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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Penobscot Wealth Management
Maine
$1.26M -$113K -2,960 -8%
WAN
77
Wealth Advisors Northwest
Oregon
$1.23M +$1.25M +32,527 New
SRWM
78
Shira Ridge Wealth Management
California
$1.23M -$16.7K -436 -1%
CFGA
79
Cambridge Financial Group (Arizona)
Arizona
$1.22M -$180K -4,707 -13%
WANY
80
Wealthspire Advisors (New York)
New York
$1.16M -$1.17M -30,618 -50%
VWM
81
Vermillion Wealth Management
Minnesota
$1.14M +$1.16M +30,199 New
CFA
82
Cahill Financial Advisors
Minnesota
$1.1M -$198K -5,180 -15%
MGWA
83
Monument Group Wealth Advisors
Massachusetts
$1.1M +$45.9K +1,199 +4%
MFA
84
Morling Financial Advisors
California
$1.08M +$88.4K +2,307 +9%
NRWA
85
North Ridge Wealth Advisors
Oregon
$1.08M +$32.3K +842 +3%
SDWIA
86
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.05M -$25.6K -668 -2%
BA
87
Bridgewater Advisors
New York
$1.01M +$1.03M +26,761 New
AFG
88
Altiora Financial Group
Ohio
$985K
TWM
89
Tanager Wealth Management
United Kingdom
$951K +$155K +4,050 +19%
MWA
90
Mills Wealth Advisors
Texas
$931K +$7.97K +208 +0.9%
Citadel Advisors
91
Citadel Advisors
Florida
$921K -$686K -17,893 -42%
Jane Street
92
Jane Street
New York
$920K -$855K -22,304 -48%
VBA
93
von Borstel & Associates
Oregon
$915K +$349K +9,101 +60%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$893K +$107K +2,801 +13%
OCM
95
Orion Capital Management
California
$887K -$15.4K -403 -2%
JAA
96
Joel Adams & Associates
North Carolina
$864K +$873K +22,791 New
DADC
97
D.A. Davidson & Co
Montana
$796K +$30K +784 +4%
Stifel Financial
98
Stifel Financial
Missouri
$791K +$60.5K +1,579 +8%
W
99
WPWealth
Texas
$776K +$55K +1,435 +8%
IAG
100
Investment Advisory Group
Massachusetts
$768K