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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
201
Private Advisory Group
Washington
$367K
FIM
202
Freedom Investment Management
Connecticut
$365K +$633 +14 +0.2%
RSWA
203
Robinson Smith Wealth Advisors
Maine
$356K +$47.3K +1,046 +16%
AWP
204
Astra Wealth Partners
New Jersey
$352K
MSWM
205
McGlone Suttner Wealth Management
Wisconsin
$341K
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$341K +$2.71K +60 +0.8%
AWM
207
Avior Wealth Management
Nebraska
$340K -$498 -11 -0.2%
MW
208
Marrick Wealth
California
$338K -$136 -3 -0%
LWP
209
Laurel Wealth Planning
Minnesota
$338K
BAWC
210
Boyce & Associates Wealth Consulting
Texas
$337K
QWM
211
Quadcap Wealth Management
Texas
$333K
MWM
212
MBE Wealth Management
Wisconsin
$329K +$1.85K +41 +0.6%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$322K +$312K +6,906 New
AAM
214
Austin Asset Management
Texas
$316K
BAM
215
Belpointe Asset Management
Nevada
$315K +$769 +17 +0.3%
FWM
216
FMB Wealth Management
California
$313K
VWM
217
Verus Wealth Management
Wisconsin
$308K
VIA
218
Vickerman Investment Advisors
Washington
$301K
CWP
219
Concord Wealth Partners
Virginia
$296K +$678 +15 +0.2%
SPI
220
Sutton Place Investors
New York
$289K -$4.03K -89 -1%
PA
221
PW Advisors
Florida
$280K +$24.5K +541 +10%
BP
222
BWM Planning
Texas
$279K +$2.4K +53 +0.9%
SLG
223
Sanchez Levi Garrett
$277K +$17.4K +385 +7%
PWS
224
Physician Wealth Solutions
Nevada
$270K
IWS
225
Integrity Wealth Solutions
Colorado
$264K +$4.48K +99 +2%