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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 %
RS
1
Retirement Solution
Washington
$210M -$2.37M -68,861 -1%
QFA
2
Quantum Financial Advisors
California
$69.3M +$7.69M +223,594 +12%
AC
3
AWM Capital
Arizona
$65.4M +$8.59M +249,737 +15%
MWM
4
Merriman Wealth Management
Washington
$34.7M +$1.01M +29,429 +3%
AWP
5
Abacus Wealth Partners
California
$30.9M +$441K +12,813 +1%
AP
6
Adero Partners
California
$15.4M +$1.93M +55,993 +14%
GC
7
Gibson Capital
Pennsylvania
$14.4M – – –
FFM
8
Forum Financial Management
Illinois
$13M +$732K +21,259 +6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$11.7M +$681K +19,777 +6%
HFS
10
Heritage Financial Services
Massachusetts
$10.8M +$2.52M +73,180 +30%
NCM
11
New Capital Management
Texas
$10.7M +$2.2M +64,020 +26%
FPAS
12
Focus Partners Advisor Solutions
Missouri
$9.82M -$58.3K -1,695 -0.6%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$7.12M -$298K -8,656 -4%
Corient Private Wealth
14
Corient Private Wealth
Florida
$6.98M -$193K -5,605 -3%
PCI
15
Planning Center Inc
Illinois
$6.97M +$80.2K +2,332 +1%
NL
16
NWAM LLC
Washington
$6.31M -$168K -4,871 -3%
BSW
17
Buckingham Strategic Wealth
Missouri
$5.98M +$1.01M +29,240 +20%
QHA
18
Quarry Hill Advisors
Minnesota
$4.94M -$1.38K -40 -0%
WCWM
19
Willow Creek Wealth Management
California
$4.46M +$1.71M +49,791 +62%
NCM
20
Northland Capital Management
Minnesota
$3.76M -$68.7K -1,996 -2%
MGW
21
MB Generational Wealth
Washington
$3.6M +$2.44K +71 +0.1%
AC
22
Apella Capital
Connecticut
$3.35M +$1.51M +44,644 +82%
B
23
BetterWealth
California
$3.15M -$135K -3,936 -4%
SSC
24
Syverson Strege & Co
Iowa
$3.06M -$68.9K -2,003 -2%
SIC
25
SJS Investment Consulting
Ohio
$2.98M +$2.14M +62,317 +256%
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