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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

125 hedge funds and large institutions have $637M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
66
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$65.4M
2
QFA
2
Quantum Financial Advisors
California
$69.3M
3
HFS
3
Heritage Financial Services
Massachusetts
$10.8M
4
NCM
4
New Capital Management
Texas
$10.7M
5
SIC
5
SJS Investment Consulting
Ohio
$2.98M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
RS
2
Retirement Solution
Washington
$210M
3
Jane Street
3
Jane Street
New York
$886K
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
AF
5
Advisornet Financial
Minnesota
$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Physician Wealth Advisors
Utah
$1.15M +$1.15M +35,200 New
CCM
52
Carlson Capital Management
Minnesota
$1.13M -$135K -3,936 -11%
OCM
53
Orion Capital Management
California
$1.05M +$551 +16 +0.1%
WWP
54
Walden Wealth Partners
Ohio
$1.03M – – –
MFA
55
Morling Financial Advisors
California
$1.01M +$1.14K +33 +0.1%
LPL Financial
56
LPL Financial
California
$982K +$362K +10,532 +58%
CI
57
Cordant Inc
Oregon
$979K +$99.1K +2,879 +11%
MGWA
58
Monument Group Wealth Advisors
Massachusetts
$933K +$532K +15,455 +133%
Jane Street
59
Jane Street
New York
$886K -$2.01M -58,430 -69%
SDWIA
60
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$864K +$61.5K +1,786 +8%
CPCM
61
Cardinal Point Capital Management
Ontario, Canada
$841K +$841K +24,440 New
MWA
62
Mills Wealth Advisors
Texas
$832K +$36.6K +1,065 +5%
TWA
63
TCI Wealth Advisors
Arizona
$828K +$74.1K +2,154 +10%
DADC
64
D.A. Davidson & Co
Montana
$754K +$332K +9,647 +79%
Citadel Advisors
65
Citadel Advisors
Florida
$701K +$701K +20,383 New
IAG
66
Investment Advisory Group
Massachusetts
$697K – – –
FW
67
FirstPurpose Wealth
Utah
$693K +$304K +9,063 +78%
TWM
68
Tanager Wealth Management
United Kingdom
$646K +$77.6K +2,256 +14%
FCG
69
Financial Connections Group
California
$646K +$41.5K +1,205 +7%
LWA
70
Ledgewood Wealth Advisors
New Hampshire
$624K – – –
HNWA
71
Henrickson Nauta Wealth Advisors
Michigan
$580K +$3.08K +92 +0.5%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$577K +$99.8K +2,900 +21%
OWM
73
Opes Wealth Management
California
$564K +$564K +16,396 New
GWM
74
Grand Wealth Management
Michigan
$558K – – –
Stifel Financial
75
Stifel Financial
Missouri
$492K +$64.5K +1,873 +15%
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3
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