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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$239K +$218K +6,699 +2,690%
HighTower Advisors
102
HighTower Advisors
Illinois
$237K +$162 +5 +0.1%
FWP
103
Family Wealth Partners
North Carolina
$230K +$1.07K +33 +0.5%
SOAG
104
Silver Oak Advisory Group
Oregon
$224K +$211K +6,493 New
FFM
105
Flagstone Financial Management
Nebraska
$224K +$211K +6,496 New
FFA
106
Farther Finance Advisors
California
$223K
RTL
107
Red Tortoise LLC
Georgia
$163K +$260 +8 +0.2%
JWA
108
JFS Wealth Advisors
Pennsylvania
$162K
Osaic Holdings
109
Osaic Holdings
Arizona
$145K +$195 +6 +0.1%
GWS
110
Glassman Wealth Services
Virginia
$130K +$21.3K +657 +21%
RLIM
111
Red Lighthouse Investment Management
New York
$129K
TWD
112
True Wealth Design
Ohio
$128K -$4.55K -140 -4%
CCA
113
Criterion Capital Advisors
Tennessee
$120K +$50K +1,539 +79%
CA
114
Clearstead Advisors
Ohio
$116K +$111K +3,423 New
LI
115
LRI Investments
Florida
$105K +$98.8K +3,041 New
GJIA
116
Glass Jacobson Investment Advisors
Maryland
$94.6K +$81.8K +2,516 +1,075%
EWP
117
Elevation Wealth Partners
California
$83.9K -$942 -29 -1%
CMBA
118
C.M. Bidwell & Associates
Hawaii
$51.6K +$48.7K +1,500 New
CPA
119
Cardiff Park Advisors
California
$43.6K +$9.91K +305 +32%
SRCM
120
Signature Resources Capital Management
California
$13.9K
ACA
121
Aptus Capital Advisors
Alabama
$11.2K +$10.6K +326 New
AWM
122
Avior Wealth Management
Nebraska
$10.3K +$32 +1 +0.3%
UBS Group
123
UBS Group
Switzerland
$7.29K +$4.84K +149 +237%
SFC
124
SYM Financial Corp
Indiana
$4.13K
QC
125
Quent Capital
New York
$69 +$32 +1 +100%