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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

85 hedge funds and large institutions have $551M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
42
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$19.7M
2
GC
2
Gibson Capital
Pennsylvania
$11.8M
3
QFA
3
Quantum Financial Advisors
California
$50.4M
4
RS
4
Retirement Solution
Washington
$171M
5
AWM
5
AE Wealth Management
Kansas
$171M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
MWM
2
Merriman Wealth Management
Washington
$26.3M
3
FCG
3
Financial Connections Group
California
$216K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
SSC
5
Syverson Strege & Co
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$171M +$5.27M +183,454 +3%
RS
2
Retirement Solution
Washington
$171M +$5.5M +191,714 +3%
QFA
3
Quantum Financial Advisors
California
$50.4M +$9.43M +328,651 +23%
MWM
4
Merriman Wealth Management
Washington
$26.3M -$334K -11,639 -1%
AWP
5
Abacus Wealth Partners
California
$22.3M +$2.45M +85,210 +12%
AC
6
AWM Capital
Arizona
$19.7M +$14.4M +502,120 +272%
GC
7
Gibson Capital
Pennsylvania
$11.8M +$11.8M +412,363 New
AP
8
Adero Partners
California
$10.6M +$3.14M +109,305 +42%
HFS
9
Heritage Financial Services
Massachusetts
$5.54M +$1.5M +52,234 +37%
Corient Private Wealth
10
Corient Private Wealth
Florida
$5.47M +$553K +19,248 +11%
PFO
11
Pathstone Family Office
New Jersey
$5.39M +$2.13M +74,136 +65%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$4.28M +$2.67M +92,938 +166%
PCI
13
Planning Center Inc
Illinois
$4.25M -$29K -1,012 -0.7%
B
14
BetterWealth
California
$2.8M -$21.1K -735 -0.7%
FFM
15
Forum Financial Management
Illinois
$2.58M +$1.77M +61,591 +218%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.21M +$1.2M +41,803 +119%
QHA
17
Quarry Hill Advisors
Minnesota
$2.09M +$445K +15,503 +27%
NCM
18
Northland Capital Management
Minnesota
$2.03M +$2.03M +70,625 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.78M +$384K +13,378 +28%
WCWM
20
Willow Creek Wealth Management
California
$1.62M +$692K +24,095 +75%
SIS
21
Strategic Investment Solutions
Illinois
$1.58M +$152K +5,637 +11%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.54M +$1.54M +52,238 New
NL
23
NWAM LLC
Washington
$1.38M +$1.38M +48,186 New
RIP
24
RAM Investment Partners
Washington
$1.23M +$228K +7,958 +23%
MWM
25
Modera Wealth Management
New Jersey
$1.22M +$924K +32,181 +309%
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