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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$34.2K -937 -3%
VBA
102
von Borstel & Associates
Oregon
$1.04M +$36.6K +1,004 +4%
FFG
103
Fiduciary Financial Group
California
$1.03M +$117K +3,212 +14%
AFG
104
Altiora Financial Group
Ohio
$1.02M
MWA
105
Mills Wealth Advisors
Texas
$1.02M +$41.3K +1,133 +5%
HNWA
106
Henrickson Nauta Wealth Advisors
Michigan
$969K -$263K -7,209 -23%
JAA
107
Joel Adams & Associates
North Carolina
$915K +$7.99K +219 +0.9%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$915K -$27.4K -752 -3%
BRIA
109
Balanced Rock Investment Advisors
Massachusetts
$914K +$80.2K +2,200 +10%
HIF
110
Hill Island Financial
Michigan
$909K -$48.1K -1,318 -5%
OCM
111
Orion Capital Management
California
$895K +$16.9K +463 +2%
CI
112
Cordant Inc
Oregon
$858K +$83.2K +2,281 +12%
MWM
113
Meritas Wealth Management
California
$848K
BA
114
Bridgewater Advisors
New York
$795K -$53.5K -1,467 -7%
KP
115
Keel Point
Alabama
$793K
IAG
116
Investment Advisory Group
Massachusetts
$787K
Bank of America
117
Bank of America
North Carolina
$748K -$5.4K -148 -0.8%
HCM
118
Hicks Capital Management
Ohio
$723K -$27.2K -746 -4%
LWA
119
Ledgewood Wealth Advisors
New Hampshire
$712K
FFP
120
Freedom Financial Partners
Minnesota
$700K +$117K +3,217 +22%
OWM
121
Opes Wealth Management
California
$698K +$2.73K +75 +0.4%
Raymond James Financial
122
Raymond James Financial
Florida
$696K -$4.18M -114,663 -87%
CCMI
123
Creative Capital Management Investments
California
$681K +$5K +137 +0.8%
BGWM
124
Bridge Generations Wealth Management
Florida
$673K
Creative Planning
125
Creative Planning
Kansas
$649K +$10.6K +291 +2%