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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

115 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
25
Increased
56
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$6.49M
2
AC
AWM Capital
Arizona
$51.4M
3
FFM
Forum Financial Management
Illinois
$11.1M
4
NCM
New Capital Management
Texas
$7.67M
5
SSC
Syverson Strege & Co
Iowa
$2.83M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$5.79M
2
TWA
Trellis Wealth Advisors
California
$1.79M
3
WWM
Wolff Wiese Magana
California
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
NRWA
North Ridge Wealth Advisors
Oregon
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
26
Willow Creek Wealth Management
California
$2.49M +$586K +18,816 +31%
BJL
27
Brighton Jones LLC
Washington
$2.41M +$921K +29,572 +62%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.99M +$5.14K +165 +0.3%
RIP
29
RAM Investment Partners
Washington
$1.91M +$266K +8,550 +16%
RIM
30
Rockbridge Investment Management
New York
$1.85M -$176K -5,660 -9%
BAM
31
Belpointe Asset Management
Nevada
$1.8M +$1.39M +44,759 +340%
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$1.8M +$1.8M +57,726 New
TWA
33
Trellis Wealth Advisors
California
$1.79M -$1.53M -49,135 -46%
NA
34
NewEdge Advisors
Louisiana
$1.72M +$886K +28,094 +106%
AC
35
Apella Capital
Connecticut
$1.65M +$693K +22,767 +72%
CPIG
36
Chicago Partners Investment Group
Illinois
$1.63M +$28.1K +891 +2%
ADL
37
Asset Dedication LLC
California
$1.62M +$182K +5,833 +13%
AA
38
Addison Advisors
Vermont
$1.58M +$1.16M +37,150 +272%
FOA
39
Five Oceans Advisors
California
$1.57M +$452K +14,522 +40%
RIM
40
RW Investment Management
Idaho
$1.39M +$343K +11,013 +33%
MWM
41
Modera Wealth Management
New Jersey
$1.32M +$14.1K +452 +1%
EFP
42
EnRich Financial Partners
Wisconsin
$1.25M +$1.25M +40,241 New
WA
43
Wealth Architects
California
$1.24M +$3.24K +104 +0.3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.23M +$1.23M +39,358 New
CCM
45
Carlson Capital Management
Minnesota
$1.14M +$312K +10,021 +37%
SRWM
46
Shira Ridge Wealth Management
California
$1.05M +$539K +17,302 +104%
WWP
47
Walden Wealth Partners
Ohio
$953K +$953K +30,618 New
OCM
48
Orion Capital Management
California
$945K +$24.1K +773 +3%
WWP
49
Waypoint Wealth Partners
California
$939K -$116K -3,733 -11%
MFA
50
Morling Financial Advisors
California
$909K +$909K +29,185 New
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