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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHWM
126
Pine Harbor Wealth Management
Maryland
$620K +$365 +10 +0.1%
Mariner
127
Mariner
Kansas
$557K +$196K +5,366 +61%
HCM
128
Hutchinson Capital Management
California
$556K
FG
129
Foster Group
Iowa
$546K +$21.8K +599 +5%
RWM
130
Ruedi Wealth Management
Illinois
$541K +$3.87K +106 +0.8%
MA
131
McGrath & Associates
North Carolina
$531K +$43.3K +1,188 +10%
Osaic Holdings
132
Osaic Holdings
Arizona
$524K
TWD
133
True Wealth Design
Ohio
$507K +$217K +5,945 +85%
HighTower Advisors
134
HighTower Advisors
Illinois
$502K +$145K +3,986 +45%
HCA
135
Heck Capital Advisors
Wisconsin
$500K -$182 -5 -0%
GWA
136
Geometric Wealth Advisors
District of Columbia
$458K +$31.6K +868 +8%
MFC
137
Morris Financial Concepts
South Carolina
$456K +$13.5K +370 +3%
CGL
138
Clarius Group LLC
Washington
$455K -$60.9K -1,670 -13%
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$451K
GWS
140
Glassman Wealth Services
Virginia
$447K +$147K +4,037 +55%
AQR Capital Management
141
AQR Capital Management
Connecticut
$432K +$401K +11,006 New
TIM
142
Tortoise Investment Management
New York
$432K
KAS
143
Kestra Advisory Services
Texas
$431K +$547 +15 +0.1%
EFP
144
Envision Financial Planning
Tennessee
$430K +$984 +27 +0.2%
PCM
145
Passive Capital Management
Maryland
$427K
SPA
146
Shore Point Advisors
New Jersey
$408K -$37.6K -1,030 -9%
WCM
147
Warburton Capital Management
Oklahoma
$386K +$28K +768 +9%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$375K +$875 +24 +0.3%
PCIA
149
Prime Capital Investment Advisors
Kansas
$359K
CCM
150
Colorado Capital Management
Colorado
$345K +$84.7K +2,323 +36%