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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
151
Keystone Financial Group (Georgia)
Georgia
$335K +$766 +21 +0.3%
FWP
152
Family Wealth Partners
North Carolina
$334K +$27.5K +754 +10%
Brown Advisory
153
Brown Advisory
Maryland
$329K +$305K +8,374 New
TCM
154
Towneley Capital Management
California
$326K +$31.5K +865 +12%
NW
155
NewEdge Wealth
Pennsylvania
$321K +$28.7K +786 +11%
CMP
156
Coston McIsaac & Partners
Maine
$308K +$14.1K +386 +5%
AWP
157
Astra Wealth Partners
New Jersey
$303K +$281K +7,715 New
AWM
158
Austin Wealth Management
Texas
$297K -$8.5K -233 -3%
PWM
159
Perigon Wealth Management
California
$295K +$274K +7,517 New
MSWM
160
McGlone Suttner Wealth Management
Wisconsin
$287K +$267K +7,313 New
MCM
161
Morton Capital Management
California
$286K +$266K +7,293 New
LWP
162
Laurel Wealth Planning
Minnesota
$284K
EWA
163
Exencial Wealth Advisors
Oklahoma
$283K
SFG
164
SNS Financial Group
Minnesota
$283K +$33.3K +913 +15%
GWM
165
Grand Wealth Management
Michigan
$281K +$166K +4,544 +174%
QWM
166
Quadcap Wealth Management
Texas
$281K +$261K +7,148 New
MWM
167
MBE Wealth Management
Wisconsin
$273K
BAWC
168
Boyce & Associates Wealth Consulting
Texas
$266K +$5.72K +157 +2%
AWM
169
Avior Wealth Management
Nebraska
$266K +$73 +2 +0%
JP Morgan Chase
170
JP Morgan Chase
New York
$266K +$11.9K +327 +5%
AFA
171
Alpha Financial Advisors
North Carolina
$262K +$243K +6,671 New
VWM
172
Verus Wealth Management
Wisconsin
$259K
AAM
173
Austin Asset Management
Texas
$258K
SPI
174
Sutton Place Investors
New York
$258K +$4.63K +127 +2%
RSWA
175
Robinson Smith Wealth Advisors
Maine
$253K +$2.59K +71 +1%