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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
PWS
126
Physician Wealth Solutions
Nevada
$218K – – –
HA
127
Herold Advisors
New York
$212K +$203K +5,697 New
TFM
128
Trademark Financial Management
Minnesota
$208K +$200K +5,595 New
JC
129
Jentner Corp
Ohio
$207K +$199K +5,580 New
EWP
130
Elevation Wealth Partners
California
$187K +$75K +2,099 +72%
RTL
131
Red Tortoise LLC
Georgia
$177K +$429 +12 +0.3%
JWA
132
JFS Wealth Advisors
Pennsylvania
$175K – – –
GWS
133
Glassman Wealth Services
Virginia
$162K +$11.4K +318 +8%
RLIM
134
Red Lighthouse Investment Management
New York
$139K – – –
TWD
135
True Wealth Design
Ohio
$138K – – –
BAM
136
Belpointe Asset Management
Nevada
$133K +$2.18K +61 +2%
CA
137
Clearstead Advisors
Ohio
$127K – – –
CCA
138
Criterion Capital Advisors
Tennessee
$123K – – –
BAM
139
Bellevue Asset Management
Washington
$122K – – –
LI
140
LRI Investments
Florida
$118K – – –
AF
141
Allworth Financial
California
$107K +$250 +7 +0.2%
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$103K +$214 +6 +0.2%
GWM
143
Grand Wealth Management
Michigan
$98.4K +$15.8K +441 +20%
IA
144
IFP Advisors
Florida
$58.2K +$55.9K +1,565 New
CMBA
145
C.M. Bidwell & Associates
Hawaii
$55.8K – – –
CPA
146
Cardiff Park Advisors
California
$47.3K +$107 +3 +0.2%
SRCM
147
Signature Resources Capital Management
California
$41.2K +$250 +7 +0.6%
AWM
148
Avior Wealth Management
Nebraska
$30K +$18.1K +507 +169%
MFC
149
Morris Financial Concepts
South Carolina
$16.5K +$15.9K +445 New
ACM
150
Anfield Capital Management
California
$13K – – –
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.