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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
101
Fiduciary Financial Group
California
$765K -$760K -20,009 -47%
BRIA
102
Balanced Rock Investment Advisors
Massachusetts
$755K +$109K +2,873 +16%
BA
103
Bridgewater Advisors
New York
$747K -$214K -5,648 -21%
CG
104
Caprock Group
Idaho
$726K
KP
105
Keel Point
Alabama
$724K
IAG
106
Investment Advisory Group
Massachusetts
$718K -$8.2K -216 -1%
AF
107
Advisornet Financial
Minnesota
$705K +$182K +4,806 +32%
CI
108
Cordant Inc
Oregon
$701K +$115K +3,025 +18%
Bank of America
109
Bank of America
North Carolina
$688K +$729K +19,209 New
HCM
110
Hicks Capital Management
Ohio
$686K +$727K +19,156 New
LWA
111
Ledgewood Wealth Advisors
New Hampshire
$649K
FCG
112
Financial Connections Group
California
$649K +$224K +5,904 +48%
OWM
113
Opes Wealth Management
California
$634K +$17.5K +460 +3%
CCMI
114
Creative Capital Management Investments
California
$616K -$38.3K -1,008 -6%
BGWM
115
Bridge Generations Wealth Management
Florida
$614K -$570 -15 -0.1%
Creative Planning
116
Creative Planning
Kansas
$582K +$1.14K +30 +0.2%
PHWM
117
Pine Harbor Wealth Management
Maryland
$565K -$7.1K -187 -1%
FAFN
118
First Affirmative Financial Network
Colorado
$553K +$586K +15,442 New
FFM
119
Flagstone Financial Management
Nebraska
$550K +$12.9K +340 +2%
MWA
120
Monograph Wealth Advisors
California
$543K +$576K +15,175 New
FFP
121
Freedom Financial Partners
Minnesota
$523K +$1.22K +32 +0.2%
HCM
122
Hutchinson Capital Management
California
$508K
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$491K +$22.8K +600 +5%
RWM
124
Ruedi Wealth Management
Illinois
$489K +$51.2K +1,348 +11%
Osaic Holdings
125
Osaic Holdings
Arizona
$478K +$507K +13,353 New