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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Architects
California
$1.09M +$1.02M +37,857 New
ADL
27
Asset Dedication LLC
California
$947K +$149K +5,517 +20%
BJL
28
Brighton Jones LLC
Washington
$901K +$850K +31,395 New
WWP
29
Waypoint Wealth Partners
California
$741K +$121K +4,461 +21%
AF
30
Advisornet Financial
Minnesota
$737K +$118K +4,369 +20%
RIM
31
RW Investment Management
Idaho
$731K +$198K +7,304 +40%
TWA
32
Trellis Wealth Advisors
California
$722K +$20.3K +749 +3%
TI
33
Truepoint Inc
Ohio
$693K +$240K +8,863 +58%
SIC
34
SJS Investment Consulting
Ohio
$660K +$244K +9,000 +64%
AC
35
Apella Capital
Connecticut
$644K +$607K +22,434 New
TWA
36
TCI Wealth Advisors
Arizona
$629K – – –
MWA
37
Mills Wealth Advisors
Texas
$618K +$268K +9,886 +85%
CI
38
Cordant Inc
Oregon
$591K +$441K +16,302 +382%
IAG
39
Investment Advisory Group
Massachusetts
$582K – – –
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$559K +$146K +5,398 +38%
FOA
41
Five Oceans Advisors
California
$553K +$149K +5,497 +40%
WWM
42
Wolff Wiese Magana
California
$525K – – –
NRWA
43
North Ridge Wealth Advisors
Oregon
$495K +$251K +9,281 +116%
RIM
44
Rockbridge Investment Management
New York
$485K -$7.96K -294 -2%
GWM
45
Grand Wealth Management
Michigan
$462K +$126K +4,664 +41%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$461K +$8.77K +324 +2%
CCM
47
Carlson Capital Management
Minnesota
$441K +$416K +15,376 New
OCM
48
Orion Capital Management
California
$423K +$307K +11,331 +332%
SRWM
49
Shira Ridge Wealth Management
California
$398K +$81.2K +3,000 +28%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$398K +$375K +13,853 New
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