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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 %
HA
126
Herold Advisors
New York
$212K +$212K +5,697 New
TFM
127
Trademark Financial Management
Minnesota
$208K +$208K +5,595 New
JC
128
Jentner Corp
Ohio
$207K +$207K +5,580 New
EWP
129
Elevation Wealth Partners
California
$187K +$78K +2,099 +72%
RTL
130
Red Tortoise LLC
Georgia
$177K +$446 +12 +0.3%
JWA
131
JFS Wealth Advisors
Pennsylvania
$175K – – –
GWS
132
Glassman Wealth Services
Virginia
$162K +$11.8K +318 +8%
RLIM
133
Red Lighthouse Investment Management
New York
$139K – – –
TWD
134
True Wealth Design
Ohio
$138K – – –
BAM
135
Belpointe Asset Management
Nevada
$133K +$2.27K +61 +2%
CA
136
Clearstead Advisors
Ohio
$127K – – –
CCA
137
Criterion Capital Advisors
Tennessee
$123K – – –
BAM
138
Bellevue Asset Management
Washington
$122K – – –
LI
139
LRI Investments
Florida
$118K – – –
AF
140
Allworth Financial
California
$107K +$260 +7 +0.2%
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$103K +$223 +6 +0.2%
GWM
142
Grand Wealth Management
Michigan
$98.4K +$16.4K +441 +20%
IA
143
IFP Advisors
Florida
$58.2K +$58.2K +1,565 New
CMBA
144
C.M. Bidwell & Associates
Hawaii
$55.8K – – –
CPA
145
Cardiff Park Advisors
California
$47.3K +$112 +3 +0.2%
SRCM
146
Signature Resources Capital Management
California
$41.2K +$260 +7 +0.6%
AWM
147
Avior Wealth Management
Nebraska
$30K +$18.9K +507 +169%
MFC
148
Morris Financial Concepts
South Carolina
$16.5K +$16.5K +445 New
ACM
149
Anfield Capital Management
California
$13K – – –
EWA
150
Elevate Wealth Advisory
Georgia
$12.5K +$1.64K +44 +15%
3 4 5
6
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