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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

141 hedge funds and large institutions have $695M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

82% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 34

12% more funds holding

Funds holding: 126 → 141 (+15)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

9% more capital invested

Capital invested by funds: $638M → $695M (+$56.9M)

1.63% less ownership

Funds ownership: 69.72% → 68.09% (-1.6%)

Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.04%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
21
Increased
62
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$7.98M
2
CPCM
Cardinal Point Capital Management
Ontario, Canada
+$4.56M
3
QFA
Quantum Financial Advisors
California
+$4.34M
4
WA
Wealth Architects
California
+$2.33M
5
WWP
Waypoint Wealth Partners
California
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
NL
NWAM LLC
Washington
-$6.31M
2
RS
Retirement Solution
Washington
-$3.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.55M
4
GC
Gibson Capital
Pennsylvania
-$613K
5
MGW
MB Generational Wealth
Washington
-$528K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
101
Hutchinson Capital Management
California
$270K – – –
ACC
102
Acorn Creek Capital
Colorado
$264K +$2.81K +83 +1%
TCM
103
Towneley Capital Management
California
$257K -$6.47K -191 -3%
LWP
104
Laurel Wealth Planning
Minnesota
$253K -$56.8K -1,675 -19%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$247K – – –
MWM
106
Meritas Wealth Management
California
$243K -$19K -560 -7%
SPI
107
Sutton Place Investors
New York
$242K -$1.76K -52 -0.7%
JP Morgan Chase
108
JP Morgan Chase
New York
$242K – – –
HighTower Advisors
109
HighTower Advisors
Illinois
$240K – – –
FFA
110
Farther Finance Advisors
California
$227K – – –
AAM
111
Austin Asset Management
Texas
$227K +$220K +6,500 New
SOAG
112
Silver Oak Advisory Group
Oregon
$226K +$542 +16 +0.2%
EFP
113
Envision Financial Planning
Tennessee
$218K +$212K +6,246 New
Millennium Management
114
Millennium Management
New York
$212K +$206K +6,076 New
EWA
115
Exencial Wealth Advisors
Oklahoma
$209K +$203K +5,990 New
PWS
116
Physician Wealth Solutions
Nevada
$202K +$197K +5,800 New
RTL
117
Red Tortoise LLC
Georgia
$165K +$373 +11 +0.2%
JWA
118
JFS Wealth Advisors
Pennsylvania
$164K – – –
MFA
119
McClarren Financial Advisors
Pennsylvania
$146K +$1.15K +34 New
GWS
120
Glassman Wealth Services
Virginia
$141K +$8.78K +259 +7%
RLIM
121
Red Lighthouse Investment Management
New York
$130K – – –
TWD
122
True Wealth Design
Ohio
$130K – – –
BAM
123
Belpointe Asset Management
Nevada
$123K +$119K +3,523 New
CCA
124
Criterion Capital Advisors
Tennessee
$123K +$610 +18 +0.5%
CA
125
Clearstead Advisors
Ohio
$119K – – –
2 3 4
5
6

DFSU Hedge Fund Activity: Q2 2024 in Review

141 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2024, worth a combined $695M — up 8.9% from $638M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFSU positions and 4 closed out — a net gain of 17 holders — while 62 added to existing stakes and 34 trimmed.

The largest buyer was AWM Capital, adding an estimated $7.98M. The largest seller was NWAM LLC, exiting entirely with an estimated $6.31M sold.

  • 141 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2024, up from 126 in Q1 2024.
  • Funds reported $695M of Dimensional US Sustainability Core 1 ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2024 and 4 closed out, a net change of +17 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2024 was AWM Capital, an estimated $7.98M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2024 was NWAM LLC, an estimated $6.31M sold.

Based on aggregated 13F filings for Q2 2024.