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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Bellevue Asset Management
Washington
$124K
CCA
177
Criterion Capital Advisors
Tennessee
$123K
TWD
178
True Wealth Design
Ohio
$110K -$31.1K -812 -22%
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$105K +$383 +10 +0.4%
PWM
180
Parkworth Wealth Management
California
$83.2K +$84.1K +2,195 New
IA
181
IFP Advisors
Florida
$74.5K +$15.3K +400 +26%
RWM
182
Rialto Wealth Management
New York
$72.8K +$73.6K +1,920 New
MWA
183
Medallion Wealth Advisors
Connecticut
$66.7K +$67.5K +1,761 New
CMBA
184
C.M. Bidwell & Associates
Hawaii
$56.9K
CPA
185
Cardiff Park Advisors
California
$48.4K +$153 +4 +0.3%
SRCM
186
Signature Resources Capital Management
California
$43.2K +$1.15K +30 +3%
GWSG
187
GPS Wealth Strategies Group
Colorado
$26.7K +$27K +704 New
AWM
188
Avior Wealth Management
Nebraska
$26K -$4.67K -122 -15%
ACM
189
Anfield Capital Management
California
$13.3K
ACA
190
Aptus Capital Advisors
Alabama
$12.4K
EWA
191
Elevate Wealth Advisory
Georgia
$11.1K
UBS Group
192
UBS Group
Switzerland
$10.4K +$10.5K +274 New
PS
193
Pinney & Scofield
Massachusetts
$6.31K +$6.36K +166 New
SFC
194
SYM Financial Corp
Indiana
$4.55K
QC
195
Quent Capital
New York
$76
Royal Bank of Canada
196
Royal Bank of Canada
Ontario, Canada
-$673K -18,089 Closed
Osaic Holdings
197
Osaic Holdings
Arizona
-$670K -18,010 Closed
AWS
198
Atria Wealth Solutions
New York
-$522K -14,034 Closed
BAM
199
Belpointe Asset Management
Nevada
-$133K -3,584 Closed