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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
176
Avise Financial Cooperative
California
$397K +$392K +9,140 New
CCM
177
Colorado Capital Management
Colorado
$396K +$5.15K +120 +1%
TCM
178
Towneley Capital Management
California
$387K +$13.7K +318 +4%
GSEP
179
Golden State Equity Partners
California
$381K +$377K +8,775 New
FIM
180
Freedom Investment Management
Connecticut
$371K +$366K +8,536 New
KFGG
181
Keystone Financial Group (Georgia)
Georgia
$366K +$773 +18 +0.2%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$354K -$161K -3,761 -32%
VIA
183
Vickerman Investment Advisors
Washington
$351K -$29.8K -694 -8%
PCIA
184
Prime Capital Investment Advisors
Kansas
$350K -$25.7K -598 -7%
TAWM
185
Three Arch Wealth Management
California
$349K +$344K +8,025 New
CMP
186
Coston McIsaac & Partners
Maine
$345K +$258 +6 +0.1%
FF
187
Foundry Financial
California
$337K +$333K +7,761 New
MCM
188
Morton Capital Management
California
$335K -$4.98K -116 -1%
AWP
189
Astra Wealth Partners
New Jersey
$335K
LPT
190
Legacy Private Trust
Wisconsin
$328K +$324K +7,547 New
MW
191
Marrick Wealth
California
$320K +$317K +7,378 New
MSWM
192
McGlone Suttner Wealth Management
Wisconsin
$318K
LWP
193
Laurel Wealth Planning
Minnesota
$315K
GJIA
194
Glass Jacobson Investment Advisors
Maryland
$314K +$13K +302 +4%
BAWC
195
Boyce & Associates Wealth Consulting
Texas
$314K
EWA
196
Exencial Wealth Advisors
Oklahoma
$314K
QWM
197
Quadcap Wealth Management
Texas
$310K
GWM
198
Grand Wealth Management
Michigan
$310K -$773 -18 -0.3%
SFG
199
SNS Financial Group
Minnesota
$310K +$4.33K +101 +1%
PWP
200
Parkwoods Wealth Partners
New York
$305K +$302K +7,027 New