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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
176
SNS Financial Group
Minnesota
$299K -$6.83K -167 -2%
MWM
177
MBE Wealth Management
Wisconsin
$295K
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$294K +$170K +4,147 +149%
AAM
179
Austin Asset Management
Texas
$288K +$8.18K +200 +3%
AWM
180
Avior Wealth Management
Nebraska
$288K +$82 +2 +0%
AFA
181
Alpha Financial Advisors
North Carolina
$283K
VWM
182
Verus Wealth Management
Wisconsin
$280K
WA
183
Wealthstream Advisors
New York
$272K +$262K +6,405 New
SPI
184
Sutton Place Investors
New York
$270K -$9K -220 -3%
PWM
185
PBMares Wealth Management
Virginia
$266K +$21.9K +535 +9%
HIA
186
HTG Investment Advisors
Connecticut
$259K +$13.1K +321 +6%
ACC
187
Acorn Creek Capital
Colorado
$257K +$41 +1 +0%
GAM
188
Gemmer Asset Management
California
$250K +$532 +13 +0.2%
AQR Capital Management
189
AQR Capital Management
Connecticut
$248K -$211K -5,157 -47%
PWS
190
Physician Wealth Solutions
Nevada
$246K
IWS
191
Integrity Wealth Solutions
Colorado
$246K +$573 +14 +0.2%
PPWM
192
PFG Private Wealth Management
Florida
$246K +$237K +5,796 New
TFM
193
Trademark Financial Management
Minnesota
$243K +$777 +19 +0.3%
SOAG
194
Silver Oak Advisory Group
Oregon
$239K +$573 +14 +0.2%
WTA
195
Washington Trust Advisors
Massachusetts
$233K +$224K +5,480 New
PWM
196
Penobscot Wealth Management
Maine
$232K -$8.3K -203 -4%
BP
197
BWM Planning
Texas
$232K -$614 -15 -0.3%
SWM
198
Sterling Wealth Management
Illinois
$220K +$491 +12 +0.2%
HA
199
Herold Advisors
New York
$217K -$5.69K -139 -3%
RSWA
200
Robinson Smith Wealth Advisors
Maine
$212K -$59.4K -1,453 -23%