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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
76
Caprock Group
Idaho
$824K +$202K +5,660 +34%
TWM
77
Tanager Wealth Management
United Kingdom
$782K -$2K -56 -0.3%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$772K +$71.4K +2,000 +11%
IAG
79
Investment Advisory Group
Massachusetts
$754K
KP
80
Keel Point
Alabama
$751K
DADC
81
D.A. Davidson & Co
Montana
$751K -$48.3K -1,351 -6%
CCMI
82
Creative Capital Management Investments
California
$719K +$356K +9,975 +106%
Stifel Financial
83
Stifel Financial
Missouri
$718K +$168K +4,691 +32%
W
84
WPWealth
Texas
$708K +$680K +19,040 New
DWM
85
Diversify Wealth Management
Utah
$694K -$66.3K -1,855 -9%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$690K +$28K +783 +4%
LWA
87
Ledgewood Wealth Advisors
New Hampshire
$674K
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$673K +$646K +18,089 New
Osaic Holdings
89
Osaic Holdings
Arizona
$670K +$553K +15,481 +612%
OWM
90
Opes Wealth Management
California
$640K +$26.1K +730 +4%
PHWM
91
Pine Harbor Wealth Management
Maryland
$572K +$550K +15,394 New
SC
92
Savant Capital
Illinois
$571K +$42.8K +1,199 +8%
VBA
93
von Borstel & Associates
Oregon
$559K +$538K +15,050 New
FFM
94
Flagstone Financial Management
Nebraska
$552K +$21.5K +601 +4%
HCM
95
Hutchinson Capital Management
California
$527K +$230K +6,426 +83%
AWS
96
Atria Wealth Solutions
New York
$522K +$501K +14,034 New
FG
97
Foster Group
Iowa
$496K
MWM
98
Meritas Wealth Management
California
$490K +$222K +6,216 +89%
GA
99
Greenspring Advisors
Maryland
$475K
FCG
100
Financial Connections Group
California
$454K +$5.07K +142 +1%