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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

98 hedge funds and large institutions have $722M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

563% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 8

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $551M → $722M (+$171M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

17.29% more ownership

Funds ownership: 114.53% → 131.82% (+17%)

15% more funds holding

Funds holding: 85 → 98 (+13)

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
19
Increased
53
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
+$125M
2
AC
AWM Capital
Arizona
+$22.9M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.07M
4
AWM
AE Wealth Management
Kansas
+$5.14M
5
RS
Retirement Solution
Washington
+$4.94M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.21M
3
Citadel Advisors
Citadel Advisors
Florida
-$220K
4
WWM
Wolff Wiese Magana
California
-$211K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
26
RAM Investment Partners
Washington
$1.46M +$283K +9,784 +23%
CPIG
27
Chicago Partners Investment Group
Illinois
$1.37M -$45.1K -1,559 -3%
BJL
28
Brighton Jones LLC
Washington
$1.32M +$471K +16,309 +52%
ADL
29
Asset Dedication LLC
California
$1.28M +$380K +13,135 +40%
MWM
30
Modera Wealth Management
New Jersey
$1.16M -$21.2K -733 -2%
WA
31
Wealth Architects
California
$1.1M +$53.2K +1,840 +5%
FOA
32
Five Oceans Advisors
California
$998K +$482K +16,691 +87%
WWP
33
Waypoint Wealth Partners
California
$941K +$234K +8,100 +31%
RIM
34
RW Investment Management
Idaho
$931K +$234K +8,089 +32%
AC
35
Apella Capital
Connecticut
$877K +$265K +9,167 +41%
OCM
36
Orion Capital Management
California
$821K +$429K +14,850 +101%
CCM
37
Carlson Capital Management
Minnesota
$742K +$328K +11,364 +74%
NA
38
NewEdge Advisors
Louisiana
$734K +$765K +26,455 New
AF
39
Advisornet Financial
Minnesota
$725K +$13.1K +453 +2%
CI
40
Cordant Inc
Oregon
$685K +$118K +4,097 +20%
TI
41
Truepoint Inc
Ohio
$670K – – –
SIC
42
SJS Investment Consulting
Ohio
$667K +$29.8K +1,030 +4%
MWA
43
Mills Wealth Advisors
Texas
$619K +$23.1K +800 +4%
TWA
44
TCI Wealth Advisors
Arizona
$608K – – –
NRWA
45
North Ridge Wealth Advisors
Oregon
$601K +$127K +4,398 +25%
IAG
46
Investment Advisory Group
Massachusetts
$562K – – –
SDWIA
47
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$8.38K +290 +1%
SRWM
48
Shira Ridge Wealth Management
California
$460K +$78.3K +2,708 +20%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$456K +$11.6K +401 +2%
GWM
50
Grand Wealth Management
Michigan
$451K +$4.34K +150 +0.9%
1
2
3 4 5

DFSU Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2023, worth a combined $722M — up 31% from $551M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSU positions and 5 closed out — a net gain of 14 holders — while 53 added to existing stakes and 8 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $125M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $5.47M sold.

  • 98 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2023, up from 85 in Q2 2023.
  • Funds reported $722M of Dimensional US Sustainability Core 1 ETF stock for Q3 2023, up 31% quarter-over-quarter.
  • 19 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2023 and 5 closed out, a net change of +14 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $125M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2023 was Corient Private Wealth, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2023.