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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
VWM
151
Verus Wealth Management
Wisconsin
$250K +$253K +6,600 New
SOAG
152
Silver Oak Advisory Group
Oregon
$248K +$920 +24 +0.4%
AAM
153
Austin Asset Management
Texas
$246K – – –
SPI
154
Sutton Place Investors
New York
$242K -$20.5K -535 -8%
JP Morgan Chase
155
JP Morgan Chase
New York
$241K -$20.8K -544 -8%
EWA
156
Exencial Wealth Advisors
Oklahoma
$226K – – –
PWS
157
Physician Wealth Solutions
Nevada
$220K – – –
HA
158
Herold Advisors
New York
$216K – – –
AF
159
Allworth Financial
California
$214K +$97.8K +2,552 +88%
TFM
160
Trademark Financial Management
Minnesota
$212K – – –
TC
161
TownSquare Capital
Utah
$208K +$210K +5,493 New
GWS
162
Glassman Wealth Services
Virginia
$206K +$41.6K +1,085 +25%
SFG
163
SNS Financial Group
Minnesota
$205K +$207K +5,411 New
SWM
164
Sterling Wealth Management
Illinois
$200K +$203K +5,288 New
EWP
165
Elevation Wealth Partners
California
$191K +$690 +18 +0.4%
CW
166
Curio Wealth
Maryland
$187K +$189K +4,944 New
RTL
167
Red Tortoise LLC
Georgia
$181K +$575 +15 +0.3%
JWA
168
JFS Wealth Advisors
Pennsylvania
$179K – – –
GWM
169
Grand Wealth Management
Michigan
$152K +$52.5K +1,371 +52%
RLIM
170
Red Lighthouse Investment Management
New York
$142K – – –
MFA
171
McClarren Financial Advisors
Pennsylvania
$141K +$14.3K +373 +9%
CMP
172
Coston McIsaac & Partners
Maine
$133K +$135K +3,524 New
CA
173
Clearstead Advisors
Ohio
$130K – – –
LI
174
LRI Investments
Florida
$130K +$14.5K +378 +12%
BAM
175
Bellevue Asset Management
Washington
$124K – – –
4 5 6
7
8

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.