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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$21.5M +$21.9M +863,484 New
AWP
2
Abacus Wealth Partners
California
$16.4M +$16.7M +655,960 New
PCI
3
Planning Center Inc
Illinois
$3.64M +$3.71M +145,908 New
HFS
4
Heritage Financial Services
Massachusetts
$3.62M +$3.69M +145,386 New
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.65M +$2.7M +106,300 New
PFO
6
Pathstone Family Office
New Jersey
$2.52M +$2.57M +101,216 New
BCM
7
Brainard Capital Management
Texas
$1.84M +$1.87M +73,743 New
AC
8
AWM Capital
Arizona
$1.6M +$1.63M +64,290 New
AP
9
Adero Partners
California
$1.45M +$1.48M +58,217 New
NL
10
NWAM LLC
Washington
$676K +$689K +27,115 New
RIP
11
RAM Investment Partners
Washington
$624K +$636K +25,036 New
TWA
12
TCI Wealth Advisors
Arizona
$546K +$556K +21,900 New
MWM
13
Meritas Wealth Management
California
$537K +$547K +21,537 New
ADL
14
Asset Dedication LLC
California
$512K +$523K +20,592 New
IAG
15
Investment Advisory Group
Massachusetts
$505K +$515K +20,269 New
QHA
16
Quarry Hill Advisors
Minnesota
$502K +$511K +20,119 New
WWM
17
Wolff Wiese Magana
California
$456K +$465K +18,298 New
FCG
18
Financial Connections Group
California
$424K +$433K +17,043 New
BAM
19
Baldrige Asset Management
Pennsylvania
$395K +$403K +15,863 New
SIC
20
SJS Investment Consulting
Ohio
$344K +$351K +13,800 New
WCWM
21
Willow Creek Wealth Management
California
$335K +$342K +13,457 New
GWM
22
Grand Wealth Management
Michigan
$274K +$279K +10,974 New
SRWM
23
Shira Ridge Wealth Management
California
$271K +$276K +10,866 New
PCM
24
Passive Capital Management
Maryland
$269K +$274K +10,800 New
TWA
25
Trellis Wealth Advisors
California
$261K +$266K +10,477 New
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