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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Savant Capital
Illinois
$417K +$435K +15,033 New
DADC
52
D.A. Davidson & Co
Montana
$402K +$419K +14,498 New
HNWA
53
Henrickson Nauta Wealth Advisors
Michigan
$387K +$113K +3,901 +39%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$381K -$3.35K -116 -0.8%
AA
55
Addison Advisors
Vermont
$379K +$395K +13,673 New
BAM
56
Belpointe Asset Management
Nevada
$365K +$102K +3,526 +37%
Stifel Financial
57
Stifel Financial
Missouri
$362K +$33.4K +1,156 +10%
GA
58
Greenspring Advisors
Maryland
$354K
TWM
59
Tanager Wealth Management
United Kingdom
$337K +$351K +12,137 New
FCG
60
Financial Connections Group
California
$323K +$119K +4,101 +54%
FW
61
FirstPurpose Wealth
Utah
$312K +$325K +11,243 New
RWM
62
Ruedi Wealth Management
Illinois
$310K
CFA
63
Cahill Financial Advisors
Minnesota
$310K +$323K +11,160 New
WWM
64
Wolff Wiese Magana
California
$305K -$211K -7,308 -40%
TIM
65
Tortoise Investment Management
New York
$301K +$85K +2,940 +37%
PCM
66
Passive Capital Management
Maryland
$300K
KAS
67
Kestra Advisory Services
Texas
$292K +$16.6K +575 +6%
PCIA
68
Prime Capital Investment Advisors
Kansas
$282K -$26.4K -915 -8%
FTUS
69
Flow Traders U.S.
New York
$253K +$264K +9,121 New
LWP
70
Laurel Wealth Planning
Minnesota
$248K
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$233K +$243K +8,397 New
LPL Financial
72
LPL Financial
California
$223K +$232K +8,025 New
HCM
73
Hutchinson Capital Management
California
$215K
LAM
74
LifePro Asset Management
California
$212K +$220K +7,623 New
AWM
75
Avior Wealth Management
Nebraska
$188K +$694 +24 +0.4%