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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
Stifel Financial
76
Stifel Financial
Missouri
$492K +$60.9K +1,873 +15%
NRWA
77
North Ridge Wealth Advisors
Oregon
$490K -$4.81K -148 -1%
GA
78
Greenspring Advisors
Maryland
$439K – – –
FMWA
79
Forvis Mazars Wealth Advisors
Missouri
$423K -$13.1K -403 -3%
RWM
80
Ruedi Wealth Management
Illinois
$385K – – –
TIM
81
Tortoise Investment Management
New York
$379K +$5.2K +160 +1%
KAS
82
Kestra Advisory Services
Texas
$377K +$13.7K +421 +4%
PCM
83
Passive Capital Management
Maryland
$372K – – –
Betterment LLC
84
Betterment LLC
New York
$354K +$335K +10,299 New
AF
85
Advisornet Financial
Minnesota
$351K -$482K -14,845 -59%
GSC
86
Grey Street Capital
Illinois
$344K +$325K +10,000 New
PCIA
87
Prime Capital Investment Advisors
Kansas
$343K -$7.21K -222 -2%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$340K +$48.9K +1,504 +18%
SC
89
Savant Capital
Illinois
$327K -$240K -7,375 -44%
CCMI
90
Creative Capital Management Investments
California
$322K +$142K +4,361 +87%
LWP
91
Laurel Wealth Planning
Minnesota
$307K – – –
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$302K +$286K +8,786 New
Mariner
93
Mariner
Kansas
$280K +$264K +8,128 New
AFG
94
Altiora Financial Group
Ohio
$275K +$260K +8,000 New
HCM
95
Hutchinson Capital Management
California
$267K – – –
TCM
96
Towneley Capital Management
California
$261K +$6.82K +210 +3%
MWM
97
Meritas Wealth Management
California
$259K – – –
ACC
98
Acorn Creek Capital
Colorado
$258K -$12.9K -398 -5%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$243K – – –
SPI
100
Sutton Place Investors
New York
$241K +$227K +7,000 New
2 3
4
5 6

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.