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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWM Capital
Phoenix,
Arizona
|
+$22.1M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$8.3M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$6.75M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$3.17M |
| 5 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$7.4M |
| 2 |
RS
Retirement Solution
Redmond,
Washington
|
-$5.51M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.39M |
| 4 |
Millennium Management
New York
|
-$212K |
| 5 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
151
Elevate Wealth Advisory
Athens,
Georgia
| $12.5K | +$1.57K | +44 | +15% |
|
|
ACA
152
Aptus Capital Advisors
Fairhope,
Alabama
| $12.1K | – | – | – |
|
|
SFC
153
SYM Financial Corp
Winona Lake,
Indiana
| $4.46K | – | – | – |
|
|
MFA
154
McClarren Financial Advisors
State College,
Pennsylvania
| $156 | +$149K | +4,177 | +12,285% |
|
|
QC
155
Quent Capital
New York
| $74 | – | – | – |
|
|
EFP
156
Elser Financial Planning
Indianapolis,
Indiana
| – | -$7.4M | -212,323 | Closed |
|
|
FTUS
157
Flow Traders U.S.
New York
| – | -$1.39M | -39,755 | Closed |
|
|
158
Millennium Management
New York
| – | -$212K | -6,076 | Closed |
|
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.