Dimensional US Sustainability Core 1 ETF (DFSU)

• Market cap: $1.38B
• 1 day: 1.01%
• 5 days: 3.38%
• 1 month: 1.95%
• 3 months: 3.30%
• 6 months: 9.06%
• Year to date: 3.46%
• 1 year: 23.84%
• 5 years: 57.61%
• 10 years: 57.61%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

179% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 28

15% more capital invested

Capital invested by funds: $687M [Q2] → $788M (+$102M) [Q3]

10% more funds holding in top 10

Funds holding in top 10: 10 [Q2] → 11 (+1) [Q3]

9% more funds holding

Funds holding: 138 [Q2] → 151 (+13) [Q3]

1.55% less ownership

Funds ownership: 67.31% [Q2] → 65.76% (-1.55%) [Q3]