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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

116 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 14

271% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

18% more funds holding

Funds holding: 98 → 116 (+18)

2% more capital invested

Capital invested by funds: $722M → $739M (+$17.5M)

27.96% less ownership

Funds ownership: 131.82% → 103.86% (-28%)

Holders
116
Holders Change
+18
Holders Change %
+18.37%
% of All Funds
1.69%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
26
Increased
56
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$6.01M
2
AC
AWM Capital
Arizona
+$4.96M
3
FFM
Forum Financial Management
Illinois
+$4.27M
4
NCM
New Capital Management
Texas
+$3.29M
5
SSC
Syverson Strege & Co
Iowa
+$2.62M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$121M
2
TWA
Trellis Wealth Advisors
California
-$1.42M
3
WWM
Wolff Wiese Magana
California
-$305K
4
FTUS
Flow Traders U.S.
New York
-$253K
5
NRWA
North Ridge Wealth Advisors
Oregon
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
26
Willow Creek Wealth Management
California
$2.49M +$542K +18,816 +31%
BJL
27
Brighton Jones LLC
Washington
$2.41M +$852K +29,572 +62%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.99M +$4.75K +165 +0.3%
RIP
29
RAM Investment Partners
Washington
$1.91M +$246K +8,550 +16%
RIM
30
Rockbridge Investment Management
New York
$1.85M -$163K -5,660 -9%
BAM
31
Belpointe Asset Management
Nevada
$1.8M +$1.29M +44,759 +340%
DPW
32
DiNuzzo Private Wealth
Pennsylvania
$1.8M +$1.66M +57,726 New
TWA
33
Trellis Wealth Advisors
California
$1.79M -$1.42M -49,135 -46%
NA
34
NewEdge Advisors
Louisiana
$1.72M +$809K +28,094 +106%
AC
35
Apella Capital
Connecticut
$1.65M +$656K +22,767 +72%
CPIG
36
Chicago Partners Investment Group
Illinois
$1.63M +$25.7K +891 +2%
ADL
37
Asset Dedication LLC
California
$1.62M +$168K +5,833 +13%
AA
38
Addison Advisors
Vermont
$1.58M +$1.07M +37,150 +272%
FOA
39
Five Oceans Advisors
California
$1.57M +$418K +14,522 +40%
RIM
40
RW Investment Management
Idaho
$1.39M +$317K +11,013 +33%
MWM
41
Modera Wealth Management
New Jersey
$1.32M +$13K +452 +1%
EFP
42
EnRich Financial Partners
Wisconsin
$1.25M +$1.16M +40,241 New
WA
43
Wealth Architects
California
$1.24M +$3K +104 +0.3%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.23M +$1.13M +39,358 New
CCM
45
Carlson Capital Management
Minnesota
$1.14M +$289K +10,021 +37%
SRWM
46
Shira Ridge Wealth Management
California
$1.05M +$498K +17,302 +104%
WWP
47
Walden Wealth Partners
Ohio
$953K +$882K +30,618 New
OCM
48
Orion Capital Management
California
$945K +$22.3K +773 +3%
WWP
49
Waypoint Wealth Partners
California
$939K -$108K -3,733 -11%
MFA
50
Morling Financial Advisors
California
$909K +$841K +29,185 New
1
2
3 4 5

DFSU Hedge Fund Activity: Q4 2023 in Review

116 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2023, worth a combined $739M — up 2.4% from $722M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DFSU positions and 7 closed out — a net gain of 19 holders — while 56 added to existing stakes and 14 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $6.01M. The largest seller was Strategic Investment Solutions, cutting an estimated $121M.

  • 116 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2023, up from 98 in Q3 2023.
  • Funds reported $739M of Dimensional US Sustainability Core 1 ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
  • 26 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2023 and 7 closed out, a net change of +19 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2023 was Corient Private Wealth, an estimated $6.01M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2023.