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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOAG
151
Silver Oak Advisory Group
Oregon
$597K +$349K +8,124 +144%
MA
152
McGrath & Associates
North Carolina
$593K +$1.42K +33 +0.2%
NW
153
NewEdge Wealth
Pennsylvania
$572K +$222K +5,180 +65%
DF
154
Define Financial
California
$556K -$41.4K -964 -7%
GWS
155
Glassman Wealth Services
Virginia
$553K +$69.4K +1,618 +15%
HCA
156
Heck Capital Advisors
Wisconsin
$528K -$24.3K -565 -4%
CGL
157
Clarius Group LLC
Washington
$509K +$129 +3 +0%
MFC
158
Morris Financial Concepts
South Carolina
$505K +$172 +4 +0%
FMWA
159
Forvis Mazars Wealth Advisors
Missouri
$499K
HighTower Advisors
160
HighTower Advisors
Illinois
$493K +$858 +20 +0.2%
WCM
161
Warburton Capital Management
Oklahoma
$480K +$42.1K +981 +10%
EWP
162
E-Wealth Partners
Minnesota
$477K +$472K +10,991 New
KAS
163
Kestra Advisory Services
Texas
$477K
Cambridge Investment Research Advisors
164
Cambridge Investment Research Advisors
Iowa
$471K +$71K +1,653 +18%
Jane Street
165
Jane Street
New York
$469K +$464K +10,808 New
PCM
166
Passive Capital Management
Maryland
$469K
TWD
167
True Wealth Design
Ohio
$462K -$95.1K -2,216 -17%
RWM
168
Rockwood Wealth Management
Pennsylvania
$452K +$63.8K +1,487 +17%
BRPW
169
Ballast Rock Private Wealth
South Carolina
$445K +$440K +10,241 New
HIA
170
HTG Investment Advisors
Connecticut
$426K +$160K +3,716 +61%
SPA
171
Shore Point Advisors
New Jersey
$424K +$43 +1 +0%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$403K +$858 +20 +0.2%
AWM
173
Austin Wealth Management
Texas
$402K +$858 +20 +0.2%
FWP
174
Family Wealth Partners
North Carolina
$401K +$2.02K +47 +0.5%
TP
175
Trailhead Planners
Minnesota
$399K +$395K +9,194 New