Dfa US Sustain Core 1DFSIX
13F holders, Q2 2024 (June 30)4holders −1
0new positions
1sold out
$41.90avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Dfa US Sustain Core 1 (DFSIX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Garde Capital, Inc. ($3.2M), MAI Capital Management ($527K) and Encompass Wealth Advisors, LLC ($391K).
- Company
- Dfa US Sustain Core 1
- CUSIP
- 233203215
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 4,703 shares bought and 34,833 shares sold, net −30,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Garde Capital, Inc. | 0.22% | Reduce -5.7% | 75,407 | $3.2M |
| MAI Capital Management | 0.01% | Add +59.6% | 12,566 | $527K |
| Encompass Wealth Advisors, LLC | 0.10% | No change | 9,328 | $391K |
| Coston, McIsaac & Partners | 0.05% | Add +0.3% | 4,166 | $174K |
"% 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.