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DFSU

Dimensional US Sustainability Core 1 ETF

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: 3467 (+33)

71.43% more ownership

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

50% more funds holding in top 10

Funds holding in top 10: 23 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
51
Red Tortoise LLC
Georgia
$124K +$123K +4,674 New
AFS
52
Annapolis Financial Services
Maryland
$124K
CI
53
Cordant Inc
Oregon
$114K +$3.55K +135 +3%
MFA
54
McClarren Financial Advisors
Pennsylvania
$110K +$184 +7 +0.2%
JP Morgan Chase
55
JP Morgan Chase
New York
$101K +$100K +3,806 New
RLIM
56
Red Lighthouse Investment Management
New York
$99.6K
OCM
57
Orion Capital Management
California
$90.9K +$89.7K +3,414 New
TIM
58
Tortoise Investment Management
New York
$90.5K +$89.3K +3,400 New
SSC
59
Syverson Strege & Co
Iowa
$82.4K +$10.3K +392 +14%
CCMI
60
Creative Capital Management Investments
California
$74.6K +$73.7K +2,803 New
CPA
61
Cardiff Park Advisors
California
$25.3K +$26 +1 +0.1%
NSG
62
Nalls Sherbakoff Group
Tennessee
$24.2K +$24.3K +925 New
GWS
63
Glassman Wealth Services
Virginia
$7.59K
BAM
64
Belpointe Asset Management
Nevada
$3.73K +$3.68K +140 New
SFC
65
SYM Financial Corp
Indiana
$3.19K +$3.15K +120 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$1.29K +$1.27M +48,452 New
UBS Group
67
UBS Group
Switzerland
$399 +$394 +15 New
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
-$4.99M -200,000 Closed
NL
69
NWAM LLC
Washington
-$676K -27,115 Closed
MWM
70
Meritas Wealth Management
California
-$537K -21,537 Closed

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.