Dfa US Sustain Core 1DFSIX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$44.78avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Dfa US Sustain Core 1 (DFSIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Garde Capital, Inc. ($3.3M), MAI Capital Management ($549K) and Encompass Wealth Advisors, LLC ($418K).
- Company
- Dfa US Sustain Core 1
- CUSIP
- 233203215
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 3 shares bought and 1,464 shares sold, net −1,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Garde Capital, Inc. | 0.22% | Reduce -1.5% | 74,259 | $3.3M |
| MAI Capital Management | 0.01% | Reduce -2.5% | 12,250 | $549K |
| Encompass Wealth Advisors, LLC | 0.11% | No change | 9,328 | $418K |
| Coston, McIsaac & Partners | 0.05% | Add +0.1% | 4,169 | $186K |
"% 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.