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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$1.12M -$221K -5,406 -17%
TWM
102
Tanager Wealth Management
United Kingdom
$1.11M -$76.5K -1,871 -7%
SDWIA
103
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.11M -$37.6K -920 -3%
AFG
104
Altiora Financial Group
Ohio
$1.1M
MWA
105
Mills Wealth Advisors
Texas
$1.1M
HNWA
106
Henrickson Nauta Wealth Advisors
Michigan
$1.1M +$47.1K +1,151 +5%
XPN
107
XY Planning Network
Montana
$1.1M
VBA
108
von Borstel & Associates
Oregon
$1.09M -$24.5K -599 -2%
Raymond James Financial
109
Raymond James Financial
Florida
$1.08M +$311K +7,597 +43%
VWM
110
Vermillion Wealth Management
Minnesota
$1.02M -$397K -9,705 -29%
JAA
111
Joel Adams & Associates
North Carolina
$997K +$6.1K +149 +0.6%
SIM
112
Stratos Investment Management
Ohio
$945K -$424K -10,363 -32%
OCM
113
Orion Capital Management
California
$941K -$25.9K -633 -3%
MWM
114
Meritas Wealth Management
California
$917K
VT
115
Vise Technologies
New York
$882K +$849K +20,761 New
BA
116
Bridgewater Advisors
New York
$866K +$32K +781 +4%
IAG
117
Investment Advisory Group
Massachusetts
$852K
Bank of America
118
Bank of America
North Carolina
$810K
HCM
119
Hicks Capital Management
Ohio
$782K
CI
120
Cordant Inc
Oregon
$775K -$148K -3,610 -17%
LWA
121
Ledgewood Wealth Advisors
New Hampshire
$770K
OWM
122
Opes Wealth Management
California
$759K +$4.09K +100 +0.6%
FFP
123
Freedom Financial Partners
Minnesota
$757K -$82 -2 -0%
WANY
124
Wealthspire Advisors (New York)
New York
$749K -$422K -10,314 -37%
CCMI
125
Creative Capital Management Investments
California
$735K -$1.68K -41 -0.2%