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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
26
RAM Investment Partners
Washington
$1.46M +$283K +9,784 +23%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.37M -$45.1K -1,559 -3%
BJL
28
Brighton Jones LLC
Washington
$1.32M +$471K +16,309 +52%
ADL
29
Asset Dedication LLC
California
$1.28M +$380K +13,135 +40%
MWM
30
Modera Wealth Management
New Jersey
$1.16M -$21.2K -733 -2%
WA
31
Wealth Architects
California
$1.1M +$53.2K +1,840 +5%
FOA
32
Five Oceans Advisors
California
$998K +$482K +16,691 +87%
WWP
33
Waypoint Wealth Partners
California
$941K +$234K +8,100 +31%
RIM
34
RW Investment Management
Idaho
$931K +$234K +8,089 +32%
AC
35
Apella Capital
Connecticut
$877K +$265K +9,167 +41%
OCM
36
Orion Capital Management
California
$821K +$429K +14,850 +101%
CCM
37
Carlson Capital Management
Minnesota
$742K +$328K +11,364 +74%
NA
38
NewEdge Advisors
Louisiana
$734K +$765K +26,455 New
AF
39
Advisornet Financial
Minnesota
$725K +$13.1K +453 +2%
CI
40
Cordant Inc
Oregon
$685K +$118K +4,097 +20%
TI
41
Truepoint Inc
Ohio
$670K – – –
SIC
42
SJS Investment Consulting
Ohio
$667K +$29.8K +1,030 +4%
MWA
43
Mills Wealth Advisors
Texas
$619K +$23.1K +800 +4%
TWA
44
TCI Wealth Advisors
Arizona
$608K – – –
NRWA
45
North Ridge Wealth Advisors
Oregon
$601K +$127K +4,398 +25%
IAG
46
Investment Advisory Group
Massachusetts
$562K – – –
SDWIA
47
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$8.38K +290 +1%
SRWM
48
Shira Ridge Wealth Management
California
$460K +$78.3K +2,708 +20%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$456K +$11.6K +401 +2%
GWM
50
Grand Wealth Management
Michigan
$451K +$4.34K +150 +0.9%
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