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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
126
Foster Group
Iowa
$477K -$1.14K -30 -0.2%
CGL
127
Clarius Group LLC
Washington
$475K +$97.6K +2,570 +24%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$460K -$43.7K -1,151 -8%
GA
129
Greenspring Advisors
Maryland
$457K
HCA
130
Heck Capital Advisors
Wisconsin
$456K +$484K +12,736 New
MA
131
McGrath & Associates
North Carolina
$442K +$201K +5,286 +75%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$411K -$12.3K -324 -3%
SPA
133
Shore Point Advisors
New Jersey
$409K -$2.58K -68 -0.6%
MFC
134
Morris Financial Concepts
South Carolina
$403K +$23.6K +621 +6%
TIM
135
Tortoise Investment Management
New York
$394K
KAS
136
Kestra Advisory Services
Texas
$392K
EFP
137
Envision Financial Planning
Tennessee
$391K -$7.82K -206 -2%
GWA
138
Geometric Wealth Advisors
District of Columbia
$387K +$26.9K +709 +7%
PCM
139
Passive Capital Management
Maryland
$387K
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$341K +$362K +9,529 New
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$330K +$350K +9,223 New
PCIA
142
Prime Capital Investment Advisors
Kansas
$328K -$873 -23 -0.3%
Mariner
143
Mariner
Kansas
$316K
HighTower Advisors
144
HighTower Advisors
Illinois
$315K +$228 +6 +0.1%
WCM
145
Warburton Capital Management
Oklahoma
$314K +$7.37K +194 +2%
KFGG
146
Keystone Financial Group (Georgia)
Georgia
$299K +$683 +18 +0.2%
FWP
147
Family Wealth Partners
North Carolina
$278K +$6.61K +174 +2%
XPN
148
XY Planning Network
Montana
$277K -$17.4K -457 -6%
CMP
149
Coston McIsaac & Partners
Maine
$267K +$150K +3,951 +112%
AWM
150
Austin Wealth Management
Texas
$266K +$304 +8 +0.1%