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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$2.38M +$2.52M +66,473 New
ACM
52
Aspen Capital Management
Idaho
$2.35M +$2.49M +65,486 New
NA
53
NewEdge Advisors
Louisiana
$2.32M -$446K -11,746 -15%
B
54
BetterWealth
California
$2.13M -$686K -18,062 -23%
FWMP
55
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.12M – – –
LFA
56
Level Financial Advisors
New York
$2.08M -$18.6K -490 -0.8%
LAMC
57
Longview Asset Management (California)
California
$2.03M +$201K +5,282 +10%
TWA
58
Trellis Wealth Advisors
California
$2.01M +$7.59K +200 +0.4%
TWA
59
TCI Wealth Advisors
Arizona
$1.84M +$53.1K +1,398 +3%
UWM
60
United Wealth Management
Virginia
$1.83M +$23.2K +610 +1%
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$1.83M +$23.7K +623 +1%
EFN
62
Equita Financial Network
Pennsylvania
$1.81M +$291K +7,676 +18%
JC
63
Jentner Corp
Ohio
$1.77M +$104K +2,750 +6%
BWA
64
Babb Wealth Advisors
Arizona
$1.66M -$548K -14,428 -24%
DADC
65
D.A. Davidson & Co
Montana
$1.64M +$937K +24,676 +118%
BEW
66
Burton Enright Welch
California
$1.51M +$190 +5 +0%
PAG
67
Private Advisor Group
New Jersey
$1.51M +$19.6K +516 +1%
CCC
68
Compass Capital Corp
Massachusetts
$1.46M -$1.21M -31,796 -41%
MWM
69
Modera Wealth Management
New Jersey
$1.42M +$30.4K +800 +2%
MFA
70
Morling Financial Advisors
California
$1.39M +$385K +10,133 +35%
SC
71
Savant Capital
Illinois
$1.38M +$32.3K +850 +2%
CFGA
72
Cambridge Financial Group (Arizona)
Arizona
$1.34M +$200K +5,256 +16%
EFP
73
EnRich Financial Partners
Wisconsin
$1.33M -$62.4K -1,643 -4%
RIM
74
RW Investment Management
Idaho
$1.3M -$569K -14,975 -29%
DWA
75
Delap Wealth Advisory
Oregon
$1.3M -$375K -9,877 -21%
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