We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BGWM
126
Bridge Generations Wealth Management
Florida
$728K
Creative Planning
127
Creative Planning
Kansas
$696K -$5.97K -146 -0.9%
PHWM
128
Pine Harbor Wealth Management
Maryland
$671K
MF
129
Montis Financial
Massachusetts
$670K +$646K +15,786 New
HCM
130
Hutchinson Capital Management
California
$659K +$55.1K +1,347 +10%
RWM
131
Ruedi Wealth Management
Illinois
$642K +$54.9K +1,342 +10%
Osaic Holdings
132
Osaic Holdings
Arizona
$642K +$72.2K +1,765 +13%
SRCM
133
Signature Resources Capital Management
California
$624K +$486K +11,873 +422%
Mariner
134
Mariner
Kansas
$609K +$6.05K +148 +1%
GWA
135
Geometric Wealth Advisors
District of Columbia
$603K +$104K +2,535 +22%
DF
136
Define Financial
California
$585K +$563K +13,767 New
MA
137
McGrath & Associates
North Carolina
$578K +$4.17K +102 +0.8%
TIM
138
Tortoise Investment Management
New York
$546K +$76.1K +1,860 +17%
TWD
139
True Wealth Design
Ohio
$546K -$2.58K -63 -0.5%
GA
140
Greenspring Advisors
Maryland
$542K +$522K +12,767 New
HCA
141
Heck Capital Advisors
Wisconsin
$540K -$736 -18 -0.1%
EFP
142
Envision Financial Planning
Tennessee
$519K +$52K +1,272 +12%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$506K -$916K -22,382 -65%
JP Morgan Chase
144
JP Morgan Chase
New York
$506K +$210K +5,140 +76%
CGL
145
Clarius Group LLC
Washington
$498K +$5.16K +126 +1%
MFC
146
Morris Financial Concepts
South Carolina
$494K +$164 +4 +0%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$488K
HighTower Advisors
148
HighTower Advisors
Illinois
$481K -$59.9K -1,463 -11%
GWS
149
Glassman Wealth Services
Virginia
$472K -$10.5K -256 -2%
KAS
150
Kestra Advisory Services
Texas
$466K