Dimensional US Sustainability Core 1 ETF
DFSU
195 hedge funds and large institutions have $946M 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.
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)
19% more capital invested
Capital invested by funds: $798M → $946M (+$148M)
5.06% more ownership
Funds ownership: 66.51% → 71.57% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$8.47M |
| 2 |
AC
AWM Capital
Phoenix,
Arizona
|
+$7.02M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$3.12M |
| 4 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$2.36M |
| 5 |
AP
Adero Partners
Pleasanton,
California
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Retirement Solution
Redmond,
Washington
|
-$6.88M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$1.17M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$1.12M |
| 4 |
Jane Street
New York
|
-$855K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$686K |
DFSU Hedge Fund Activity: Q4 2024 in Review
195 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2024, worth a combined $946M — up 19% from $798M 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 $946M of Dimensional US Sustainability Core 1 ETF stock for Q4 2024, up 19% 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.