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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRC
51
Relaxing Retirement Coach
Massachusetts
$393K -$8.01K -296 -2%
GA
52
Greenspring Advisors
Maryland
$366K +$346K +12,767 New
Stifel Financial
53
Stifel Financial
Missouri
$342K +$322K +11,899 New
BSW
54
Buckingham Strategic Wealth
Missouri
$327K +$308K +11,392 New
RWM
55
Ruedi Wealth Management
Illinois
$321K
PCIA
56
Prime Capital Investment Advisors
Kansas
$318K +$300K +11,095 New
PCM
57
Passive Capital Management
Maryland
$310K
HNWA
58
Henrickson Nauta Wealth Advisors
Michigan
$288K +$272K +10,038 New
KAS
59
Kestra Advisory Services
Texas
$286K
BAM
60
Belpointe Asset Management
Nevada
$277K +$257K +9,500 +6,786%
LWP
61
Laurel Wealth Planning
Minnesota
$256K +$242K +8,922 New
TIM
62
Tortoise Investment Management
New York
$227K +$122K +4,500 +132%
HCM
63
Hutchinson Capital Management
California
$222K
Citadel Advisors
64
Citadel Advisors
Florida
$220K +$207K +7,661 New
FCG
65
Financial Connections Group
California
$216K -$253K -9,328 -55%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$203K +$191K +7,072 New
AWM
67
Avior Wealth Management
Nebraska
$194K +$406 +15 +0.2%
JWA
68
JFS Wealth Advisors
Pennsylvania
$159K +$150K +5,556 New
RTL
69
Red Tortoise LLC
Georgia
$134K +$271 +10 +0.2%
AFS
70
Annapolis Financial Services
Maryland
$134K
MFA
71
McClarren Financial Advisors
Pennsylvania
$119K +$244 +9 +0.2%
JP Morgan Chase
72
JP Morgan Chase
New York
$112K +$2.44K +90 +2%
RLIM
73
Red Lighthouse Investment Management
New York
$107K
Wells Fargo
74
Wells Fargo
California
$100K +$94.6K +3,493 New
CCMI
75
Creative Capital Management Investments
California
$80.5K