DFSU icon

Dimensional US Sustainability Core 1 ETF

98 hedge funds and large institutions have $722M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
19
Increased
53
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$170M +$4.94M +177,980 +3%
RS
2
Retirement Solution
Washington
$170M +$4.74M +170,847 +3%
SIS
3
Strategic Investment Solutions
Illinois
$127M +$125M +4,321,112 +7,381%
QFA
4
Quantum Financial Advisors
California
$49.7M +$997K +35,930 +2%
AC
5
AWM Capital
Arizona
$41M +$22M +792,397 +115%
MWM
6
Merriman Wealth Management
Washington
$26.1M +$745K +26,844 +3%
AWP
7
Abacus Wealth Partners
California
$23M +$1.5M +54,059 +7%
GC
8
Gibson Capital
Pennsylvania
$11.4M
AP
9
Adero Partners
California
$10.5M +$304K +10,963 +3%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$7.75M +$7.75M +279,272 New
FPAS
11
Focus Partners Advisor Solutions
Missouri
$6.71M +$2.57M +92,738 +62%
PFO
12
Pathstone Family Office
New Jersey
$5.96M +$754K +27,181 +14%
HFS
13
Heritage Financial Services
Massachusetts
$5.9M +$545K +19,650 +10%
FFM
14
Forum Financial Management
Illinois
$5.74M +$3.25M +117,070 +130%
NL
15
NWAM LLC
Washington
$4.99M +$3.65M +131,599 +273%
PCI
16
Planning Center Inc
Illinois
$4.08M -$26.9K -970 -0.7%
NCM
17
New Capital Management
Texas
$3.67M +$3.67M +132,175 New
NCM
18
Northland Capital Management
Minnesota
$3.04M +$1.08M +38,987 +55%
TWA
19
Trellis Wealth Advisors
California
$2.95M +$2.26M +81,337 +323%
BSW
20
Buckingham Strategic Wealth
Missouri
$2.78M +$2.46M +88,722 +779%
B
21
BetterWealth
California
$2.63M -$83.1K -2,996 -3%
QHA
22
Quarry Hill Advisors
Minnesota
$2.56M +$541K +19,486 +27%
RIM
23
Rockbridge Investment Management
New York
$1.81M +$1.34M +48,275 +285%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.77M +$49.3K +1,776 +3%
WCWM
25
Willow Creek Wealth Management
California
$1.69M +$130K +4,675 +8%