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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

67 hedge funds and large institutions have $440M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+33
Holders Change %
+97.06%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
20
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$153M
2
RS
2
Retirement Solution
Washington
$153M
3
QFA
3
Quantum Financial Advisors
California
$38M
4
AP
4
Adero Partners
California
$6.88M
5
AC
5
AWM Capital
Arizona
$4.91M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
PFO
2
Pathstone Family Office
New Jersey
$3.02M
3
NL
3
NWAM LLC
Washington
$0
4
MWM
4
Meritas Wealth Management
California
$0
5
HFS
5
Heritage Financial Services
Massachusetts
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$567K +$567K +21,313 New
BAM
27
Baldrige Asset Management
Pennsylvania
$565K +$143K +5,380 +34%
IAG
28
Investment Advisory Group
Massachusetts
$540K – – –
WWM
29
Wolff Wiese Magana
California
$487K – – –
RIM
30
RW Investment Management
Idaho
$483K +$483K +18,146 New
RIM
31
Rockbridge Investment Management
New York
$458K +$458K +17,205 New
FCG
32
Financial Connections Group
California
$449K -$4.6K -173 -1%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$419K +$419K +15,722 New
TI
34
Truepoint Inc
Ohio
$407K +$407K +15,281 New
FTUS
35
Flow Traders U.S.
New York
$392K +$392K +14,723 New
SDWIA
36
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$375K +$375K +14,079 New
RRC
37
Relaxing Retirement Coach
Massachusetts
$373K +$373K +14,002 New
SIC
38
SJS Investment Consulting
Ohio
$373K +$5.32K +200 +1%
FOA
39
Five Oceans Advisors
California
$367K +$367K +13,782 New
MWA
40
Mills Wealth Advisors
Texas
$310K +$310K +11,637 New
GWM
41
Grand Wealth Management
Michigan
$305K +$12.4K +465 +4%
RWM
42
Ruedi Wealth Management
Illinois
$298K +$298K +11,189 New
SRWM
43
Shira Ridge Wealth Management
California
$289K – – –
PCM
44
Passive Capital Management
Maryland
$287K – – –
MWM
45
Modera Wealth Management
New Jersey
$277K +$277K +10,420 New
KAS
46
Kestra Advisory Services
Texas
$265K +$265K +9,962 New
NRWA
47
North Ridge Wealth Advisors
Oregon
$212K +$212K +7,969 New
HCM
48
Hutchinson Capital Management
California
$206K +$206K +7,751 New
Goldman Sachs
49
Goldman Sachs
New York
$202K +$202K +7,579 New
AWM
50
Avior Wealth Management
Nebraska
$180K +$266 +10 +0.1%
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