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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$439K -$1.29K -36 -0.3%
SPA
102
Shore Point Advisors
New Jersey
$428K +$411K +11,501 New
RWM
103
Ruedi Wealth Management
Illinois
$423K +$7.04K +197 +2%
GWA
104
Geometric Wealth Advisors
District of Columbia
$411K +$395K +11,046 New
TIM
105
Tortoise Investment Management
New York
$409K – – –
KAS
106
Kestra Advisory Services
Texas
$407K – – –
EFP
107
Envision Financial Planning
Tennessee
$404K +$165K +4,615 +74%
PCM
108
Passive Capital Management
Maryland
$402K – – –
AF
109
Advisornet Financial
Minnesota
$369K -$571 -16 -0.2%
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$361K -$786 -22 -0.2%
PCIA
111
Prime Capital Investment Advisors
Kansas
$343K -$20.4K -571 -6%
Mariner
112
Mariner
Kansas
$328K +$24.9K +697 +9%
FWP
113
Family Wealth Partners
North Carolina
$289K +$429 +12 +0.2%
TCM
114
Towneley Capital Management
California
$289K +$13.4K +375 +5%
AWM
115
Austin Wealth Management
Texas
$277K +$268K +7,515 New
CGL
116
Clarius Group LLC
Washington
$274K +$263K +7,374 New
ACC
117
Acorn Creek Capital
Colorado
$271K -$10.2K -286 -4%
LWP
118
Laurel Wealth Planning
Minnesota
$269K – – –
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$261K – – –
HighTower Advisors
120
HighTower Advisors
Illinois
$257K – – –
JP Morgan Chase
121
JP Morgan Chase
New York
$257K -$1.36K -38 -0.5%
SPI
122
Sutton Place Investors
New York
$257K -$1.36K -38 -0.5%
SOAG
123
Silver Oak Advisory Group
Oregon
$242K +$536 +15 +0.2%
AAM
124
Austin Asset Management
Texas
$242K – – –
EWA
125
Exencial Wealth Advisors
Oklahoma
$222K -$893 -25 -0.4%
3 4
5
6 7

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.