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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QHA
26
Quarry Hill Advisors
Minnesota
$6.23M +$296K +7,803 +5%
SIS
27
Strategic Investment Solutions
Illinois
$5.88M -$536K -14,122 -8%
PFA
28
Pure Financial Advisors
California
$5.39M +$443K +11,662 +8%
MWM
29
Momentous Wealth Management
Washington
$5.35M +$153K +4,035 +3%
WA
30
Wealth Architects
California
$5.06M +$240K +6,313 +5%
BJL
31
Brighton Jones LLC
Washington
$4.96M +$924K +24,335 +21%
Raymond James Financial
32
Raymond James Financial
Florida
$4.74M +$5.03M +132,389 New
WWP
33
Waypoint Wealth Partners
California
$4.54M +$27.3K +720 +0.6%
AIC
34
Allodium Investment Consultants
Minnesota
$4.21M +$871K +22,926 +24%
NCM
35
Northland Capital Management
Minnesota
$4.04M -$194K -5,116 -4%
Betterment LLC
36
Betterment LLC
New York
$3.91M +$980K +25,797 +31%
RIP
37
RAM Investment Partners
Washington
$3.43M -$273K -7,179 -7%
SSC
38
Syverson Strege & Co
Iowa
$3.31M +$218K +5,752 +7%
WMS
39
Wealth Management Strategies
Pennsylvania
$3.24M +$2.03M +53,465 +144%
MGW
40
MB Generational Wealth
Washington
$3.05M -$28.6K -752 -0.9%
ADL
41
Asset Dedication LLC
California
$3.02M +$251K +6,614 +9%
SW
42
Simplicity Wealth
New Jersey
$2.99M +$3.17M +83,566 New
FOA
43
Five Oceans Advisors
California
$2.96M -$34.1K -899 -1%
TI
44
Truepoint Inc
Ohio
$2.88M +$400K +10,545 +15%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.82M +$90.9K +2,395 +3%
AA
46
Addison Advisors
Vermont
$2.81M +$26.4K +695 +0.9%
MWG
47
Martin Worley Group
Utah
$2.8M +$1.01M +26,498 +51%
RIM
48
Rockbridge Investment Management
New York
$2.75M -$24.8K -654 -0.8%
LPL Financial
49
LPL Financial
California
$2.7M +$802K +21,122 +39%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.63M -$45.9K -1,209 -2%