We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
151
Towneley Capital Management
California
$266K -$10.9K -286 -4%
GWS
152
Glassman Wealth Services
Virginia
$263K +$72.2K +1,902 +35%
MADFP
153
Michael A Dubis Financial Planning
Wisconsin
$260K
LWP
154
Laurel Wealth Planning
Minnesota
$260K
EWA
155
Exencial Wealth Advisors
Oklahoma
$259K +$47.7K +1,256 +21%
NW
156
NewEdge Wealth
Pennsylvania
$258K +$274K +7,205 New
TWD
157
True Wealth Design
Ohio
$249K +$154K +4,057 +140%
MWM
158
MBE Wealth Management
Wisconsin
$249K +$264K +6,957 New
ACC
159
Acorn Creek Capital
Colorado
$246K -$6.57K -173 -2%
AWM
160
Avior Wealth Management
Nebraska
$242K +$231K +6,081 +888%
BAWC
161
Boyce & Associates Wealth Consulting
Texas
$237K
VWM
162
Verus Wealth Management
Wisconsin
$236K
AAM
163
Austin Asset Management
Texas
$236K +$3.23K +85 +1%
CCM
164
Colorado Capital Management
Colorado
$231K +$245K +6,457 New
SPI
165
Sutton Place Investors
New York
$231K +$2.47K +65 +1%
JP Morgan Chase
166
JP Morgan Chase
New York
$231K +$2.81K +74 +1%
RSWA
167
Robinson Smith Wealth Advisors
Maine
$228K +$242K +6,380 New
SFG
168
SNS Financial Group
Minnesota
$225K +$33.2K +875 +16%
PWS
169
Physician Wealth Solutions
Nevada
$208K
HA
170
Herold Advisors
New York
$204K
IWS
171
Integrity Wealth Solutions
Colorado
$204K -$42.5K -1,119 -16%
PWM
172
Penobscot Wealth Management
Maine
$203K -$1.05M -27,612 -83%
TFM
173
Trademark Financial Management
Minnesota
$200K
SOAG
174
Silver Oak Advisory Group
Oregon
$200K -$35.5K -936 -14%
AF
175
Allworth Financial
California
$190K +$456 +12 +0.2%