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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
$9.82M +$716K +16,689 +8%
OIA
27
OneDigital Investment Advisors
Kansas
$9.37M +$875K +20,387 +10%
SIC
28
SJS Investment Consulting
Ohio
$9.15M +$10.5K +244 +0.1%
NL
29
NWAM LLC
Washington
$8.96M -$375K -8,736 -4%
BJL
30
Brighton Jones LLC
Washington
$8.73M +$807K +18,807 +10%
CPCM
31
Cardinal Point Capital Management
Ontario, Canada
$8.26M +$61K +1,420 +0.8%
MWM
32
Momentous Wealth Management
Washington
$8M +$647K +15,084 +9%
PCI
33
Planning Center Inc
Illinois
$7.93M -$900K -20,972 -10%
Corient Private Wealth
34
Corient Private Wealth
Florida
$7.33M +$494K +11,516 +7%
BJB
35
Broadhurst Jeffrey B
$6.66M +$6.58M +153,251 New
SFA
36
Sequoia Financial Advisors
Ohio
$6.57M -$460K -10,719 -7%
LPL Financial
37
LPL Financial
California
$6.37M +$1.26M +29,316 +25%
EWP
38
Elevation Wealth Partners
California
$6.24M -$107K -2,484 -2%
MMA
39
Miracle Mile Advisors
California
$6.2M +$93.8K +2,185 +2%
DFP
40
Donalies Financial Planning
District of Columbia
$5.87M +$5.8M +135,160 New
AIC
41
Allodium Investment Consultants
Minnesota
$5.73M -$173K -4,032 -3%
NCM
42
Northland Capital Management
Minnesota
$5.7M -$115K -2,677 -2%
RIM
43
Rockbridge Investment Management
New York
$5.56M +$38.1K +887 +0.7%
WMS
44
Wealth Management Strategies
Pennsylvania
$5.38M -$44.9K -1,047 -0.8%
RIP
45
RAM Investment Partners
Washington
$5.26M +$151K +3,517 +3%
ACM
46
Aspen Capital Management
Idaho
$5.16M +$91.6K +2,135 +2%
FG
47
Foster Group
Iowa
$5.08M +$231K +5,372 +5%
EFN
48
Equita Financial Network
Pennsylvania
$4.33M +$378K +8,799 +10%
MGW
49
MB Generational Wealth
Washington
$4.31M +$565K +13,160 +15%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$4.2M +$416K +9,685 +11%