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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWM Capital
Phoenix,
Arizona
|
+$8.12M |
| 2 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$7.27M |
| 3 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
+$2.38M |
| 4 |
NCM
New Capital Management
Houston,
Texas
|
+$2.08M |
| 5 |
SIC
SJS Investment Consulting
Sylvania,
Ohio
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$197M |
| 2 |
RS
Retirement Solution
Redmond,
Washington
|
-$2.24M |
| 3 |
Jane Street
New York
|
-$1.9M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.8M |
| 5 |
Two Sigma Investments
New York
|
-$501K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Fidelity Investments
Boston,
Massachusetts
| $34 | +$32 | +1 | New |
|
|
AWM
127
AE Wealth Management
Topeka,
Kansas
| – | -$197M | -6,201,623 | Closed |
|
|
BAM
128
Belpointe Asset Management
Reno,
Nevada
| – | -$1.8M | -57,925 | Closed |
|
|
129
Two Sigma Investments
New York
| – | -$501K | -16,100 | Closed |
|
|
AFS
130
Annapolis Financial Services
Annapolis,
Maryland
| – | -$145K | -4,659 | Closed |
|
|
MFA
131
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$130K | -4,184 | Closed |
|
|
EWA
132
Elevate Wealth Advisory
Athens,
Georgia
| – | -$79.8K | -2,563 | Closed |
|
|
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$19.8K | -635 | Closed |
|
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.