Dfa US Sustain Core 1DFSIX
13F holders, Q1 2024 (March 31)5holders
$40.34avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Dfa US Sustain Core 1 (DFSIX) in their 13F filings. The largest holders were Garde Capital, Inc. ($3.3M), Cable Hill Partners, LLC ($1.1M) and Encompass Wealth Advisors, LLC ($385K).
- Company
- Dfa US Sustain Core 1
- CUSIP
- 233203215
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $105K |
Ownership 5 holders
| Garde Capital, Inc. | 0.23% | Reduce -0.9% | 79,984 | $3.3M |
| Cable Hill Partners, LLC | 0.14% | No change | 30,256 | $1.1M |
| Encompass Wealth Advisors, LLC | 0.10% | No change | 9,328 | $385K |
| MAI Capital Management | 0.00% | Add +0.3% | 7,874 | $325K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 4,155 | $171K |
"% of holder's portfolio" is DFSIX's weight in each manager's 13F, not the share of Dfa US Sustain Core 1 the manager owns.