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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
101
Hutchinson Capital Management
California
$270K
ACC
102
Acorn Creek Capital
Colorado
$264K +$2.81K +83 +1%
TCM
103
Towneley Capital Management
California
$257K -$6.47K -191 -3%
LWP
104
Laurel Wealth Planning
Minnesota
$253K -$56.8K -1,675 -19%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$247K
MWM
106
Meritas Wealth Management
California
$243K -$19K -560 -7%
SPI
107
Sutton Place Investors
New York
$242K -$1.76K -52 -0.7%
JP Morgan Chase
108
JP Morgan Chase
New York
$242K
HighTower Advisors
109
HighTower Advisors
Illinois
$240K
FFA
110
Farther Finance Advisors
California
$227K
AAM
111
Austin Asset Management
Texas
$227K +$220K +6,500 New
SOAG
112
Silver Oak Advisory Group
Oregon
$226K +$542 +16 +0.2%
EFP
113
Envision Financial Planning
Tennessee
$218K +$212K +6,246 New
Millennium Management
114
Millennium Management
New York
$212K +$206K +6,076 New
EWA
115
Exencial Wealth Advisors
Oklahoma
$209K +$203K +5,990 New
PWS
116
Physician Wealth Solutions
Nevada
$202K +$197K +5,800 New
RTL
117
Red Tortoise LLC
Georgia
$165K +$373 +11 +0.2%
JWA
118
JFS Wealth Advisors
Pennsylvania
$164K
MFA
119
McClarren Financial Advisors
Pennsylvania
$146K +$1.15K +34 New
GWS
120
Glassman Wealth Services
Virginia
$141K +$8.78K +259 +7%
RLIM
121
Red Lighthouse Investment Management
New York
$130K
TWD
122
True Wealth Design
Ohio
$130K
BAM
123
Belpointe Asset Management
Nevada
$123K +$119K +3,523 New
CCA
124
Criterion Capital Advisors
Tennessee
$123K +$610 +18 +0.5%
CA
125
Clearstead Advisors
Ohio
$119K