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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

85 hedge funds and large institutions have $551M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
42
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
$19.7M
2
GC
Gibson Capital
Pennsylvania
$11.8M
3
QFA
Quantum Financial Advisors
California
$50.4M
4
RS
Retirement Solution
Washington
$171M
5
AWM
AE Wealth Management
Kansas
$171M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
MWM
Merriman Wealth Management
Washington
$26.3M
3
FCG
Financial Connections Group
California
$216K
4
Goldman Sachs
Goldman Sachs
New York
$0
5
SSC
Syverson Strege & Co
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RRC
51
Relaxing Retirement Coach
Massachusetts
$393K -$8.5K -296 -2%
GA
52
Greenspring Advisors
Maryland
$366K +$366K +12,767 New
Stifel Financial
53
Stifel Financial
Missouri
$342K +$342K +11,899 New
BSW
54
Buckingham Strategic Wealth
Missouri
$327K +$327K +11,392 New
RWM
55
Ruedi Wealth Management
Illinois
$321K – – –
PCIA
56
Prime Capital Investment Advisors
Kansas
$318K +$318K +11,095 New
PCM
57
Passive Capital Management
Maryland
$310K – – –
HNWA
58
Henrickson Nauta Wealth Advisors
Michigan
$288K +$288K +10,038 New
KAS
59
Kestra Advisory Services
Texas
$286K – – –
BAM
60
Belpointe Asset Management
Nevada
$277K +$273K +9,500 +6,786%
LWP
61
Laurel Wealth Planning
Minnesota
$256K +$256K +8,922 New
TIM
62
Tortoise Investment Management
New York
$227K +$129K +4,500 +132%
HCM
63
Hutchinson Capital Management
California
$222K – – –
Citadel Advisors
64
Citadel Advisors
Florida
$220K +$220K +7,661 New
FCG
65
Financial Connections Group
California
$216K -$267K -9,328 -55%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$203K +$203K +7,072 New
AWM
67
Avior Wealth Management
Nebraska
$194K +$431 +15 +0.2%
JWA
68
JFS Wealth Advisors
Pennsylvania
$159K +$159K +5,556 New
RTL
69
Red Tortoise LLC
Georgia
$134K +$287 +10 +0.2%
AFS
70
Annapolis Financial Services
Maryland
$134K – – –
MFA
71
McClarren Financial Advisors
Pennsylvania
$119K +$258 +9 +0.2%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$112K +$2.58K +90 +2%
RLIM
73
Red Lighthouse Investment Management
New York
$107K – – –
Wells Fargo
74
Wells Fargo
California
$100K +$100K +3,493 New
CCMI
75
Creative Capital Management Investments
California
$80.5K – – –
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