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Dimensional US Sustainability Core 1 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$318K -$135K -3,124 -29%
AWP
202
Astra Wealth Partners
New Jersey
$310K -$7K -162 -2%
MSWM
203
McGlone Suttner Wealth Management
Wisconsin
$300K – – –
Avior Wealth Management
204
Avior Wealth Management
Nebraska
$300K +$23.7K +549 +8%
MW
205
Marrick Wealth
California
$298K -$5.19K -120 -2%
SNS Financial Group
206
SNS Financial Group
Minnesota
$298K +$5.23K +121 +2%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$298K +$735 +17 +0.2%
LWP
208
Laurel Wealth Planning
Minnesota
$298K – – –
BAWC
209
Boyce & Associates Wealth Consulting
Texas
$297K – – –
GWM
210
Grand Wealth Management
Michigan
$294K +$86 +2 +0%
QWM
211
Quadcap Wealth Management
Texas
$294K – – –
MWM
212
MBE Wealth Management
Wisconsin
$289K – – –
AAM
213
Austin Asset Management
Texas
$279K – – –
Belpointe Asset Management
214
Belpointe Asset Management
Nevada
$277K +$291K +6,739 New
FWM
215
FMB Wealth Management
California
$276K +$66.2K +1,532 +30%
VWM
216
Verus Wealth Management
Wisconsin
$271K – – –
RSWA
217
Robinson Smith Wealth Advisors
Maine
$270K +$12.5K +290 +5%
VIA
218
Vickerman Investment Advisors
Washington
$265K -$70K -1,620 -20%
CWP
219
Concord Wealth Partners
Virginia
$260K +$274K +6,331 New
SPI
220
Sutton Place Investors
New York
$258K +$1.86K +43 +0.7%
BP
221
BWM Planning
Texas
$244K +$20.3K +469 +9%
GAM
222
Gemmer Asset Management
California
$243K +$605 +14 +0.2%
PWS
223
Physician Wealth Solutions
Nevada
$238K – – –
TFM
224
Trademark Financial Management
Minnesota
$230K – – –
KCA
225
Kilner Capital Advisors
Maryland
$229K – – –