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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
101
Morling Financial Advisors
California
$1.89M +$47.9K +1,060 +3%
PWMG
102
Private Wealth Management Group
New Jersey
$1.89M +$1.83M +40,482 New
NA
103
NewEdge Advisors
Louisiana
$1.87M -$270K -5,972 -13%
TWA
104
Trellis Wealth Advisors
California
$1.82M -$2.31K -51 -0.1%
WC
105
Wolfstich Capital
Massachusetts
$1.79M -$11.8K -261 -0.7%
CFGA
106
Cambridge Financial Group (Arizona)
Arizona
$1.76M +$126K +2,789 +8%
MGWA
107
Monument Group Wealth Advisors
Massachusetts
$1.73M -$1.45M -32,019 -82%
SIP
108
Sellwood Investment Partners
Oregon
$1.69M -$208K -4,588 -11%
GA
109
Greenspring Advisors
Maryland
$1.69M +$77.5K +1,714 +5%
MAC
110
Mason & Associates (California)
California
$1.68M +$117K +2,580 +8%
MFC
111
Morris Financial Concepts
South Carolina
$1.64M +$73.6K +1,627 +5%
MWA
112
Mills Wealth Advisors
Texas
$1.58M +$129K +2,842 +9%
BRIA
113
Balanced Rock Investment Advisors
Massachusetts
$1.55M +$123K +2,728 +9%
Stifel Financial
114
Stifel Financial
Missouri
$1.53M -$143K -3,152 -9%
BA
115
Bridgewater Advisors
New York
$1.44M +$26.3K +582 +2%
PWA
116
Physician Wealth Advisors
Utah
$1.44M -$22.2K -490 -2%
EFP
117
EnRich Financial Partners
Wisconsin
$1.43M -$79.7K -1,763 -5%
FFG
118
Fiduciary Financial Group
California
$1.42M -$14.7K -324 -1%
HNWA
119
Henrickson Nauta Wealth Advisors
Michigan
$1.4M +$1.95K +43 +0.1%
W
120
WPWealth
Texas
$1.35M +$3.3K +73 +0.3%
MJFG
121
Mars Jewett Financial Group
Washington
$1.32M +$1.28M +28,241 New
RCAG
122
Rehmann Capital Advisory Group
Michigan
$1.31M +$40.7K +900 +3%
FPI
123
Financial Plan Inc
Washington
$1.3M +$162K +3,575 +15%
OPF
124
Old Peak Finance
North Carolina
$1.26M +$216K +4,784 +21%
HighTower Advisors
125
HighTower Advisors
Illinois
$1.26M +$85.4K +1,888 +8%