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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$181K +$188K +6,508 New
JP Morgan Chase
77
JP Morgan Chase
New York
$153K +$46.7K +1,614 +41%
JWA
78
JFS Wealth Advisors
Pennsylvania
$131K -$24.4K -843 -15%
RTL
79
Red Tortoise LLC
Georgia
$130K +$491 +17 +0.4%
AFS
80
Annapolis Financial Services
Maryland
$129K
CCMI
81
Creative Capital Management Investments
California
$126K +$50K +1,730 +62%
Osaic Holdings
82
Osaic Holdings
Arizona
$117K +$49.1K +1,699 +68%
MFA
83
McClarren Financial Advisors
Pennsylvania
$115K +$434 +15 +0.4%
RLIM
84
Red Lighthouse Investment Management
New York
$104K
Wells Fargo
85
Wells Fargo
California
$96.9K
EWP
86
Elevation Wealth Partners
California
$68.5K +$48K +1,660 +205%
CPA
87
Cardiff Park Advisors
California
$26.6K +$116 +4 +0.4%
NSG
88
Nalls Sherbakoff Group
Tennessee
$25.7K
LFA
89
Level Financial Advisors
New York
$22.9K
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$8K +$8.04K +278 New
GWS
92
Glassman Wealth Services
Virginia
$7.91K
US Bancorp
93
US Bancorp
Minnesota
$7.27K +$7.57K +262 New
GJIA
94
Glass Jacobson Investment Advisors
Maryland
$6.49K
SFC
95
SYM Financial Corp
Indiana
$3.33K
Bank of America
96
Bank of America
North Carolina
$777 +$809 +28 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$28 +$29 +1 New
QC
98
Quent Capital
New York
$28 +$29 +1 New
Corient Private Wealth
99
Corient Private Wealth
Florida
-$5.47M -190,696 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
-$2.21M -77,045 Closed