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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
CG
76
Caprock Group
Idaho
$824K +$202K +5,660 +34%
TWM
77
Tanager Wealth Management
United Kingdom
$782K -$2K -56 -0.3%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$772K +$71.4K +2,000 +11%
IAG
79
Investment Advisory Group
Massachusetts
$754K – – –
KP
80
Keel Point
Alabama
$751K – – –
DADC
81
D.A. Davidson & Co
Montana
$751K -$48.3K -1,351 -6%
CCMI
82
Creative Capital Management Investments
California
$719K +$356K +9,975 +106%
Stifel Financial
83
Stifel Financial
Missouri
$718K +$168K +4,691 +32%
W
84
WPWealth
Texas
$708K +$680K +19,040 New
DWM
85
Diversify Wealth Management
Utah
$694K -$66.3K -1,855 -9%
HNWA
86
Henrickson Nauta Wealth Advisors
Michigan
$690K +$28K +783 +4%
LWA
87
Ledgewood Wealth Advisors
New Hampshire
$674K – – –
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$673K +$646K +18,089 New
Osaic Holdings
89
Osaic Holdings
Arizona
$670K +$553K +15,481 +612%
OWM
90
Opes Wealth Management
California
$640K +$26.1K +730 +4%
PHWM
91
Pine Harbor Wealth Management
Maryland
$572K +$550K +15,394 New
SC
92
Savant Capital
Illinois
$571K +$42.8K +1,199 +8%
VBA
93
von Borstel & Associates
Oregon
$559K +$538K +15,050 New
FFM
94
Flagstone Financial Management
Nebraska
$552K +$21.5K +601 +4%
HCM
95
Hutchinson Capital Management
California
$527K +$230K +6,426 +83%
AWS
96
Atria Wealth Solutions
New York
$522K +$501K +14,034 New
FG
97
Foster Group
Iowa
$496K – – –
MWM
98
Meritas Wealth Management
California
$490K +$222K +6,216 +89%
GA
99
Greenspring Advisors
Maryland
$475K – – –
FCG
100
Financial Connections Group
California
$454K +$5.07K +142 +1%
2 3
4
5 6

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.