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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

115 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+17
Holders Change %
+17.35%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
25
Increased
56
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$6.49M
2
AC
2
AWM Capital
Arizona
$51.4M
3
FFM
3
Forum Financial Management
Illinois
$11.1M
4
NCM
4
New Capital Management
Texas
$7.67M
5
SSC
5
Syverson Strege & Co
Iowa
$2.83M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$5.79M
2
TWA
2
Trellis Wealth Advisors
California
$1.79M
3
WWM
3
Wolff Wiese Magana
California
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
NRWA
5
North Ridge Wealth Advisors
Oregon
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$197M +$2.49M +78,268 +1%
RS
2
Retirement Solution
Washington
$192M +$1.94M +62,450 +1%
QFA
3
Quantum Financial Advisors
California
$55.8M +$25.7K +824 +0%
AC
4
AWM Capital
Arizona
$51.4M +$5.36M +172,081 +12%
MWM
5
Merriman Wealth Management
Washington
$30.5M +$1.17M +37,540 +4%
AWP
6
Abacus Wealth Partners
California
$27.5M +$1.71M +54,784 +7%
GC
7
Gibson Capital
Pennsylvania
$13.1M +$220K +7,061 +2%
AP
8
Adero Partners
California
$12.2M +$426K +13,687 +4%
FFM
9
Forum Financial Management
Illinois
$11.1M +$4.62M +148,434 +72%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$9.95M +$1.26M +40,461 +14%
FPAS
11
Focus Partners Advisor Solutions
Missouri
$8.94M +$1.41M +45,393 +19%
NCM
12
New Capital Management
Texas
$7.67M +$3.55M +114,163 +86%
HFS
13
Heritage Financial Services
Massachusetts
$7.5M +$882K +28,330 +13%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$6.71M +$6.71M +215,475 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$6.49M +$6.49M +208,570 New
PCI
16
Planning Center Inc
Illinois
$6.24M +$1.66M +53,166 +36%
NL
17
NWAM LLC
Washington
$5.86M +$265K +8,516 +5%
SIS
18
Strategic Investment Solutions
Illinois
$5.79M -$131M -4,193,548 -96%
BSW
19
Buckingham Strategic Wealth
Missouri
$4.5M +$1.38M +44,428 +44%
QHA
20
Quarry Hill Advisors
Minnesota
$4.47M +$1.6M +51,409 +56%
NCM
21
Northland Capital Management
Minnesota
$3.46M +$51.7K +1,662 +2%
MGW
22
MB Generational Wealth
Washington
$3.26M +$3.26M +104,573 New
B
23
BetterWealth
California
$2.98M +$28.3K +908 +1%
SSC
24
Syverson Strege & Co
Iowa
$2.83M +$2.83M +91,036 New
Jane Street
25
Jane Street
New York
$2.62M +$2.62M +84,190 New
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