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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

154 hedge funds and large institutions have $796M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
19
Increased
79
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
$102M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.64M
3
NL
NWAM LLC
Washington
$7.03M
4
QFA
Quantum Financial Advisors
California
$83M
5
PFA
Pure Financial Advisors
California
$3.33M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$0
2
RS
Retirement Solution
Washington
$218M
3
FTUS
Flow Traders U.S.
New York
$0
4
Millennium Management
Millennium Management
New York
$0
5
SSC
Syverson Strege & Co
Iowa
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wealth Architects
California
$4.85M +$730K +19,622 +18%
WWP
27
Waypoint Wealth Partners
California
$4.63M +$137K +3,697 +3%
RIP
28
RAM Investment Partners
Washington
$3.68M +$628K +16,888 +21%
BJL
29
Brighton Jones LLC
Washington
$3.51M +$73.8K +1,985 +2%
PFA
30
Pure Financial Advisors
California
$3.33M +$2.53M +68,028 +315%
MGW
31
MB Generational Wealth
Washington
$3.26M -$51K -1,373 -2%
LAM
32
LifePro Asset Management
California
$3.23M +$1.27M +34,083 +65%
SSC
33
Syverson Strege & Co
Iowa
$3.22M -$208K -5,600 -6%
B
34
BetterWealth
California
$3.18M -$60.1K -1,617 -2%
ADL
35
Asset Dedication LLC
California
$2.76M +$657K +17,663 +31%
AA
36
Addison Advisors
Vermont
$2.75M +$364K +9,780 +15%
RIM
37
Rockbridge Investment Management
New York
$2.74M +$46K +1,236 +2%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.73M +$63.7K +1,702 +2%
FOA
39
Five Oceans Advisors
California
$2.66M -$121K -3,256 -4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.66M +$140K +3,770 +6%
TI
41
Truepoint Inc
Ohio
$2.6M +$634K +17,049 +32%
WANY
42
Wealthspire Advisors (New York)
New York
$2.28M +$2.28M +61,236 New
TWA
43
Trellis Wealth Advisors
California
$2.25M +$112K +3,015 +5%
ASI
44
Advisory Services & Investments
Oregon
$2.23M +$297 +8 +0%
CCM
45
Carlson Capital Management
Minnesota
$2.21M +$971K +26,117 +79%
NA
46
NewEdge Advisors
Louisiana
$2.05M +$69K +1,856 +3%
DPW
47
DiNuzzo Private Wealth
Pennsylvania
$2.05M -$6.77K -182 -0.3%
RIM
48
RW Investment Management
Idaho
$2M +$15.3K +411 +0.8%
PAG
49
Private Advisor Group
New Jersey
$1.99M +$87K +2,339 +5%
LFA
50
Level Financial Advisors
New York
$1.76M +$308K +8,277 +21%
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