
Quent Capital
New York
$205 -$130 -3 -38%
MG
261
Mather Group
Illinois
$15
PA
262
ProCore Advisors
California
-$2.37M -54,657 Closed
LPT
263
Legacy Private Trust
Wisconsin
-$328K -7,547 Closed
PWP
264
Parkwoods Wealth Partners
New York
-$305K -7,027 Closed
Creative Planning
265
Creative Planning
Kansas
-$258K -5,936 Closed
PWM
266
Penobscot Wealth Management
Maine
-$230K -5,302 Closed
SWM
267
Sterling Wealth Management
Illinois
-$224K -5,152 Closed
SF
268
SageOak Financial
Oklahoma
-$211K -4,853 Closed
KCWM
269
Kane Co Wealth Management
Iowa
-$205K -4,725 Closed
ODA
270
One Degree Advisors
California
-$202K -4,660 Closed
WPA
271
Wealth Preservation Advisors
Tennessee
-$141K -3,245 Closed
RLIM
272
Red Lighthouse Investment Management
New York
-$84.6K -1,948 Closed
UBS Group
273
UBS Group
Switzerland
-$15.5K -357 Closed
SFC
274
SYM Financial Corp
Indiana
-$5.21K -120 Closed