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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGW
51
MB Generational Wealth
Washington
$4.31M +$251K +5,796 +6%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$4.06M +$93.4K +2,160 +2%
NCM
53
Northland Capital Management
Minnesota
$4.03M -$1.43M -33,081 -25%
AA
54
Addison Advisors
Vermont
$4.01M +$101K +2,336 +2%
TI
55
Truepoint Inc
Ohio
$3.8M +$21K +486 +0.5%
CPIG
56
Chicago Partners Investment Group
Illinois
$3.74M +$70.4K +1,628 +2%
SSC
57
Syverson Strege & Co
Iowa
$3.61M -$4.02K -93 -0.1%
PWM
58
Perigon Wealth Management
California
$3.57M +$911K +21,065 +32%
Raymond James Financial
59
Raymond James Financial
Florida
$3.51M +$319K +7,384 +9%
WUW
60
Wheels Up Wealth
California
$3.44M -$13.5K -313 -0.4%
LAMC
61
Longview Asset Management (California)
California
$2.93M +$384K +8,882 +14%
BEW
62
Burton Enright Welch
California
$2.89M +$456K +10,557 +18%
LFA
63
Level Financial Advisors
New York
$2.8M -$50.3K -1,164 -2%
PFG
64
Premier Financial Group
California
$2.8M +$55.3K +1,278 +2%
ADL
65
Asset Dedication LLC
California
$2.67M -$856K -19,811 -23%
PGFG
66
Pine Grove Financial Group
Minnesota
$2.62M +$52.4K +1,213 +2%
BWA
67
Babb Wealth Advisors
Arizona
$2.62M +$205K +4,748 +8%
FWMP
68
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.49M +$34.8K +805 +1%
VT
69
Vise Technologies
New York
$2.46M – – –
SCA
70
Sensenig Capital Advisors
Pennsylvania
$2.46M -$361K -8,347 -12%
SF
71
SeedSafe Financial
Texas
$2.32M -$10.2K -237 -0.4%
CCC
72
Compass Capital Corp
Massachusetts
$2.28M +$45.9K +1,061 +2%
DPW
73
DiNuzzo Private Wealth
Pennsylvania
$2.27M +$208K +4,817 +10%
B
74
BetterWealth
California
$2.27M -$28.1K -649 -1%
FFM
75
Flagstone Financial Management
Nebraska
$2.22M +$88.9K +2,056 +4%