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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
126
Mariner
Kansas
$1.02M +$143K +3,318 +15%
MWM
127
Meritas Wealth Management
California
$1.01M +$102K +2,368 +11%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$1M +$965K +22,319 +1,090%
SDWIA
129
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1M +$46.1K +1,067 +5%
FPI
130
Financial Plan Inc
Washington
$1,000K +$217K +5,009 +26%
VWM
131
Vermillion Wealth Management
Minnesota
$996K +$2.46K +57 +0.2%
EC
132
Eaton-Cambridge
Arizona
$995K +$1.05M +24,220 New
CWA
133
Consilio Wealth Advisors
Washington
$975K +$1.03M +23,720 New
JP Morgan Chase
134
JP Morgan Chase
New York
$967K +$163K +3,768 +18%
OFG
135
Opulen Financial Group
Virginia
$933K +$982K +22,715 New
TWM
136
Tanager Wealth Management
United Kingdom
$916K -$994 -23 -0.1%
OPF
137
Old Peak Finance
North Carolina
$915K +$34.2K +792 +4%
TWP
138
TFO Wealth Partners
Ohio
$902K +$949K +21,946 New
Osaic Holdings
139
Osaic Holdings
Arizona
$883K +$174K +4,030 +23%
AF
140
Advisornet Financial
Minnesota
$880K -$236K -5,459 -20%
AFA
141
AA Financial Advisors
Ohio
$825K +$868K +20,068 New
IAG
142
Investment Advisory Group
Massachusetts
$824K
Bank of America
143
Bank of America
North Carolina
$783K -$49.7K -1,150 -6%
OCM
144
Orion Capital Management
California
$764K -$155K -3,589 -16%
EFP
145
Envision Financial Planning
Tennessee
$760K +$116K +2,675 +17%
HCM
146
Hicks Capital Management
Ohio
$756K
OWM
147
Opes Wealth Management
California
$750K +$13K +300 +2%
LWA
148
Ledgewood Wealth Advisors
New Hampshire
$745K -$86 -2 -0%
SRCM
149
Signature Resources Capital Management
California
$742K +$7.35K +170 +1%
FFP
150
Freedom Financial Partners
Minnesota
$740K +$5.88K +136 +0.8%