We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
176
Forvis Mazars Wealth Advisors
Missouri
$535K – – –
SFG
177
SNS Financial Group
Minnesota
$531K +$187K +4,132 +57%
GWM
178
Grand Wealth Management
Michigan
$521K +$182K +4,025 +56%
WCM
179
Warburton Capital Management
Oklahoma
$518K +$1.18K +26 +0.2%
KAS
180
Kestra Advisory Services
Texas
$512K – – –
HCA
181
Heck Capital Advisors
Wisconsin
$491K -$60K -1,326 -11%
BRPW
182
Ballast Rock Private Wealth
South Carolina
$478K – – –
TWD
183
True Wealth Design
Ohio
$474K -$7.64K -169 -2%
PCM
184
Passive Capital Management
Maryland
$469K – – –
CCM
185
Colorado Capital Management
Colorado
$463K -$33.2K -735 -7%
SOAG
186
Silver Oak Advisory Group
Oregon
$449K -$293K -6,471 -40%
SPA
187
Shore Point Advisors
New Jersey
$443K -$6.92K -153 -2%
AWM
188
Austin Wealth Management
Texas
$438K +$8.73K +193 +2%
GPA
189
Garrison Point Advisors
California
$437K +$424K +9,364 New
TP
190
Trailhead Planners
Minnesota
$433K +$4.12K +91 +1%
TCM
191
Towneley Capital Management
California
$412K -$1.09K -24 -0.3%
GWA
192
Geometric Wealth Advisors
District of Columbia
$410K +$8.28K +183 +2%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$406K +$859 +19 +0.2%
KFGG
194
Keystone Financial Group (Georgia)
Georgia
$399K +$905 +20 +0.2%
ACC
195
Acorn Creek Capital
Colorado
$388K +$18.5K +410 +5%
PCIA
196
Prime Capital Investment Advisors
Kansas
$374K -$452 -10 -0.1%
FF
197
Foundry Financial
California
$372K – – –
CMP
198
Coston McIsaac & Partners
Maine
$371K +$317 +7 +0.1%
AFG
199
Atomi Financial Group
New York
$370K +$359K +7,926 New
MCM
200
Morton Capital Management
California
$370K +$90 +2 +0%
6 7
8
9 10