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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 %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.76M +$1.88M +49,707 +215%
TI
52
Truepoint Inc
Ohio
$2.65M -$3.83K -101 -0.1%
BWA
53
Babb Wealth Advisors
Arizona
$2.31M +$2.31M +60,841 New
FWMP
54
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.25M +$2.25M +59,324 New
LFA
55
Level Financial Advisors
New York
$2.22M +$422K +11,144 +24%
TWA
56
Trellis Wealth Advisors
California
$2.12M -$176K -4,650 -8%
LPL Financial
57
LPL Financial
California
$2.06M +$441K +11,637 +27%
MWG
58
Martin Worley Group
Utah
$1.96M +$1.96M +51,620 New
LAMC
59
Longview Asset Management (California)
California
$1.95M +$1.95M +51,471 New
RIM
60
RW Investment Management
Idaho
$1.95M -$87.9K -2,318 -4%
UWM
61
United Wealth Management
Virginia
$1.91M +$1.91M +50,497 New
DPW
62
DiNuzzo Private Wealth
Pennsylvania
$1.91M -$177K -4,664 -8%
TWA
63
TCI Wealth Advisors
Arizona
$1.89M +$235K +6,204 +14%
JC
64
Jentner Corp
Ohio
$1.77M +$1.56M +41,048 +736%
DWA
65
Delap Wealth Advisory
Oregon
$1.75M +$432K +11,404 +33%
EFN
66
Equita Financial Network
Pennsylvania
$1.63M -$89.7K -2,368 -5%
FFG
67
Fiduciary Financial Group
California
$1.61M +$261K +6,973 +19%
PAG
68
Private Advisor Group
New Jersey
$1.58M -$453K -11,944 -22%
FFA
69
Farther Finance Advisors
California
$1.49M +$131K +3,459 +10%
MWM
70
Modera Wealth Management
New Jersey
$1.47M +$13.8K +363 +0.9%
EFP
71
EnRich Financial Partners
Wisconsin
$1.47M +$114 +3 +0%
SC
72
Savant Capital
Illinois
$1.42M +$842K +22,228 +145%
PWA
73
Physician Wealth Advisors
Utah
$1.28M -$25.8K -680 -2%
PWM
74
Penobscot Wealth Management
Maine
$1.26M -$112K -2,960 -8%
WAN
75
Wealth Advisors Northwest
Oregon
$1.23M +$1.23M +32,527 New
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