DFSU icon

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
176
Stratos Investment Management
Ohio
$598K -$13.2K -292 -2%
RWM
177
Rockwood Wealth Management
Pennsylvania
$584K +$88.2K +1,949 +18%
FMWA
178
Forvis Mazars Wealth Advisors
Missouri
$535K – – –
SFG
179
SNS Financial Group
Minnesota
$531K +$187K +4,132 +57%
GWM
180
Grand Wealth Management
Michigan
$521K +$182K +4,025 +56%
WCM
181
Warburton Capital Management
Oklahoma
$518K +$1.18K +26 +0.2%
KAS
182
Kestra Advisory Services
Texas
$512K – – –
HCA
183
Heck Capital Advisors
Wisconsin
$491K -$60K -1,326 -11%
BRPW
184
Ballast Rock Private Wealth
South Carolina
$478K – – –
TWD
185
True Wealth Design
Ohio
$474K -$7.64K -169 -2%
PCM
186
Passive Capital Management
Maryland
$469K – – –
CCM
187
Colorado Capital Management
Colorado
$463K -$33.2K -735 -7%
SOAG
188
Silver Oak Advisory Group
Oregon
$449K -$293K -6,471 -40%
SPA
189
Shore Point Advisors
New Jersey
$443K -$6.92K -153 -2%
AWM
190
Austin Wealth Management
Texas
$438K +$8.73K +193 +2%
GPA
191
Garrison Point Advisors
California
$437K +$424K +9,364 New
TP
192
Trailhead Planners
Minnesota
$433K +$4.12K +91 +1%
TCM
193
Towneley Capital Management
California
$412K -$1.09K -24 -0.3%
GWA
194
Geometric Wealth Advisors
District of Columbia
$410K +$8.28K +183 +2%
WAP
195
Wealthcare Advisory Partners
Pennsylvania
$406K +$859 +19 +0.2%
KFGG
196
Keystone Financial Group (Georgia)
Georgia
$399K +$905 +20 +0.2%
ACC
197
Acorn Creek Capital
Colorado
$388K +$18.5K +410 +5%
PCIA
198
Prime Capital Investment Advisors
Kansas
$374K -$452 -10 -0.1%
FF
199
Foundry Financial
California
$372K – – –
CMP
200
Coston McIsaac & Partners
Maine
$371K +$317 +7 +0.1%
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