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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
Kestra Advisory Services
Texas
$451K
EWA
177
Exencial Wealth Advisors
Oklahoma
$445K +$156K +3,597 +50%
PCM
178
Passive Capital Management
Maryland
$444K
CCM
179
Colorado Capital Management
Colorado
$438K +$67.2K +1,554 +17%
RWM
180
Rockwood Wealth Management
Pennsylvania
$435K +$7.78K +180 +2%
TWD
181
True Wealth Design
Ohio
$425K -$12.4K -286 -3%
BRPW
182
Ballast Rock Private Wealth
South Carolina
$421K
SPA
183
Shore Point Advisors
New Jersey
$397K -$4.45K -103 -1%
AFA
184
Alpha Financial Advisors
North Carolina
$384K +$116K +2,679 +40%
AWM
185
Austin Wealth Management
Texas
$380K +$994 +23 +0.3%
TP
186
Trailhead Planners
Minnesota
$378K
AFC
187
Avise Financial Cooperative
California
$370K -$5.97K -138 -2%
TCM
188
Towneley Capital Management
California
$364K -$2.12K -49 -0.5%
WAP
189
Wealthcare Advisory Partners
Pennsylvania
$357K -$26.2K -607 -7%
GWA
190
Geometric Wealth Advisors
District of Columbia
$354K -$243K -5,626 -40%
KFGG
191
Keystone Financial Group (Georgia)
Georgia
$351K +$4.8K +111 +1%
PCIA
192
Prime Capital Investment Advisors
Kansas
$330K -$1.04K -24 -0.3%
FF
193
Foundry Financial
California
$327K +$8.95K +207 +3%
CMP
194
Coston McIsaac & Partners
Maine
$327K +$303 +7 +0.1%
MCM
195
Morton Capital Management
California
$326K +$8.78K +203 +3%
ACC
196
Acorn Creek Capital
Colorado
$325K +$86.8K +2,007 +34%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$325K +$342K +7,902 New
PAG
198
Private Advisory Group
Washington
$324K +$121K +2,804 +55%
FIM
199
Freedom Investment Management
Connecticut
$321K -$31.3K -724 -8%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$318K -$135K -3,124 -29%