We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACC
176
Acorn Creek Capital
Colorado
$237K -$30.6K -840 -12%
GAM
177
Gemmer Asset Management
California
$230K +$214K +5,868 New
PWS
178
Physician Wealth Solutions
Nevada
$228K
IWS
179
Integrity Wealth Solutions
Colorado
$227K +$3.54K +97 +2%
HIA
180
HTG Investment Advisors
Connecticut
$227K +$211K +5,775 New
PWM
181
PBMares Wealth Management
Virginia
$225K +$209K +5,732 New
TFM
182
Trademark Financial Management
Minnesota
$224K +$3.79K +104 +2%
PWM
183
Penobscot Wealth Management
Maine
$223K +$292 +8 +0.1%
SOAG
184
Silver Oak Advisory Group
Oregon
$220K +$510 +14 +0.2%
BP
185
BWM Planning
Texas
$215K +$200K +5,477 New
Citadel Advisors
186
Citadel Advisors
Florida
$207K +$192K +5,271 New
HA
187
Herold Advisors
New York
$206K -$16.3K -446 -8%
RWM
188
Rockwood Wealth Management
Pennsylvania
$205K +$190K +5,216 New
SWM
189
Sterling Wealth Management
Illinois
$203K +$188K +5,168 New
RTL
190
Red Tortoise LLC
Georgia
$187K
JWA
191
JFS Wealth Advisors
Pennsylvania
$185K
CW
192
Curio Wealth
Maryland
$184K +$171K +4,684 +117,100%
CA
193
Clearstead Advisors
Ohio
$165K
EWA
194
EP Wealth Advisors
California
$157K -$1.64K -45 -1%
LI
195
LRI Investments
Florida
$138K +$3.46K +95 +3%
BAM
196
Bellevue Asset Management
Washington
$129K +$292 +8 +0.2%
PWM
197
Parkworth Wealth Management
California
$128K +$38.5K +1,056 +48%
WPA
198
Wealth Preservation Advisors
Tennessee
$127K
RLIM
199
Red Lighthouse Investment Management
New York
$126K -$19.2K -526 -14%
AF
200
Allworth Financial
California
$114K -$92.7K -2,542 -47%