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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
76
DiNuzzo Private Wealth
Pennsylvania
$2.59M +$5.38K +119 +0.2%
UWM
77
United Wealth Management
Virginia
$2.48M +$69.7K +1,541 +3%
VBA
78
von Borstel & Associates
Oregon
$2.47M +$889K +19,660 +59%
CCC
79
Compass Capital Corp
Massachusetts
$2.47M +$26.7K +590 +1%
MWM
80
Modera Wealth Management
New Jersey
$2.4M +$648K +14,328 +39%
RIM
81
RW Investment Management
Idaho
$2.39M +$41.8K +924 +2%
PHWA
82
Petersen Hastings Wealth Advisors
Washington
$2.3M -$678 -15 -0%
JAA
83
Joel Adams & Associates
North Carolina
$2.28M +$59.6K +1,318 +3%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$2.24M +$1.07M +23,716 +97%
PAG
85
Private Advisor Group
New Jersey
$2.22M -$269K -5,944 -11%
BJB
86
Broadhurst Jeffrey B
$2.2M -$5.47M -121,013 -72%
VCP
87
Vista Capital Partners
Oregon
$2.17M -$108K -2,388 -5%
SIS
88
Strategic Investment Solutions
Illinois
$2.14M -$15.1K -334 -0.7%
JP Morgan Chase
89
JP Morgan Chase
New York
$2.14M +$991K +21,912 +90%
XPN
90
XY Planning Network
Montana
$2.1M -$95.7K -2,115 -4%
Cerity Partners
91
Cerity Partners
New York
$2.1M +$2.04M +45,034 New
CFA
92
Cahill Financial Advisors
Minnesota
$2.09M +$479K +10,588 +31%
WAN
93
Wealth Advisors Northwest
Oregon
$2.06M +$163K +3,610 +9%
CCMI
94
Creative Capital Management Investments
California
$2M +$9.77K +216 +0.5%
DADC
95
D.A. Davidson & Co
Montana
$1.98M -$190K -4,205 -9%
FFA
96
Farther Finance Advisors
California
$1.95M -$190K -4,205 -9%
CI
97
Cordant Inc
Oregon
$1.94M +$410K +9,074 +28%
HIF
98
Hill Island Financial
Michigan
$1.93M +$432K +9,545 +30%
MFA
99
Morling Financial Advisors
California
$1.89M +$47.9K +1,060 +3%
PWMG
100
Private Wealth Management Group
New Jersey
$1.89M +$1.83M +40,482 New