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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
Cordant Inc
Oregon
$796K +$26.3K +914 +4%
AF
52
Advisornet Financial
Minnesota
$780K -$31.4K -1,091 -4%
CFGA
53
Cambridge Financial Group (Arizona)
Arizona
$770K +$712K +24,732 New
SIC
54
SJS Investment Consulting
Ohio
$757K +$8.64K +300 +1%
TI
55
Truepoint Inc
Ohio
$752K
SDWIA
56
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$726K +$102K +3,542 +18%
MWA
57
Mills Wealth Advisors
Texas
$719K +$22.4K +778 +3%
OIA
58
OneDigital Investment Advisors
Kansas
$718K +$664K +23,068 New
CFA
59
Cahill Financial Advisors
Minnesota
$697K +$324K +11,240 +101%
TWA
60
TCI Wealth Advisors
Arizona
$682K
IAG
61
Investment Advisory Group
Massachusetts
$631K
LWA
62
Ledgewood Wealth Advisors
New Hampshire
$564K +$522K +18,130 New
LPL Financial
63
LPL Financial
California
$561K +$288K +9,992 +125%
FCG
64
Financial Connections Group
California
$546K +$170K +5,904 +51%
HNWA
65
Henrickson Nauta Wealth Advisors
Michigan
$536K +$94.8K +3,291 +24%
SC
66
Savant Capital
Illinois
$525K +$53.2K +1,847 +12%
TWM
67
Tanager Wealth Management
United Kingdom
$514K +$126K +4,382 +36%
GWM
68
Grand Wealth Management
Michigan
$505K -$1.07K -37 -0.2%
Two Sigma Investments
69
Two Sigma Investments
New York
$501K +$464K +16,100 New
NRWA
70
North Ridge Wealth Advisors
Oregon
$448K -$209K -7,260 -34%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$431K +$3.48K +121 +0.9%
GA
72
Greenspring Advisors
Maryland
$397K
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$395K -$108K -3,760 -23%
Stifel Financial
74
Stifel Financial
Missouri
$386K -$18.4K -640 -5%
DADC
75
D.A. Davidson & Co
Montana
$382K -$63.9K -2,220 -15%