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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$439K -$1.29K -36 -0.3%
SPA
102
Shore Point Advisors
New Jersey
$428K +$411K +11,501 New
RWM
103
Ruedi Wealth Management
Illinois
$423K +$7.04K +197 +2%
GWA
104
Geometric Wealth Advisors
District of Columbia
$411K +$395K +11,046 New
TIM
105
Tortoise Investment Management
New York
$409K
KAS
106
Kestra Advisory Services
Texas
$407K
EFP
107
Envision Financial Planning
Tennessee
$404K +$165K +4,615 +74%
PCM
108
Passive Capital Management
Maryland
$402K
AF
109
Advisornet Financial
Minnesota
$369K -$571 -16 -0.2%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$361K -$786 -22 -0.2%
PCIA
111
Prime Capital Investment Advisors
Kansas
$343K -$20.4K -571 -6%
Mariner
112
Mariner
Kansas
$328K +$24.9K +697 +9%
FWP
113
Family Wealth Partners
North Carolina
$289K +$429 +12 +0.2%
TCM
114
Towneley Capital Management
California
$289K +$13.4K +375 +5%
AWM
115
Austin Wealth Management
Texas
$277K +$268K +7,515 New
CGL
116
Clarius Group LLC
Washington
$274K +$263K +7,374 New
ACC
117
Acorn Creek Capital
Colorado
$271K -$10.2K -286 -4%
LWP
118
Laurel Wealth Planning
Minnesota
$269K
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$261K
HighTower Advisors
120
HighTower Advisors
Illinois
$257K
JP Morgan Chase
121
JP Morgan Chase
New York
$257K -$1.36K -38 -0.5%
SPI
122
Sutton Place Investors
New York
$257K -$1.36K -38 -0.5%
SOAG
123
Silver Oak Advisory Group
Oregon
$242K +$536 +15 +0.2%
AAM
124
Austin Asset Management
Texas
$242K
EWA
125
Exencial Wealth Advisors
Oklahoma
$222K -$893 -25 -0.4%