DFSU icon

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
201
Atomi Financial Group
New York
$370K +$359K +7,926 New
MCM
202
Morton Capital Management
California
$370K +$90 +2 +0%
PAG
203
Private Advisory Group
Washington
$367K – – –
FIM
204
Freedom Investment Management
Connecticut
$365K +$633 +14 +0.2%
RSWA
205
Robinson Smith Wealth Advisors
Maine
$356K +$47.3K +1,046 +16%
AWP
206
Astra Wealth Partners
New Jersey
$352K – – –
MSWM
207
McGlone Suttner Wealth Management
Wisconsin
$341K – – –
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$341K +$2.71K +60 +0.8%
AWM
209
Avior Wealth Management
Nebraska
$340K -$498 -11 -0.2%
MW
210
Marrick Wealth
California
$338K -$136 -3 -0%
LWP
211
Laurel Wealth Planning
Minnesota
$338K – – –
BAWC
212
Boyce & Associates Wealth Consulting
Texas
$337K – – –
QWM
213
Quadcap Wealth Management
Texas
$333K – – –
MWM
214
MBE Wealth Management
Wisconsin
$329K +$1.85K +41 +0.6%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$322K +$312K +6,906 New
AAM
216
Austin Asset Management
Texas
$316K – – –
BAM
217
Belpointe Asset Management
Nevada
$315K +$769 +17 +0.3%
FWM
218
FMB Wealth Management
California
$313K – – –
VWM
219
Verus Wealth Management
Wisconsin
$308K – – –
VIA
220
Vickerman Investment Advisors
Washington
$301K – – –
CWP
221
Concord Wealth Partners
Virginia
$296K +$678 +15 +0.2%
SPI
222
Sutton Place Investors
New York
$289K -$4.03K -89 -1%
PA
223
PW Advisors
Florida
$280K +$24.5K +541 +10%
BP
224
BWM Planning
Texas
$279K +$2.4K +53 +0.9%
SLG
225
Sanchez Levi Garrett
$277K +$17.4K +385 +7%