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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 %
AWM
126
AE Wealth Management
Kansas
– -$197M -6,201,623 Closed
BAM
127
Belpointe Asset Management
Nevada
– -$1.8M -57,925 Closed
Two Sigma Investments
128
Two Sigma Investments
New York
– -$501K -16,100 Closed
AFS
129
Annapolis Financial Services
Maryland
– -$145K -4,659 Closed
MFA
130
McClarren Financial Advisors
Pennsylvania
– -$130K -4,184 Closed
EWA
131
Elevate Wealth Advisory
Georgia
– -$79.8K -2,563 Closed
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$19.8K -635 Closed
2 3 4 5
6