Dimensional US Sustainability Core 1 ETF
DFSU
141 hedge funds and large institutions have $695M invested in Dimensional US Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 34 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
82% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 34
12% more funds holding
Funds holding: 126 → 141 (+15)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more capital invested
Capital invested by funds: $638M → $695M (+$56.9M)
1.63% less ownership
Funds ownership: 69.72% → 68.09% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWM Capital
Phoenix,
Arizona
|
+$7.98M |
| 2 |
CPCM
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
+$4.56M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$4.34M |
| 4 |
WA
Wealth Architects
Mountain View,
California
|
+$2.33M |
| 5 |
WWP
Waypoint Wealth Partners
Mill Valley,
California
|
+$2.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$6.31M |
| 2 |
RS
Retirement Solution
Redmond,
Washington
|
-$3.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.55M |
| 4 |
GC
Gibson Capital
Wexford,
Pennsylvania
|
-$613K |
| 5 |
MGW
MB Generational Wealth
Spokane,
Washington
|
-$528K |
DFSU Hedge Fund Activity: Q2 2024 in Review
141 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2024, worth a combined $695M — up 8.9% from $638M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DFSU positions and 4 closed out — a net gain of 17 holders — while 62 added to existing stakes and 34 trimmed.
The largest buyer was AWM Capital, adding an estimated $7.98M. The largest seller was NWAM LLC, exiting entirely with an estimated $6.31M sold.
- 141 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2024, up from 126 in Q1 2024.
- Funds reported $695M of Dimensional US Sustainability Core 1 ETF stock for Q2 2024, up 8.9% quarter-over-quarter.
- 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2024 and 4 closed out, a net change of +17 holders.
- The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2024 was AWM Capital, an estimated $7.98M added.
- The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2024 was NWAM LLC, an estimated $6.31M sold.
Based on aggregated 13F filings for Q2 2024.