We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Passive Capital Management
Maryland
$459K
WCM
152
Warburton Capital Management
Oklahoma
$428K +$21.5K +525 +5%
SPA
153
Shore Point Advisors
New Jersey
$415K -$26.2K -640 -6%
Brown Advisory
154
Brown Advisory
Maryland
$411K +$53.5K +1,307 +16%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$394K -$11.8K -288 -3%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$391K -$1.25M -30,525 -77%
FWP
157
Family Wealth Partners
North Carolina
$390K +$27.2K +665 +8%
AWM
158
Austin Wealth Management
Texas
$384K +$68.6K +1,677 +23%
CCM
159
Colorado Capital Management
Colorado
$382K +$8.55K +209 +2%
RWM
160
Rockwood Wealth Management
Pennsylvania
$379K +$151K +3,702 +71%
VIA
161
Vickerman Investment Advisors
Washington
$372K +$359K +8,768 New
PCIA
162
Prime Capital Investment Advisors
Kansas
$367K -$20.5K -501 -5%
TCM
163
Towneley Capital Management
California
$365K +$12.4K +303 +4%
KFGG
164
Keystone Financial Group (Georgia)
Georgia
$357K +$818 +20 +0.2%
NW
165
NewEdge Wealth
Pennsylvania
$343K
CMP
166
Coston McIsaac & Partners
Maine
$337K +$3.44K +84 +1%
MCM
167
Morton Capital Management
California
$333K +$22.2K +543 +7%
AWP
168
Astra Wealth Partners
New Jersey
$328K
MSWM
169
McGlone Suttner Wealth Management
Wisconsin
$311K
LWP
170
Laurel Wealth Planning
Minnesota
$308K
BAWC
171
Boyce & Associates Wealth Consulting
Texas
$307K +$18.2K +446 +7%
EWA
172
Exencial Wealth Advisors
Oklahoma
$307K
GWM
173
Grand Wealth Management
Michigan
$304K +$82 +2 +0%
QWM
174
Quadcap Wealth Management
Texas
$304K
Citadel Advisors
175
Citadel Advisors
Florida
$299K +$72.3K +1,768 +34%