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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
201
SageOak Financial
Oklahoma
$206K +$199K +4,853 New
CW
202
Curio Wealth
Maryland
$206K +$6.3K +154 +3%
ODA
203
One Degree Advisors
California
$203K +$196K +4,785 New
RTL
204
Red Tortoise LLC
Georgia
$202K
JWA
205
JFS Wealth Advisors
Pennsylvania
$200K
CA
206
Clearstead Advisors
Ohio
$178K
LI
207
LRI Investments
Florida
$149K
BAM
208
Bellevue Asset Management
Washington
$140K +$327 +8 +0.2%
WPA
209
Wealth Preservation Advisors
Tennessee
$138K
AF
210
Allworth Financial
California
$124K +$286 +7 +0.2%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$119K +$115K +2,810 New
IA
212
IFP Advisors
Florida
$116K +$27.8K +680 +33%
NC
213
North Capital
Utah
$113K +$41 +1 +0%
RWM
214
Raffa Wealth Management
District of Columbia
$92.3K +$47.9K +1,170 +117%
RLIM
215
Red Lighthouse Investment Management
New York
$90.6K -$44.3K -1,084 -34%
GRP
216
Global Retirement Partners
California
$79.3K
MWA
217
Medallion Wealth Advisors
Connecticut
$74.8K
CMBA
218
C.M. Bidwell & Associates
Hawaii
$63.7K
CPA
219
Cardiff Park Advisors
California
$54.6K +$123 +3 +0.2%
RWM
220
Rialto Wealth Management
New York
$46K -$34.3K -838 -44%
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$43.4K -$22.8K -558 -35%
NSG
222
Nalls Sherbakoff Group
Tennessee
$39.3K
GWSG
223
GPS Wealth Strategies Group
Colorado
$29.9K
Royal Bank of Canada
224
Royal Bank of Canada
Ontario, Canada
$22K -$39.2K -959 -65%
PS
225
Pinney & Scofield
Massachusetts
$18.9K +$777 +19 +4%