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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

115 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
25
Increased
56
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$6.49M
2
AC
AWM Capital
Arizona
$51.4M
3
FFM
Forum Financial Management
Illinois
$11.1M
4
NCM
New Capital Management
Texas
$7.67M
5
SSC
Syverson Strege & Co
Iowa
$2.83M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$5.79M
2
TWA
Trellis Wealth Advisors
California
$1.79M
3
WWM
Wolff Wiese Magana
California
$0
4
FTUS
Flow Traders U.S.
New York
$0
5
NRWA
North Ridge Wealth Advisors
Oregon
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
76
FirstPurpose Wealth
Utah
$362K +$11.6K +373 +3%
RWM
77
Ruedi Wealth Management
Illinois
$348K – – –
TIM
78
Tortoise Investment Management
New York
$337K – – –
PCM
79
Passive Capital Management
Maryland
$336K – – –
KAS
80
Kestra Advisory Services
Texas
$328K – – –
PCIA
81
Prime Capital Investment Advisors
Kansas
$317K – – –
LWP
82
Laurel Wealth Planning
Minnesota
$278K – – –
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$261K -$218 -7 -0.1%
ACC
84
Acorn Creek Capital
Colorado
$246K +$246K +7,892 New
HCM
85
Hutchinson Capital Management
California
$241K – – –
MWM
86
Meritas Wealth Management
California
$234K +$234K +7,519 New
TCM
87
Towneley Capital Management
California
$229K +$229K +7,366 New
LAM
88
LifePro Asset Management
California
$227K -$9.84K -316 -4%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$220K +$220K +7,072 New
HighTower Advisors
90
HighTower Advisors
Illinois
$214K +$214K +6,888 New
FWP
91
Family Wealth Partners
North Carolina
$207K +$207K +6,648 New
FFA
92
Farther Finance Advisors
California
$203K – – –
CCMI
93
Creative Capital Management Investments
California
$156K +$14.8K +474 +10%
RTL
94
Red Tortoise LLC
Georgia
$147K +$560 +18 +0.4%
JWA
95
JFS Wealth Advisors
Pennsylvania
$147K – – –
AFS
96
Annapolis Financial Services
Maryland
$145K – – –
Osaic Holdings
97
Osaic Holdings
Arizona
$131K +$529 +17 +0.4%
MFA
98
McClarren Financial Advisors
Pennsylvania
$130K +$497 +16 +0.4%
TWD
99
True Wealth Design
Ohio
$120K +$120K +3,859 New
RLIM
100
Red Lighthouse Investment Management
New York
$117K – – –
1 2 3
4
5