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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
SC
51
Savant Capital
Illinois
$417K +$435K +15,033 New
DADC
52
D.A. Davidson & Co
Montana
$402K +$419K +14,498 New
HNWA
53
Henrickson Nauta Wealth Advisors
Michigan
$387K +$113K +3,901 +39%
RCAG
54
Rehmann Capital Advisory Group
Michigan
$381K -$3.35K -116 -0.8%
AA
55
Addison Advisors
Vermont
$379K +$395K +13,673 New
BAM
56
Belpointe Asset Management
Nevada
$365K +$102K +3,526 +37%
Stifel Financial
57
Stifel Financial
Missouri
$362K +$33.4K +1,156 +10%
GA
58
Greenspring Advisors
Maryland
$354K – – –
TWM
59
Tanager Wealth Management
United Kingdom
$337K +$351K +12,137 New
FCG
60
Financial Connections Group
California
$323K +$119K +4,101 +54%
FW
61
FirstPurpose Wealth
Utah
$312K +$325K +11,243 New
RWM
62
Ruedi Wealth Management
Illinois
$310K – – –
CFA
63
Cahill Financial Advisors
Minnesota
$310K +$323K +11,160 New
WWM
64
Wolff Wiese Magana
California
$305K -$211K -7,308 -40%
TIM
65
Tortoise Investment Management
New York
$301K +$85K +2,940 +37%
PCM
66
Passive Capital Management
Maryland
$300K – – –
KAS
67
Kestra Advisory Services
Texas
$292K +$16.6K +575 +6%
PCIA
68
Prime Capital Investment Advisors
Kansas
$282K -$26.4K -915 -8%
FTUS
69
Flow Traders U.S.
New York
$253K +$264K +9,121 New
LWP
70
Laurel Wealth Planning
Minnesota
$248K – – –
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$233K +$243K +8,397 New
LPL Financial
72
LPL Financial
California
$223K +$232K +8,025 New
HCM
73
Hutchinson Capital Management
California
$215K – – –
LAM
74
LifePro Asset Management
California
$212K +$220K +7,623 New
AWM
75
Avior Wealth Management
Nebraska
$188K +$694 +24 +0.4%
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.