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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

98 hedge funds and large institutions have $722M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
19
Increased
53
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$127M
2
AC
AWM Capital
Arizona
$41M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$7.75M
4
AWM
AE Wealth Management
Kansas
$170M
5
RS
Retirement Solution
Washington
$170M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
5
WWM
Wolff Wiese Magana
California
$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
51
Savant Capital
Illinois
$417K +$417K +15,033 New
DADC
52
D.A. Davidson & Co
Montana
$402K +$402K +14,498 New
HNWA
53
Henrickson Nauta Wealth Advisors
Michigan
$387K +$108K +3,901 +39%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$381K -$3.22K -116 -0.8%
AA
55
Addison Advisors
Vermont
$379K +$379K +13,673 New
BAM
56
Belpointe Asset Management
Nevada
$365K +$97.8K +3,526 +37%
Stifel Financial
57
Stifel Financial
Missouri
$362K +$32.1K +1,156 +10%
GA
58
Greenspring Advisors
Maryland
$354K – – –
TWM
59
Tanager Wealth Management
United Kingdom
$337K +$337K +12,137 New
FCG
60
Financial Connections Group
California
$323K +$114K +4,101 +54%
FW
61
FirstPurpose Wealth
Utah
$312K +$312K +11,243 New
RWM
62
Ruedi Wealth Management
Illinois
$310K – – –
CFA
63
Cahill Financial Advisors
Minnesota
$310K +$310K +11,160 New
WWM
64
Wolff Wiese Magana
California
$305K -$203K -7,308 -40%
TIM
65
Tortoise Investment Management
New York
$301K +$81.6K +2,940 +37%
PCM
66
Passive Capital Management
Maryland
$300K – – –
KAS
67
Kestra Advisory Services
Texas
$292K +$16K +575 +6%
PCIA
68
Prime Capital Investment Advisors
Kansas
$282K -$25.4K -915 -8%
FTUS
69
Flow Traders U.S.
New York
$253K +$253K +9,121 New
LWP
70
Laurel Wealth Planning
Minnesota
$248K – – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$233K +$233K +8,397 New
LPL Financial
72
LPL Financial
California
$223K +$223K +8,025 New
HCM
73
Hutchinson Capital Management
California
$215K – – –
LAM
74
LifePro Asset Management
California
$212K +$212K +7,623 New
AWM
75
Avior Wealth Management
Nebraska
$188K +$666 +24 +0.4%
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3
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