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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAN
76
Wealth Advisors Northwest
Oregon
$1.3M +$139K +3,664 +11%
CFA
77
Cahill Financial Advisors
Minnesota
$1.22M +$191K +5,028 +17%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.21M +$1.02M +26,819 +379%
PWA
79
Physician Wealth Advisors
Utah
$1.19M -$19K -500 -1%
FFA
80
Farther Finance Advisors
California
$1.18M -$247K -6,508 -17%
RFP
81
Root Financial Partners
California
$1.15M +$631K +16,618 +107%
SRWM
82
Shira Ridge Wealth Management
California
$1.12M -$38K -1,000 -3%
WANY
83
Wealthspire Advisors (New York)
New York
$1.1M
VWM
84
Vermillion Wealth Management
Minnesota
$1.08M +$2.51K +66 +0.2%
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$1.07M +$636K +16,760 +111%
MGWA
86
Monument Group Wealth Advisors
Massachusetts
$1.04M +$7.97K +210 +0.7%
W
87
WPWealth
Texas
$1.03M +$318K +8,378 +41%
NRWA
88
North Ridge Wealth Advisors
Oregon
$1.01M -$4.03K -106 -0.4%
Stifel Financial
89
Stifel Financial
Missouri
$1.01M +$278K +7,328 +35%
SDWIA
90
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$999K +$6.34K +167 +0.6%
Jane Street
91
Jane Street
New York
$949K +$84.8K +2,233 +9%
AFG
92
Altiora Financial Group
Ohio
$931K
TWM
93
Tanager Wealth Management
United Kingdom
$924K +$26.7K +703 +3%
VBA
94
von Borstel & Associates
Oregon
$894K +$31.1K +819 +3%
MWA
95
Mills Wealth Advisors
Texas
$887K +$8.09K +213 +0.9%
HIF
96
Hill Island Financial
Michigan
$877K +$930K +24,486 New
RCAG
97
Rehmann Capital Advisory Group
Michigan
$862K +$19.4K +512 +2%
JAA
98
Joel Adams & Associates
North Carolina
$827K +$11.9K +314 +1%
OCM
99
Orion Capital Management
California
$800K -$40.8K -1,074 -5%
MWM
100
Meritas Wealth Management
California
$773K +$336K +8,843 +69%