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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAWC
151
Boyce & Associates Wealth Consulting
Texas
$251K +$254K +6,627 New
VWM
152
Verus Wealth Management
Wisconsin
$250K +$253K +6,600 New
SOAG
153
Silver Oak Advisory Group
Oregon
$248K +$920 +24 +0.4%
AAM
154
Austin Asset Management
Texas
$246K
SPI
155
Sutton Place Investors
New York
$242K -$20.5K -535 -8%
JP Morgan Chase
156
JP Morgan Chase
New York
$241K -$20.8K -544 -8%
EWA
157
Exencial Wealth Advisors
Oklahoma
$226K
PWS
158
Physician Wealth Solutions
Nevada
$220K
HA
159
Herold Advisors
New York
$216K
AF
160
Allworth Financial
California
$214K +$97.8K +2,552 +88%
TFM
161
Trademark Financial Management
Minnesota
$212K
TC
162
TownSquare Capital
Utah
$208K +$210K +5,493 New
GWS
163
Glassman Wealth Services
Virginia
$206K +$41.6K +1,085 +25%
SFG
164
SNS Financial Group
Minnesota
$205K +$207K +5,411 New
SWM
165
Sterling Wealth Management
Illinois
$200K +$203K +5,288 New
EWP
166
Elevation Wealth Partners
California
$191K +$690 +18 +0.4%
CW
167
Curio Wealth
Maryland
$187K +$189K +4,944 New
RTL
168
Red Tortoise LLC
Georgia
$181K +$575 +15 +0.3%
JWA
169
JFS Wealth Advisors
Pennsylvania
$179K
GWM
170
Grand Wealth Management
Michigan
$152K +$52.5K +1,371 +52%
RLIM
171
Red Lighthouse Investment Management
New York
$142K
MFA
172
McClarren Financial Advisors
Pennsylvania
$141K +$14.3K +373 +9%
CMP
173
Coston McIsaac & Partners
Maine
$133K +$135K +3,524 New
CA
174
Clearstead Advisors
Ohio
$130K
LI
175
LRI Investments
Florida
$130K +$14.5K +378 +12%