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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

155 hedge funds and large institutions have $797M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

186% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 28

15% more capital invested

Capital invested by funds: $695M → $797M (+$103M)

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

10% more funds holding

Funds holding: 141 → 155 (+14)

1.58% less ownership

Funds ownership: 68.09% → 66.51% (-1.6%)

Holders
155
Holders Change
+14
Holders Change %
+9.93%
% of All Funds
2.23%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
19
Increased
80
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$22.1M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.3M
3
NL
NWAM LLC
Washington
+$6.75M
4
QFA
Quantum Financial Advisors
California
+$3.17M
5
PFA
Pure Financial Advisors
California
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$7.4M
2
RS
Retirement Solution
Washington
-$5.51M
3
FTUS
Flow Traders U.S.
New York
-$1.39M
4
Millennium Management
Millennium Management
New York
-$212K
5
SSC
Syverson Strege & Co
Iowa
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Architects
California
$4.85M +$701K +19,622 +18%
WWP
27
Waypoint Wealth Partners
California
$4.63M +$132K +3,697 +3%
RIP
28
RAM Investment Partners
Washington
$3.68M +$603K +16,888 +21%
BJL
29
Brighton Jones LLC
Washington
$3.51M +$70.9K +1,985 +2%
PFA
30
Pure Financial Advisors
California
$3.33M +$2.43M +68,028 +315%
MGW
31
MB Generational Wealth
Washington
$3.26M -$49K -1,373 -2%
LAM
32
LifePro Asset Management
California
$3.23M +$1.22M +34,083 +65%
SSC
33
Syverson Strege & Co
Iowa
$3.22M -$200K -5,600 -6%
B
34
BetterWealth
California
$3.18M -$57.8K -1,617 -2%
ADL
35
Asset Dedication LLC
California
$2.76M +$631K +17,663 +31%
AA
36
Addison Advisors
Vermont
$2.75M +$349K +9,780 +15%
RIM
37
Rockbridge Investment Management
New York
$2.74M +$44.1K +1,236 +2%
CPIG
38
Chicago Partners Investment Group
Illinois
$2.73M +$60.8K +1,702 +2%
FOA
39
Five Oceans Advisors
California
$2.66M -$116K -3,256 -4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$2.66M +$135K +3,770 +6%
TI
41
Truepoint Inc
Ohio
$2.6M +$609K +17,049 +32%
WANY
42
Wealthspire Advisors (New York)
New York
$2.28M +$2.19M +61,236 New
TWA
43
Trellis Wealth Advisors
California
$2.25M +$108K +3,015 +5%
ASI
44
Advisory Services & Investments
Oregon
$2.23M +$286 +8 +0%
CCM
45
Carlson Capital Management
Minnesota
$2.21M +$933K +26,117 +79%
NA
46
NewEdge Advisors
Louisiana
$2.05M +$66.3K +1,856 +3%
DPW
47
DiNuzzo Private Wealth
Pennsylvania
$2.05M -$6.5K -182 -0.3%
RIM
48
RW Investment Management
Idaho
$2M +$14.7K +411 +0.8%
PAG
49
Private Advisor Group
New Jersey
$1.99M +$83.5K +2,339 +5%
LFA
50
Level Financial Advisors
New York
$1.76M +$296K +8,277 +21%
1
2
3 4 5

DFSU Hedge Fund Activity: Q3 2024 in Review

155 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2024, worth a combined $797M — up 15% from $695M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSU positions and 3 closed out — a net gain of 16 holders — while 80 added to existing stakes and 28 trimmed.

The largest buyer was AWM Capital, adding an estimated $22.1M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $7.4M sold.

  • 155 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2024, up from 141 in Q2 2024.
  • Funds reported $797M of Dimensional US Sustainability Core 1 ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 19 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2024 and 3 closed out, a net change of +16 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $22.1M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2024 was Elser Financial Planning, an estimated $7.4M sold.

Based on aggregated 13F filings for Q3 2024.