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DFSU

Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
MBE Wealth Management
Wisconsin
$305K +$2.79K +65 +0.9%
AAM
202
Austin Asset Management
Texas
$295K
AWM
203
Avior Wealth Management
Nebraska
$293K -$730 -17 -0.3%
AFA
204
Alpha Financial Advisors
North Carolina
$290K
VWM
205
Verus Wealth Management
Wisconsin
$287K
RSWA
206
Robinson Smith Wealth Advisors
Maine
$273K +$55.5K +1,294 +26%
SPI
207
Sutton Place Investors
New York
$271K -$4.25K -99 -2%
Creative Planning
208
Creative Planning
Kansas
$258K -$449K -10,455 -64%
ACC
209
Acorn Creek Capital
Colorado
$256K -$6.14K -143 -2%
GAM
210
Gemmer Asset Management
California
$256K +$558 +13 +0.2%
PWS
211
Physician Wealth Solutions
Nevada
$252K
PA
212
PW Advisors
Florida
$251K +$248K +5,779 New
TFM
213
Trademark Financial Management
Minnesota
$243K -$4.94K -115 -2%
KCA
214
Kilner Capital Advisors
Maryland
$242K +$239K +5,576 New
IWS
215
Integrity Wealth Solutions
Colorado
$239K -$12.4K -288 -5%
WTA
216
Washington Trust Advisors
Massachusetts
$239K +$515 +12 +0.2%
BP
217
BWM Planning
Texas
$238K +$343 +8 +0.1%
CW
218
Curio Wealth
Maryland
$237K +$23.1K +538 +11%
PWM
219
Penobscot Wealth Management
Maine
$230K -$7.21K -168 -3%
FWM
220
FMB Wealth Management
California
$225K +$222K +5,178 New
SWM
221
Sterling Wealth Management
Illinois
$224K -$1.2K -28 -0.5%
PAG
222
Private Advisory Group
Washington
$220K +$218K +5,073 New
SF
223
SageOak Financial
Oklahoma
$211K
RTL
224
Red Tortoise LLC
Georgia
$207K
KCWM
225
Kane Co Wealth Management
Iowa
$205K +$203K +4,725 New