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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
76
Diversify Wealth Management
Utah
$685K +$692K +20,413 New
Jane Street
77
Jane Street
New York
$673K -$218K -6,447 -25%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$654K +$67.8K +2,001 +12%
LWA
79
Ledgewood Wealth Advisors
New Hampshire
$632K
HNWA
80
Henrickson Nauta Wealth Advisors
Michigan
$619K +$14.9K +440 +3%
CG
81
Caprock Group
Idaho
$575K +$559K +16,500 New
OWM
82
Opes Wealth Management
California
$575K +$2.88K +85 +0.5%
Stifel Financial
83
Stifel Financial
Missouri
$509K +$10.9K +321 +2%
FFM
84
Flagstone Financial Management
Nebraska
$496K +$262K +7,742 +119%
SC
85
Savant Capital
Illinois
$493K +$157K +4,647 +49%
NRWA
86
North Ridge Wealth Advisors
Oregon
$484K -$11.8K -347 -2%
FG
87
Foster Group
Iowa
$465K +$452K +13,338 New
GA
88
Greenspring Advisors
Maryland
$445K
FCG
89
Financial Connections Group
California
$421K -$226K -6,667 -36%
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$413K -$15K -443 -4%
RWM
91
Ruedi Wealth Management
Illinois
$390K
TIM
92
Tortoise Investment Management
New York
$383K
KAS
93
Kestra Advisory Services
Texas
$382K
PCM
94
Passive Capital Management
Maryland
$376K
AF
95
Advisornet Financial
Minnesota
$347K -$8.47K -250 -2%
PCIA
96
Prime Capital Investment Advisors
Kansas
$342K -$5.18K -153 -2%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$340K -$5.08K -150 -2%
CCMI
98
Creative Capital Management Investments
California
$327K
Mariner
99
Mariner
Kansas
$283K
FWP
100
Family Wealth Partners
North Carolina
$270K +$36.5K +1,077 +16%