Dimensional US Sustainability Core 1 ETF
DFSU
DFSU
126 hedge funds and large institutions have $638M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
14% less capital invested
Capital invested by funds: $739M → $638M (-$101M)
34.14% less ownership
Funds ownership: 103.86% → 69.72% (-34%)
Holders
126
Holding in Top 10
9
Calls
–
Puts
–
Top Buyers
| 1 | +$8.59M | |
| 2 | +$7.69M | |
| 3 | +$2.52M | |
| 4 |
NCM
New Capital Management
Houston,
Texas
|
+$2.2M |
| 5 |
SIC
SJS Investment Consulting
Sylvania,
Ohio
|
+$2.14M |
Top Sellers
| 1 | -$197M | |
| 2 | -$2.37M | |
| 3 | -$2.01M | |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.8M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$511K |