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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
201
Astra Wealth Partners
New Jersey
$310K -$7K -162 -2%
MSWM
202
McGlone Suttner Wealth Management
Wisconsin
$300K – – –
AWM
203
Avior Wealth Management
Nebraska
$300K +$23.7K +549 +8%
MW
204
Marrick Wealth
California
$298K -$5.19K -120 -2%
SFG
205
SNS Financial Group
Minnesota
$298K +$5.23K +121 +2%
GJIA
206
Glass Jacobson Investment Advisors
Maryland
$298K +$735 +17 +0.2%
LWP
207
Laurel Wealth Planning
Minnesota
$298K – – –
BAWC
208
Boyce & Associates Wealth Consulting
Texas
$297K – – –
GWM
209
Grand Wealth Management
Michigan
$294K +$86 +2 +0%
QWM
210
Quadcap Wealth Management
Texas
$294K – – –
MWM
211
MBE Wealth Management
Wisconsin
$289K – – –
AAM
212
Austin Asset Management
Texas
$279K – – –
BAM
213
Belpointe Asset Management
Nevada
$277K +$291K +6,739 New
FWM
214
FMB Wealth Management
California
$276K +$66.2K +1,532 +30%
VWM
215
Verus Wealth Management
Wisconsin
$271K – – –
RSWA
216
Robinson Smith Wealth Advisors
Maine
$270K +$12.5K +290 +5%
VIA
217
Vickerman Investment Advisors
Washington
$265K -$70K -1,620 -20%
CWP
218
Concord Wealth Partners
Virginia
$260K +$274K +6,331 New
SPI
219
Sutton Place Investors
New York
$258K +$1.86K +43 +0.7%
BP
220
BWM Planning
Texas
$244K +$20.3K +469 +9%
GAM
221
Gemmer Asset Management
California
$243K +$605 +14 +0.2%
PWS
222
Physician Wealth Solutions
Nevada
$238K – – –
TFM
223
Trademark Financial Management
Minnesota
$230K – – –
KCA
224
Kilner Capital Advisors
Maryland
$229K – – –
IWS
225
Integrity Wealth Solutions
Colorado
$229K +$2.55K +59 +1%
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9
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