We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$1.35M +$344K +10,154 +36%
SRWM
52
Shira Ridge Wealth Management
California
$1.28M +$33.9K +1,000 +3%
PWA
53
Physician Wealth Advisors
Utah
$1.27M -$11.7K -345 -1%
CFA
54
Cahill Financial Advisors
Minnesota
$1.2M -$3.32K -98 -0.3%
CFGA
55
Cambridge Financial Group (Arizona)
Arizona
$1.16M +$27.6K +813 +3%
CCM
56
Carlson Capital Management
Minnesota
$1.16M +$14.9K +439 +1%
PWM
57
Penobscot Wealth Management
Maine
$1.13M +$1.09M +32,168 New
WWP
58
Walden Wealth Partners
Ohio
$1.07M
MFA
59
Morling Financial Advisors
California
$1.05M +$33.3K +984 +3%
MGWA
60
Monument Group Wealth Advisors
Massachusetts
$966K +$20.5K +605 +2%
FFG
61
Fiduciary Financial Group
California
$956K +$888K +26,198 New
CI
62
Cordant Inc
Oregon
$941K -$49.8K -1,470 -5%
TWA
63
TCI Wealth Advisors
Arizona
$925K +$84.1K +2,483 +10%
AFG
64
Altiora Financial Group
Ohio
$906K +$610K +18,000 +225%
SDWIA
65
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$846K -$27.6K -815 -3%
MWA
66
Mills Wealth Advisors
Texas
$843K +$983 +29 +0.1%
OCM
67
Orion Capital Management
California
$834K -$219K -6,470 -21%
Betterment LLC
68
Betterment LLC
New York
$825K +$453K +13,379 +130%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$758K -$1.55M -45,730 -68%
PFA
70
Pure Financial Advisors
California
$753K +$732K +21,597 New
DADC
71
D.A. Davidson & Co
Montana
$752K -$12.4K -365 -2%
Citadel Advisors
72
Citadel Advisors
Florida
$742K +$30.7K +905 +4%
TWM
73
Tanager Wealth Management
United Kingdom
$735K +$78.6K +2,319 +12%
KP
74
Keel Point
Alabama
$707K +$685K +20,212 New
IAG
75
Investment Advisory Group
Massachusetts
$707K