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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

140 hedge funds and large institutions have $694M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+15
Holders Change %
+12%
% of All Funds
2.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
21
Increased
61
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
$74.5M
2
CPCM
Cardinal Point Capital Management
Ontario, Canada
$5.54M
3
QFA
Quantum Financial Advisors
California
$74.7M
4
WA
Wealth Architects
California
$3.87M
5
WWP
Waypoint Wealth Partners
California
$4.21M

Top Sellers

1
NL
NWAM LLC
Washington
$0
2
RS
Retirement Solution
Washington
$209M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$758K
4
GC
Gibson Capital
Pennsylvania
$14M
5
MGW
MB Generational Wealth
Washington
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Apella Capital
Connecticut
$4.11M +$613K +17,371 +18%
WA
27
Wealth Architects
California
$3.87M +$2.4M +68,848 +164%
BJL
28
Brighton Jones LLC
Washington
$3.22M +$225K +6,444 +7%
SSC
29
Syverson Strege & Co
Iowa
$3.21M +$109K +3,122 +4%
MGW
30
MB Generational Wealth
Washington
$3.11M -$543K -15,566 -15%
B
31
BetterWealth
California
$3.03M -$161K -4,612 -5%
RIP
32
RAM Investment Partners
Washington
$2.86M +$431K +12,365 +18%
FOA
33
Five Oceans Advisors
California
$2.61M -$36.7K -1,053 -1%
CPIG
34
Chicago Partners Investment Group
Illinois
$2.52M +$350K +9,862 +16%
RIM
35
Rockbridge Investment Management
New York
$2.52M +$422K +12,098 +20%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.36M +$194K +5,576 +9%
AA
37
Addison Advisors
Vermont
$2.24M +$248K +7,100 +12%
ASI
38
Advisory Services & Investments
Oregon
$2.09M -$42.3K -1,213 -2%
TWA
39
Trellis Wealth Advisors
California
$2.01M +$3.94K +113 +0.2%
ADL
40
Asset Dedication LLC
California
$1.97M +$191K +5,477 +11%
DPW
41
DiNuzzo Private Wealth
Pennsylvania
$1.93M -$98.2K -2,817 -5%
NA
42
NewEdge Advisors
Louisiana
$1.86M -$42.4K -1,215 -2%
RIM
43
RW Investment Management
Idaho
$1.86M +$19.5K +559 +1%
TI
44
Truepoint Inc
Ohio
$1.84M +$377K +10,821 +26%
LAM
45
LifePro Asset Management
California
$1.84M +$92.1K +2,643 +5%
PAG
46
Private Advisor Group
New Jersey
$1.78M +$260K +7,452 +17%
FTUS
47
Flow Traders U.S.
New York
$1.39M +$1.39M +39,755 New
MWM
48
Modera Wealth Management
New Jersey
$1.38M -$89.4K -2,564 -6%
LFA
49
Level Financial Advisors
New York
$1.36M -$29.6K -849 -2%
EFP
50
EnRich Financial Partners
Wisconsin
$1.35M -$8.23K -236 -0.6%
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