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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
126
Physician Wealth Solutions
Nevada
$218K – – –
HA
127
Herold Advisors
New York
$212K +$203K +5,697 New
TFM
128
Trademark Financial Management
Minnesota
$208K +$200K +5,595 New
JC
129
Jentner Corp
Ohio
$207K +$199K +5,580 New
EWP
130
Elevation Wealth Partners
California
$187K +$75K +2,099 +72%
RTL
131
Red Tortoise LLC
Georgia
$177K +$429 +12 +0.3%
JWA
132
JFS Wealth Advisors
Pennsylvania
$175K – – –
GWS
133
Glassman Wealth Services
Virginia
$162K +$11.4K +318 +8%
MFA
134
McClarren Financial Advisors
Pennsylvania
$156K +$149K +4,177 +12,285%
RLIM
135
Red Lighthouse Investment Management
New York
$139K – – –
TWD
136
True Wealth Design
Ohio
$138K – – –
BAM
137
Belpointe Asset Management
Nevada
$133K +$2.18K +61 +2%
CA
138
Clearstead Advisors
Ohio
$127K – – –
CCA
139
Criterion Capital Advisors
Tennessee
$123K – – –
BAM
140
Bellevue Asset Management
Washington
$122K – – –
LI
141
LRI Investments
Florida
$118K – – –
AF
142
Allworth Financial
California
$107K +$250 +7 +0.2%
GJIA
143
Glass Jacobson Investment Advisors
Maryland
$103K +$214 +6 +0.2%
GWM
144
Grand Wealth Management
Michigan
$98.4K +$15.8K +441 +20%
IA
145
IFP Advisors
Florida
$58.2K +$55.9K +1,565 New
CMBA
146
C.M. Bidwell & Associates
Hawaii
$55.8K – – –
CPA
147
Cardiff Park Advisors
California
$47.3K +$107 +3 +0.2%
SRCM
148
Signature Resources Capital Management
California
$41.2K +$250 +7 +0.6%
AWM
149
Avior Wealth Management
Nebraska
$30K +$18.1K +507 +169%
MFC
150
Morris Financial Concepts
South Carolina
$16.5K +$15.9K +445 New
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