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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

192 hedge funds and large institutions have $941M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 74 increasing their positions, 42 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+38
Holders Change %
+24.68%
% of All Funds
2.56%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.25%
New
44
Increased
74
Reduced
42
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$8.38M
2
AC
2
AWM Capital
Arizona
$111M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$13.5M
4
WCWM
4
Willow Creek Wealth Management
California
$9.67M
5
AP
5
Adero Partners
California
$21.8M

Top Sellers

1
RS
1
Retirement Solution
Washington
$215M
2
WANY
2
Wealthspire Advisors (New York)
New York
$1.16M
3
MWM
3
Merriman Wealth Management
Washington
$37.5M
4
Jane Street
4
Jane Street
New York
$920K
5
Citadel Advisors
5
Citadel Advisors
Florida
$921K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
26
SJS Investment Consulting
Ohio
$6.69M +$314K +8,295 +5%
QHA
27
Quarry Hill Advisors
Minnesota
$6.3M -$206K -5,430 -3%
SIS
28
Strategic Investment Solutions
Illinois
$5.68M -$131K -4,116 -2%
AC
29
Apella Capital
Connecticut
$5.56M +$534K +14,093 +11%
MWM
30
Momentous Wealth Management
Washington
$5.51M +$5.51M +145,345 New
PFA
31
Pure Financial Advisors
California
$5.27M +$1.87M +49,347 +55%
WA
32
Wealth Architects
California
$5.12M +$174K +4,585 +4%
WWP
33
Waypoint Wealth Partners
California
$4.78M +$62.9K +1,659 +1%
NCM
34
Northland Capital Management
Minnesota
$4.47M -$624K -16,465 -12%
BJL
35
Brighton Jones LLC
Washington
$4.33M +$750K +19,781 +21%
RIP
36
RAM Investment Partners
Washington
$3.9M +$148K +3,900 +4%
AIC
37
Allodium Investment Consultants
Minnesota
$3.58M +$3.58M +94,503 New
SSC
38
Syverson Strege & Co
Iowa
$3.28M +$38 +1 +0%
MGW
39
MB Generational Wealth
Washington
$3.26M -$65.2K -1,719 -2%
FOA
40
Five Oceans Advisors
California
$3.17M +$451K +11,890 +17%
Betterment LLC
41
Betterment LLC
New York
$3.16M +$1.37M +36,069 +76%
AA
42
Addison Advisors
Vermont
$2.95M +$145K +3,835 +5%
ADL
43
Asset Dedication LLC
California
$2.94M +$134K +3,542 +5%
B
44
BetterWealth
California
$2.94M -$296K -7,812 -9%
RIM
45
Rockbridge Investment Management
New York
$2.93M +$142K +3,747 +5%
CCC
46
Compass Capital Corp
Massachusetts
$2.91M +$2.91M +76,674 New
NA
47
NewEdge Advisors
Louisiana
$2.9M +$809K +21,335 +39%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.89M +$183K +4,823 +7%
CCM
49
Carlson Capital Management
Minnesota
$2.86M +$607K +16,028 +27%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.84M +$62.4K +1,637 +2%
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