DFA US SUSTAINABILITY CORE 1 - DFSIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | History | New | 3,868 | 217 | 0.05% | — | 1 | +3,868 | New | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,847 | 103 | 0.02% | 0.02% | 2 | +4 | 0.22% | Q2 2026 | Aug 12, 2026 |
| NBT BANK, N.A. | History | New | 1,348 | 75 | 0.0% | — | 3 | +1,348 | New | Q2 2026 | Jul 29, 2026 |