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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

85 hedge funds and large institutions have $551M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
42
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
$19.7M
2
GC
Gibson Capital
Pennsylvania
$11.8M
3
QFA
Quantum Financial Advisors
California
$50.4M
4
RS
Retirement Solution
Washington
$171M
5
AWM
AE Wealth Management
Kansas
$171M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
MWM
Merriman Wealth Management
Washington
$26.3M
3
FCG
Financial Connections Group
California
$216K
4
Goldman Sachs
Goldman Sachs
New York
$0
5
SSC
Syverson Strege & Co
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wealth Architects
California
$1.09M +$1.09M +37,857 New
ADL
27
Asset Dedication LLC
California
$947K +$158K +5,517 +20%
BJL
28
Brighton Jones LLC
Washington
$901K +$901K +31,395 New
WWP
29
Waypoint Wealth Partners
California
$741K +$128K +4,461 +21%
AF
30
Advisornet Financial
Minnesota
$737K +$125K +4,369 +20%
RIM
31
RW Investment Management
Idaho
$731K +$210K +7,304 +40%
TWA
32
Trellis Wealth Advisors
California
$722K +$21.5K +749 +3%
TI
33
Truepoint Inc
Ohio
$693K +$254K +8,863 +58%
SIC
34
SJS Investment Consulting
Ohio
$660K +$258K +9,000 +64%
AC
35
Apella Capital
Connecticut
$644K +$644K +22,434 New
TWA
36
TCI Wealth Advisors
Arizona
$629K – – –
MWA
37
Mills Wealth Advisors
Texas
$618K +$284K +9,886 +85%
CI
38
Cordant Inc
Oregon
$591K +$468K +16,302 +382%
IAG
39
Investment Advisory Group
Massachusetts
$582K – – –
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$559K +$155K +5,398 +38%
FOA
41
Five Oceans Advisors
California
$553K +$158K +5,497 +40%
WWM
42
Wolff Wiese Magana
California
$525K – – –
NRWA
43
North Ridge Wealth Advisors
Oregon
$495K +$266K +9,281 +116%
RIM
44
Rockbridge Investment Management
New York
$485K -$8.44K -294 -2%
GWM
45
Grand Wealth Management
Michigan
$462K +$134K +4,664 +41%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$461K +$9.3K +324 +2%
CCM
47
Carlson Capital Management
Minnesota
$441K +$441K +15,376 New
OCM
48
Orion Capital Management
California
$423K +$325K +11,331 +332%
SRWM
49
Shira Ridge Wealth Management
California
$398K +$86.1K +3,000 +28%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$398K +$398K +13,853 New
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