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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

195 hedge funds and large institutions have $944M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,050% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 4

73% more funds holding in top 10

Funds holding in top 10: 11 → 19 (+8)

72% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 43

26% more funds holding

Funds holding: 155 → 195 (+40)

18% more capital invested

Capital invested by funds: $797M → $944M (+$147M)

5.06% more ownership

Funds ownership: 66.51% → 71.57% (+5.1%)

Holders
195
Holders Change
+40
Holders Change %
+25.81%
% of All Funds
2.57%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.25%
New
46
Increased
74
Reduced
43
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
+$8.47M
2
AC
AWM Capital
Arizona
+$7.02M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$3.12M
4
WCWM
Willow Creek Wealth Management
California
+$2.36M
5
AP
Adero Partners
California
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
RS
Retirement Solution
Washington
-$6.88M
2
WANY
Wealthspire Advisors (New York)
New York
-$1.17M
3
MWM
Merriman Wealth Management
Washington
-$1.12M
4
Jane Street
Jane Street
New York
-$855K
5
Citadel Advisors
Citadel Advisors
Florida
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
KP
101
Keel Point
Alabama
$766K – – –
DWM
102
Diversify Wealth Management
Utah
$696K – – –
BRIA
103
Balanced Rock Investment Advisors
Massachusetts
$691K +$698K +18,224 New
CCMI
104
Creative Capital Management Investments
California
$690K -$43.1K -1,125 -6%
LWA
105
Ledgewood Wealth Advisors
New Hampshire
$687K – – –
OWM
106
Opes Wealth Management
California
$653K +$1.15K +30 +0.2%
BGWM
107
Bridge Generations Wealth Management
Florida
$651K +$658K +17,166 New
CI
108
Cordant Inc
Oregon
$627K -$269K -7,017 -30%
Goldman Sachs
109
Goldman Sachs
New York
$619K +$626K +16,333 New
Creative Planning
110
Creative Planning
Kansas
$615K +$621K +16,216 New
PHWM
111
Pine Harbor Wealth Management
Maryland
$605K +$22.2K +580 +4%
RFP
112
Root Financial Partners
California
$591K +$597K +15,585 New
HNWA
113
Henrickson Nauta Wealth Advisors
Michigan
$574K -$130K -3,404 -18%
FFM
114
Flagstone Financial Management
Nebraska
$569K +$6.86K +179 +1%
AF
115
Advisornet Financial
Minnesota
$564K +$190K +4,957 +50%
FFP
116
Freedom Financial Partners
Minnesota
$553K +$559K +14,584 New
HCM
117
Hutchinson Capital Management
California
$537K – – –
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$530K +$536K +13,986 New
FG
119
Foster Group
Iowa
$506K – – –
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$497K +$130K +3,390 +35%
GA
121
Greenspring Advisors
Maryland
$484K – – –
MWM
122
Meritas Wealth Management
California
$483K -$16.1K -419 -3%
RWM
123
Ruedi Wealth Management
Illinois
$467K +$35.7K +933 +8%
FCG
124
Financial Connections Group
California
$463K +$153 +4 +0%
FMWA
125
Forvis Mazars Wealth Advisors
Missouri
$447K – – –
3 4
5
6 7

DFSU Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2024, worth a combined $944M — up 18% from $797M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DFSU positions and 4 closed out — a net gain of 42 holders — while 74 added to existing stakes and 43 trimmed.

The largest buyer was Elser Financial Planning, opening a new position worth an estimated $8.47M. The largest seller was Retirement Solution, cutting an estimated $6.88M.

  • 195 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2024, up from 155 in Q3 2024.
  • Funds reported $944M of Dimensional US Sustainability Core 1 ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 46 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2024 and 4 closed out, a net change of +42 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $8.47M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2024 was Retirement Solution, an estimated $6.88M sold.

Based on aggregated 13F filings for Q4 2024.