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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
$102M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$8.64M
3
NL
NWAM LLC
Washington
$7.03M
4
QFA
Quantum Financial Advisors
California
$83M
5
PFA
Pure Financial Advisors
California
$3.33M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$0
2
RS
Retirement Solution
Washington
$218M
3
FTUS
Flow Traders U.S.
New York
$0
4
Millennium Management
Millennium Management
New York
$0
5
SSC
Syverson Strege & Co
Iowa
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
76
Tanager Wealth Management
United Kingdom
$782K -$2.08K -56 -0.3%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$772K +$74.4K +2,000 +11%
IAG
78
Investment Advisory Group
Massachusetts
$754K – – –
KP
79
Keel Point
Alabama
$751K – – –
DADC
80
D.A. Davidson & Co
Montana
$751K -$50.2K -1,351 -6%
CCMI
81
Creative Capital Management Investments
California
$719K +$371K +9,975 +106%
Stifel Financial
82
Stifel Financial
Missouri
$718K +$174K +4,691 +32%
W
83
WPWealth
Texas
$708K +$708K +19,040 New
DWM
84
Diversify Wealth Management
Utah
$694K -$69.4K -1,855 -9%
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$690K +$29.1K +783 +4%
LWA
86
Ledgewood Wealth Advisors
New Hampshire
$674K – – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$673K +$673K +18,089 New
Osaic Holdings
88
Osaic Holdings
Arizona
$670K +$576K +15,481 +612%
OWM
89
Opes Wealth Management
California
$640K +$27.1K +730 +4%
PHWM
90
Pine Harbor Wealth Management
Maryland
$572K +$572K +15,394 New
SC
91
Savant Capital
Illinois
$571K +$44.6K +1,199 +8%
VBA
92
von Borstel & Associates
Oregon
$559K +$559K +15,050 New
FFM
93
Flagstone Financial Management
Nebraska
$552K +$22.3K +601 +4%
HCM
94
Hutchinson Capital Management
California
$527K +$239K +6,426 +83%
AWS
95
Atria Wealth Solutions
New York
$522K +$522K +14,034 New
FG
96
Foster Group
Iowa
$496K – – –
MWM
97
Meritas Wealth Management
California
$490K +$231K +6,216 +89%
GA
98
Greenspring Advisors
Maryland
$475K – – –
FCG
99
Financial Connections Group
California
$454K +$5.27K +142 +1%
FMWA
100
Forvis Mazars Wealth Advisors
Missouri
$439K -$1.34K -36 -0.3%
2 3
4
5 6