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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
151
E-Wealth Partners
Minnesota
$850K +$327K +7,229 +66%
LWA
152
Ledgewood Wealth Advisors
New Hampshire
$846K +$905 +20 +0.1%
BGWM
153
Bridge Generations Wealth Management
Florida
$837K – – –
GS
154
GTS Securities
Florida
$827K -$333K -7,371 -29%
THL
155
Tillman Hartley LLC
Colorado
$801K +$777K +17,174 New
TIM
156
Tortoise Investment Management
New York
$793K -$9.95K -220 -1%
MML Investors Services
157
MML Investors Services
Massachusetts
$792K -$668K -14,769 -47%
RWM
158
Ruedi Wealth Management
Illinois
$784K -$29.3K -647 -4%
LNWTC
159
Laird Norton Wetherby Trust Company
Washington
$753K +$730K +16,150 New
MF
160
Montis Financial
Massachusetts
$736K – – –
FFP
161
Freedom Financial Partners
Minnesota
$727K -$109K -2,419 -13%
GWS
162
Glassman Wealth Services
Virginia
$713K +$63.2K +1,397 +10%
HIA
163
HTG Investment Advisors
Connecticut
$711K +$121K +2,668 +21%
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$706K +$335K +7,404 +96%
PHWM
165
Pine Harbor Wealth Management
Maryland
$699K – – –
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$682K -$8.96K -198 -1%
HCM
167
Hutchinson Capital Management
California
$679K – – –
HWM
168
HB Wealth Management
Georgia
$677K +$657K +14,521 New
NW
169
NewEdge Wealth
Pennsylvania
$676K – – –
FWP
170
Family Wealth Partners
North Carolina
$670K +$11.7K +258 +2%
APFP
171
Action Point Financial Planning
Michigan
$667K -$52.6K -1,163 -8%
MA
172
McGrath & Associates
North Carolina
$643K +$1.4K +31 +0.2%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$607K +$581K +12,835 +6,938%
VPWA
174
Vestia Personal Wealth Advisors
Indiana
$601K +$53K +1,171 +10%
DF
175
Define Financial
California
$600K +$1.22K +27 +0.2%