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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$492K +$60.9K +1,873 +15%
NRWA
77
North Ridge Wealth Advisors
Oregon
$490K -$4.81K -148 -1%
GA
78
Greenspring Advisors
Maryland
$439K
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$423K -$13.1K -403 -3%
RWM
80
Ruedi Wealth Management
Illinois
$385K
TIM
81
Tortoise Investment Management
New York
$379K +$5.2K +160 +1%
KAS
82
Kestra Advisory Services
Texas
$377K +$13.7K +421 +4%
PCM
83
Passive Capital Management
Maryland
$372K
Betterment LLC
84
Betterment LLC
New York
$354K +$335K +10,299 New
AF
85
Advisornet Financial
Minnesota
$351K -$482K -14,845 -59%
GSC
86
Grey Street Capital
Illinois
$344K +$325K +10,000 New
PCIA
87
Prime Capital Investment Advisors
Kansas
$343K -$7.21K -222 -2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$340K +$48.9K +1,504 +18%
SC
89
Savant Capital
Illinois
$327K -$240K -7,375 -44%
CCMI
90
Creative Capital Management Investments
California
$322K +$142K +4,361 +87%
LWP
91
Laurel Wealth Planning
Minnesota
$307K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$302K +$286K +8,786 New
Mariner
93
Mariner
Kansas
$280K +$264K +8,128 New
AFG
94
Altiora Financial Group
Ohio
$275K +$260K +8,000 New
HCM
95
Hutchinson Capital Management
California
$267K
TCM
96
Towneley Capital Management
California
$261K +$6.82K +210 +3%
MWM
97
Meritas Wealth Management
California
$259K
ACC
98
Acorn Creek Capital
Colorado
$258K -$12.9K -398 -5%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$243K
SPI
100
Sutton Place Investors
New York
$241K +$227K +7,000 New