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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

67 hedge funds and large institutions have $440M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

567% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 3

526% more capital invested

Capital invested by funds: $70.3M → $440M (+$370M)

97% more funds holding

Funds holding: 34 → 67 (+33)

71.43% more ownership

Funds ownership: 54.78% → 126.21% (+71%)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

Holders
67
Holders Change
+33
Holders Change %
+97.06%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
20
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$151M
2
RS
Retirement Solution
Washington
+$151M
3
QFA
Quantum Financial Advisors
California
+$37.5M
4
AP
Adero Partners
California
+$5.26M
5
AC
AWM Capital
Arizona
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.99M
2
PFO
Pathstone Family Office
New Jersey
-$2.34M
3
NL
NWAM LLC
Washington
-$676K
4
MWM
Meritas Wealth Management
California
-$537K
5
HFS
Heritage Financial Services
Massachusetts
-$119K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$567K +$560K +21,313 New
BAM
27
Baldrige Asset Management
Pennsylvania
$565K +$141K +5,380 +34%
IAG
28
Investment Advisory Group
Massachusetts
$540K – – –
WWM
29
Wolff Wiese Magana
California
$487K – – –
RIM
30
RW Investment Management
Idaho
$483K +$477K +18,146 New
RIM
31
Rockbridge Investment Management
New York
$458K +$452K +17,205 New
FCG
32
Financial Connections Group
California
$449K -$4.55K -173 -1%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$419K +$413K +15,722 New
TI
34
Truepoint Inc
Ohio
$407K +$402K +15,281 New
FTUS
35
Flow Traders U.S.
New York
$392K +$387K +14,723 New
SDWIA
36
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$375K +$370K +14,079 New
RRC
37
Relaxing Retirement Coach
Massachusetts
$373K +$368K +14,002 New
SIC
38
SJS Investment Consulting
Ohio
$373K +$5.26K +200 +1%
FOA
39
Five Oceans Advisors
California
$367K +$362K +13,782 New
MWA
40
Mills Wealth Advisors
Texas
$310K +$306K +11,637 New
GWM
41
Grand Wealth Management
Michigan
$305K +$12.2K +465 +4%
RWM
42
Ruedi Wealth Management
Illinois
$298K +$294K +11,189 New
SRWM
43
Shira Ridge Wealth Management
California
$289K – – –
PCM
44
Passive Capital Management
Maryland
$287K – – –
MWM
45
Modera Wealth Management
New Jersey
$277K +$274K +10,420 New
KAS
46
Kestra Advisory Services
Texas
$265K +$262K +9,962 New
NRWA
47
North Ridge Wealth Advisors
Oregon
$212K +$209K +7,969 New
HCM
48
Hutchinson Capital Management
California
$206K +$204K +7,751 New
Goldman Sachs
49
Goldman Sachs
New York
$202K +$199K +7,579 New
AWM
50
Avior Wealth Management
Nebraska
$180K +$263 +10 +0.1%
1
2
3

DFSU Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q1 2023, worth a combined $440M — up 526% from $70.3M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSU positions and 3 closed out — a net gain of 33 holders — while 20 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $151M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $4.99M sold.

  • 67 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q1 2023, up from 34 in Q4 2022.
  • Funds reported $440M of Dimensional US Sustainability Core 1 ETF stock for Q1 2023, up 526% quarter-over-quarter.
  • 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q1 2023 and 3 closed out, a net change of +33 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q1 2023 was AE Wealth Management, an estimated $151M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q1 2023 was Dimensional Fund Advisors, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.