We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

85 hedge funds and large institutions have $551M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 3

600% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 6

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

27% more funds holding

Funds holding: 67 → 85 (+18)

25% more capital invested

Capital invested by funds: $440M → $551M (+$110M)

11.68% less ownership

Funds ownership: 126.21% → 114.53% (-12%)

Holders
85
Holders Change
+18
Holders Change %
+26.87%
% of All Funds
1.33%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
24
Increased
42
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$13.6M
2
GC
Gibson Capital
Pennsylvania
+$11.2M
3
QFA
Quantum Financial Advisors
California
+$8.9M
4
RS
Retirement Solution
Washington
+$5.19M
5
AWM
AE Wealth Management
Kansas
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$392K
2
MWM
Merriman Wealth Management
Washington
-$315K
3
FCG
Financial Connections Group
California
-$253K
4
Goldman Sachs
Goldman Sachs
New York
-$202K
5
SSC
Syverson Strege & Co
Iowa
-$82.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Architects
California
$1.09M +$1.02M +37,857 New
ADL
27
Asset Dedication LLC
California
$947K +$149K +5,517 +20%
BJL
28
Brighton Jones LLC
Washington
$901K +$850K +31,395 New
WWP
29
Waypoint Wealth Partners
California
$741K +$121K +4,461 +21%
AF
30
Advisornet Financial
Minnesota
$737K +$118K +4,369 +20%
RIM
31
RW Investment Management
Idaho
$731K +$198K +7,304 +40%
TWA
32
Trellis Wealth Advisors
California
$722K +$20.3K +749 +3%
TI
33
Truepoint Inc
Ohio
$693K +$240K +8,863 +58%
SIC
34
SJS Investment Consulting
Ohio
$660K +$244K +9,000 +64%
AC
35
Apella Capital
Connecticut
$644K +$607K +22,434 New
TWA
36
TCI Wealth Advisors
Arizona
$629K – – –
MWA
37
Mills Wealth Advisors
Texas
$618K +$268K +9,886 +85%
CI
38
Cordant Inc
Oregon
$591K +$441K +16,302 +382%
IAG
39
Investment Advisory Group
Massachusetts
$582K – – –
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$559K +$146K +5,398 +38%
FOA
41
Five Oceans Advisors
California
$553K +$149K +5,497 +40%
WWM
42
Wolff Wiese Magana
California
$525K – – –
NRWA
43
North Ridge Wealth Advisors
Oregon
$495K +$251K +9,281 +116%
RIM
44
Rockbridge Investment Management
New York
$485K -$7.96K -294 -2%
GWM
45
Grand Wealth Management
Michigan
$462K +$126K +4,664 +41%
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$461K +$8.77K +324 +2%
CCM
47
Carlson Capital Management
Minnesota
$441K +$416K +15,376 New
OCM
48
Orion Capital Management
California
$423K +$307K +11,331 +332%
SRWM
49
Shira Ridge Wealth Management
California
$398K +$81.2K +3,000 +28%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$398K +$375K +13,853 New
1
2
3 4

DFSU Hedge Fund Activity: Q2 2023 in Review

85 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2023, worth a combined $551M — up 25% from $440M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFSU positions and 3 closed out — a net gain of 21 holders — while 42 added to existing stakes and 6 trimmed.

The largest buyer was AWM Capital, adding an estimated $13.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $392K sold.

  • 85 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $551M of Dimensional US Sustainability Core 1 ETF stock for Q2 2023, up 25% quarter-over-quarter.
  • 24 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2023 and 3 closed out, a net change of +21 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2023 was AWM Capital, an estimated $13.6M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2023 was Flow Traders U.S., an estimated $392K sold.

Based on aggregated 13F filings for Q2 2023.