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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
126
Forvis Mazars Wealth Advisors
Missouri
$447K
SPA
127
Shore Point Advisors
New Jersey
$436K +$38 +1 +0%
EFP
128
Envision Financial Planning
Tennessee
$422K +$10.5K +275 +3%
TIM
129
Tortoise Investment Management
New York
$417K
KAS
130
Kestra Advisory Services
Texas
$415K
PCM
131
Passive Capital Management
Maryland
$409K
CGL
132
Clarius Group LLC
Washington
$405K +$127K +3,317 +45%
MFC
133
Morris Financial Concepts
South Carolina
$403K +$390K +10,191 +2,290%
GWA
134
Geometric Wealth Advisors
District of Columbia
$383K -$36.5K -953 -9%
PCIA
135
Prime Capital Investment Advisors
Kansas
$348K -$2.41K -63 -0.7%
Mariner
136
Mariner
Kansas
$334K
HighTower Advisors
137
HighTower Advisors
Illinois
$333K +$72.9K +1,903 +28%
WCM
138
Warburton Capital Management
Oklahoma
$325K +$329K +8,597 New
KFGG
139
Keystone Financial Group (Georgia)
Georgia
$317K +$320K +8,355 New
OMC
140
Old Mission Capital
Illinois
$311K +$314K +8,201 New
XPN
141
XY Planning Network
Montana
$310K +$314K +8,192 New
AWM
142
Austin Wealth Management
Texas
$295K +$4.1K +107 +1%
TCM
143
Towneley Capital Management
California
$293K -$1.57K -41 -0.5%
FWP
144
Family Wealth Partners
North Carolina
$288K -$6.74K -176 -2%
LWP
145
Laurel Wealth Planning
Minnesota
$275K
MADFP
146
Michael A Dubis Financial Planning
Wisconsin
$275K +$278K +7,253 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$268K
ACC
148
Acorn Creek Capital
Colorado
$267K -$9.16K -239 -3%
MA
149
McGrath & Associates
North Carolina
$267K +$270K +7,044 New
IWS
150
Integrity Wealth Solutions
Colorado
$258K +$261K +6,804 New