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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
+$23M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.64M
3
NL
NWAM LLC
Washington
+$7.03M
4
QFA
Quantum Financial Advisors
California
+$3.3M
5
PFA
Pure Financial Advisors
California
+$2.53M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$7.4M
2
RS
Retirement Solution
Washington
-$5.74M
3
FTUS
Flow Traders U.S.
New York
-$1.39M
4
Millennium Management
Millennium Management
New York
-$212K
5
SSC
Syverson Strege & Co
Iowa
-$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$1.76M +$877K +23,575 +100%
Jane Street
52
Jane Street
New York
$1.73M +$1.01M +27,264 +141%
EFN
53
Equita Financial Network
Pennsylvania
$1.68M +$1.68M +45,245 New
TWA
54
TCI Wealth Advisors
Arizona
$1.63M +$642K +17,256 +65%
LPL Financial
55
LPL Financial
California
$1.59M +$146K +3,933 +10%
Citadel Advisors
56
Citadel Advisors
Florida
$1.57M +$777K +20,902 +98%
EFP
57
EnRich Financial Partners
Wisconsin
$1.44M -$2.05K -55 -0.1%
MWM
58
Modera Wealth Management
New Jersey
$1.43M -$35.7K -960 -2%
PWM
59
Penobscot Wealth Management
Maine
$1.35M +$151K +4,069 +13%
FFA
60
Farther Finance Advisors
California
$1.34M +$1.09M +29,426 +452%
FFG
61
Fiduciary Financial Group
California
$1.33M +$359K +9,664 +37%
DWA
62
Delap Wealth Advisory
Oregon
$1.29M +$1.29M +34,828 New
PWA
63
Physician Wealth Advisors
Utah
$1.29M -$19.5K -518 -1%
CFA
64
Cahill Financial Advisors
Minnesota
$1.27M -$6.14K -165 -0.5%
SRWM
65
Shira Ridge Wealth Management
California
$1.22M -$141K -3,792 -10%
SDWIA
66
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M +$153K +4,119 +17%
MGWA
67
Monument Group Wealth Advisors
Massachusetts
$1.03M – – –
NRWA
68
North Ridge Wealth Advisors
Oregon
$1.03M +$509K +13,687 +99%
MFA
69
Morling Financial Advisors
California
$977K -$146K -3,935 -13%
AFG
70
Altiora Financial Group
Ohio
$967K – – –
MWA
71
Mills Wealth Advisors
Texas
$905K +$5.73K +154 +0.6%
OCM
72
Orion Capital Management
California
$885K -$4.09K -110 -0.5%
CI
73
Cordant Inc
Oregon
$876K -$128K -3,433 -13%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$860K +$51.6K +1,387 +6%
CG
75
Caprock Group
Idaho
$824K +$210K +5,660 +34%
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