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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
1
AWM Capital
Arizona
$102M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$8.64M
3
NL
3
NWAM LLC
Washington
$7.03M
4
QFA
4
Quantum Financial Advisors
California
$83M
5
PFA
5
Pure Financial Advisors
California
$3.33M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
RS
2
Retirement Solution
Washington
$218M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
SSC
5
Syverson Strege & Co
Iowa
$3.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
1
Retirement Solution
Washington
$218M -$5.74M -154,269 -3%
AC
2
AWM Capital
Arizona
$102M +$23M +618,199 +29%
QFA
3
Quantum Financial Advisors
California
$83M +$3.3M +88,866 +4%
MWM
4
Merriman Wealth Management
Washington
$37.8M +$423K +11,366 +1%
AWP
5
Abacus Wealth Partners
California
$36.2M +$2.16M +58,139 +6%
AP
6
Adero Partners
California
$19.4M +$823K +22,132 +4%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15M +$1.75M +47,054 +13%
GC
8
Gibson Capital
Pennsylvania
$14.9M – – –
FFM
9
Forum Financial Management
Illinois
$14.8M +$109K +2,931 +0.7%
FPAS
10
Focus Partners Advisor Solutions
Missouri
$12.9M +$1.49M +40,004 +13%
NCM
11
New Capital Management
Texas
$11.7M +$43.6K +1,174 +0.4%
HFS
12
Heritage Financial Services
Massachusetts
$11.5M -$75.8K -2,039 -0.7%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$10M +$796K +21,405 +9%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$8.64M +$8.64M +232,306 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$7.53M +$62K +1,668 +0.8%
PCI
16
Planning Center Inc
Illinois
$7.52M -$61.8K -1,663 -0.8%
WCWM
17
Willow Creek Wealth Management
California
$7.19M +$324K +8,705 +5%
NL
18
NWAM LLC
Washington
$7.03M +$7.03M +189,040 New
OIA
19
OneDigital Investment Advisors
Kansas
$6.94M +$2.24M +60,276 +48%
SIS
20
Strategic Investment Solutions
Illinois
$6.79M -$7.1K -191 -0.1%
QHA
21
Quarry Hill Advisors
Minnesota
$6.38M +$86.1K +2,317 +1%
CPCM
22
Cardinal Point Capital Management
Ontario, Canada
$6.35M +$439K +11,800 +7%
SIC
23
SJS Investment Consulting
Ohio
$6.25M +$638K +17,165 +11%
NCM
24
Northland Capital Management
Minnesota
$5M +$422K +11,354 +9%
AC
25
Apella Capital
Connecticut
$4.88M +$599K +16,252 +14%
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