DFSU icon

Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

125 hedge funds and large institutions have $637M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.81%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
66
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$65.4M
2
QFA
2
Quantum Financial Advisors
California
$69.3M
3
HFS
3
Heritage Financial Services
Massachusetts
$10.8M
4
NCM
4
New Capital Management
Texas
$10.7M
5
SIC
5
SJS Investment Consulting
Ohio
$2.98M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
RS
2
Retirement Solution
Washington
$210M
3
Jane Street
3
Jane Street
New York
$886K
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
AF
5
Advisornet Financial
Minnesota
$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$237K +$172 +5 +0.1%
FWP
102
Family Wealth Partners
North Carolina
$230K +$1.14K +33 +0.5%
SOAG
103
Silver Oak Advisory Group
Oregon
$224K +$224K +6,493 New
FFM
104
Flagstone Financial Management
Nebraska
$224K +$224K +6,496 New
FFA
105
Farther Finance Advisors
California
$223K – – –
RTL
106
Red Tortoise LLC
Georgia
$163K +$275 +8 +0.2%
JWA
107
JFS Wealth Advisors
Pennsylvania
$162K – – –
Osaic Holdings
108
Osaic Holdings
Arizona
$145K +$206 +6 +0.1%
GWS
109
Glassman Wealth Services
Virginia
$130K +$22.6K +657 +21%
RLIM
110
Red Lighthouse Investment Management
New York
$129K – – –
TWD
111
True Wealth Design
Ohio
$128K -$4.82K -140 -4%
CCA
112
Criterion Capital Advisors
Tennessee
$120K +$53K +1,539 +79%
CA
113
Clearstead Advisors
Ohio
$116K +$116K +3,423 New
LI
114
LRI Investments
Florida
$105K +$105K +3,041 New
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$94.6K +$86.6K +2,516 +1,075%
EWP
116
Elevation Wealth Partners
California
$83.9K -$998 -29 -1%
CMBA
117
C.M. Bidwell & Associates
Hawaii
$51.6K +$51.6K +1,500 New
CPA
118
Cardiff Park Advisors
California
$43.6K +$10.5K +305 +32%
SRCM
119
Signature Resources Capital Management
California
$13.9K – – –
ACA
120
Aptus Capital Advisors
Alabama
$11.2K +$11.2K +326 New
AWM
121
Avior Wealth Management
Nebraska
$10.3K +$34 +1 +0.3%
UBS Group
122
UBS Group
Switzerland
$7.3K +$5.13K +149 +237%
SFC
123
SYM Financial Corp
Indiana
$4.13K – – –
QC
124
Quent Capital
New York
$69 +$35 +1 +100%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$34 +$34 +1 New
2 3 4
5
6