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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

126 hedge funds and large institutions have $638M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9% more funds holding

Funds holding: 116 → 126 (+10)

14% less capital invested

Capital invested by funds: $739M → $638M (-$101M)

34.14% less ownership

Funds ownership: 103.86% → 69.72% (-34%)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
19
Increased
67
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$8.12M
2
QFA
Quantum Financial Advisors
California
+$7.27M
3
HFS
Heritage Financial Services
Massachusetts
+$2.38M
4
NCM
New Capital Management
Texas
+$2.08M
5
SIC
SJS Investment Consulting
Ohio
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$197M
2
RS
Retirement Solution
Washington
-$2.24M
3
Jane Street
Jane Street
New York
-$1.9M
4
BAM
Belpointe Asset Management
Nevada
-$1.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$501K
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$2.96M +$284K +8,736 +11%
FOA
27
Five Oceans Advisors
California
$2.61M +$827K +25,445 +50%
RIP
28
RAM Investment Partners
Washington
$2.4M +$276K +8,480 +14%
OIA
29
OneDigital Investment Advisors
Kansas
$2.39M +$1.51M +46,371 +201%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.32M +$914K +28,119 +71%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.14M -$54.4K -1,674 -3%
ASI
32
Advisory Services & Investments
Oregon
$2.11M +$1.99M +61,308 New
RIM
33
Rockbridge Investment Management
New York
$2.07M +$25.2K +774 +1%
CPIG
34
Chicago Partners Investment Group
Illinois
$2.02M +$318K +9,792 +19%
DPW
35
DiNuzzo Private Wealth
Pennsylvania
$2M +$12.8K +395 +0.7%
TWA
36
Trellis Wealth Advisors
California
$1.98M +$5.46K +168 +0.3%
AA
37
Addison Advisors
Vermont
$1.97M +$207K +6,365 +13%
NA
38
NewEdge Advisors
Louisiana
$1.88M +$260 +8 +0%
WWP
39
Waypoint Wealth Partners
California
$1.86M +$777K +23,903 +79%
RIM
40
RW Investment Management
Idaho
$1.81M +$264K +8,138 +18%
ADL
41
Asset Dedication LLC
California
$1.76M -$31.6K -972 -2%
LAM
42
LifePro Asset Management
California
$1.72M +$1.39M +42,774 +585%
PAG
43
Private Advisor Group
New Jersey
$1.5M +$1.42M +43,730 New
TI
44
Truepoint Inc
Ohio
$1.45M +$584K +17,959 +74%
WA
45
Wealth Architects
California
$1.45M +$73K +2,248 +6%
MWM
46
Modera Wealth Management
New Jersey
$1.45M -$9.65K -297 -0.7%
LFA
47
Level Financial Advisors
New York
$1.37M +$1.2M +36,976 +1,259%
EFP
48
EnRich Financial Partners
Wisconsin
$1.34M -$40.6K -1,248 -3%
SRWM
49
Shira Ridge Wealth Management
California
$1.23M +$56.4K +1,735 +5%
CFA
50
Cahill Financial Advisors
Minnesota
$1.18M +$389K +11,983 +53%
1
2
3 4 5

DFSU Hedge Fund Activity: Q1 2024 in Review

126 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q1 2024, worth a combined $638M — down 14% from $739M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSU positions and 7 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was AWM Capital, adding an estimated $8.12M. The largest seller was AE Wealth Management, exiting entirely with an estimated $197M sold.

  • 126 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q1 2024, up from 116 in Q4 2023.
  • Funds reported $638M of Dimensional US Sustainability Core 1 ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 19 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q1 2024 and 7 closed out, a net change of +12 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q1 2024 was AWM Capital, an estimated $8.12M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q1 2024 was AE Wealth Management, an estimated $197M sold.

Based on aggregated 13F filings for Q1 2024.