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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

125 hedge funds and large institutions have $637M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
66
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$65.4M
2
QFA
2
Quantum Financial Advisors
California
$69.3M
3
HFS
3
Heritage Financial Services
Massachusetts
$10.8M
4
NCM
4
New Capital Management
Texas
$10.7M
5
SIC
5
SJS Investment Consulting
Ohio
$2.98M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
RS
2
Retirement Solution
Washington
$210M
3
Jane Street
3
Jane Street
New York
$886K
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
AF
5
Advisornet Financial
Minnesota
$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
26
Brighton Jones LLC
Washington
$2.96M +$301K +8,736 +11%
FOA
27
Five Oceans Advisors
California
$2.61M +$876K +25,445 +50%
RIP
28
RAM Investment Partners
Washington
$2.4M +$292K +8,480 +14%
OIA
29
OneDigital Investment Advisors
Kansas
$2.39M +$1.6M +46,371 +201%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.32M +$968K +28,119 +71%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.14M -$57.6K -1,674 -3%
ASI
32
Advisory Services & Investments
Oregon
$2.11M +$2.11M +61,308 New
RIM
33
Rockbridge Investment Management
New York
$2.07M +$26.6K +774 +1%
CPIG
34
Chicago Partners Investment Group
Illinois
$2.02M +$323K +9,792 +19%
DPW
35
DiNuzzo Private Wealth
Pennsylvania
$2M +$13.6K +395 +0.7%
TWA
36
Trellis Wealth Advisors
California
$1.98M +$5.78K +168 +0.3%
AA
37
Addison Advisors
Vermont
$1.97M +$219K +6,365 +13%
NA
38
NewEdge Advisors
Louisiana
$1.88M +$275 +8 +0%
WWP
39
Waypoint Wealth Partners
California
$1.86M +$822K +23,903 +79%
RIM
40
RW Investment Management
Idaho
$1.81M +$280K +8,138 +18%
ADL
41
Asset Dedication LLC
California
$1.76M -$33.5K -972 -2%
LAM
42
LifePro Asset Management
California
$1.72M +$1.47M +42,774 +585%
PAG
43
Private Advisor Group
New Jersey
$1.5M +$1.5M +43,730 New
TI
44
Truepoint Inc
Ohio
$1.45M +$618K +17,959 +74%
WA
45
Wealth Architects
California
$1.45M +$77.4K +2,248 +6%
MWM
46
Modera Wealth Management
New Jersey
$1.45M -$10.2K -297 -0.7%
LFA
47
Level Financial Advisors
New York
$1.37M +$1.27M +36,976 +1,259%
EFP
48
EnRich Financial Partners
Wisconsin
$1.34M -$42.9K -1,248 -3%
SRWM
49
Shira Ridge Wealth Management
California
$1.23M +$59.7K +1,735 +5%
CFA
50
Cahill Financial Advisors
Minnesota
$1.18M +$412K +11,983 +53%
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