We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$2.97M -$5.62K -154 -0.2%
MWG
52
Martin Worley Group
Utah
$2.93M -$123K -3,371 -4%
RIM
53
Rockbridge Investment Management
New York
$2.66M -$326K -8,943 -12%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$2.45M +$1.04M +28,473 +84%
LFA
55
Level Financial Advisors
New York
$2.42M +$136K +3,739 +6%
NA
56
NewEdge Advisors
Louisiana
$2.41M -$124K -3,409 -5%
B
57
BetterWealth
California
$2.35M +$10.9K +298 +0.5%
FWMP
58
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.33M +$656 +18 +0%
WC
59
Wolfstich Capital
Massachusetts
$2.25M -$8.04M -220,448 -79%
TWA
60
Trellis Wealth Advisors
California
$2.2M -$7.07K -194 -0.3%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.13M +$1.98M +54,328 New
BEW
62
Burton Enright Welch
California
$2.12M +$426K +11,686 +28%
DPW
63
DiNuzzo Private Wealth
Pennsylvania
$2.06M +$49.1K +1,347 +3%
JC
64
Jentner Corp
Ohio
$2.05M +$104K +2,853 +6%
UWM
65
United Wealth Management
Virginia
$2.04M +$32.6K +893 +2%
DADC
66
D.A. Davidson & Co
Montana
$2.02M +$213K +5,829 +13%
CCC
67
Compass Capital Corp
Massachusetts
$1.89M +$66K +1,811 +4%
LAMC
68
Longview Asset Management (California)
California
$1.87M -$328K -8,993 -16%
BWA
69
Babb Wealth Advisors
Arizona
$1.83M +$4.45K +122 +0.3%
FCG
70
Financial Connections Group
California
$1.79M +$1M +27,442 +151%
VCP
71
Vista Capital Partners
Oregon
$1.78M +$1.65M +45,256 New
PAG
72
Private Advisor Group
New Jersey
$1.69M +$33.3K +914 +2%
SC
73
Savant Capital
Illinois
$1.62M +$103K +2,833 +7%
MFA
74
Morling Financial Advisors
California
$1.58M +$55.9K +1,532 +4%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$1.56M +$1.11M +30,502 +331%