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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
MGWA
76
Monument Group Wealth Advisors
Massachusetts
$363K +$335K +11,645 New
FW
77
FirstPurpose Wealth
Utah
$362K +$10.7K +373 +3%
RWM
78
Ruedi Wealth Management
Illinois
$348K – – –
TIM
79
Tortoise Investment Management
New York
$337K – – –
PCM
80
Passive Capital Management
Maryland
$336K – – –
KAS
81
Kestra Advisory Services
Texas
$328K – – –
PCIA
82
Prime Capital Investment Advisors
Kansas
$317K – – –
LWP
83
Laurel Wealth Planning
Minnesota
$278K – – –
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$261K -$202 -7 -0.1%
ACC
85
Acorn Creek Capital
Colorado
$246K +$227K +7,892 New
HCM
86
Hutchinson Capital Management
California
$241K – – –
MWM
87
Meritas Wealth Management
California
$234K +$217K +7,519 New
TCM
88
Towneley Capital Management
California
$229K +$212K +7,366 New
LAM
89
LifePro Asset Management
California
$227K -$9.1K -316 -4%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$220K +$204K +7,072 New
HighTower Advisors
91
HighTower Advisors
Illinois
$214K +$198K +6,888 New
FWP
92
Family Wealth Partners
North Carolina
$207K +$191K +6,648 New
FFA
93
Farther Finance Advisors
California
$203K – – –
CCMI
94
Creative Capital Management Investments
California
$156K +$13.7K +474 +10%
RTL
95
Red Tortoise LLC
Georgia
$147K +$518 +18 +0.4%
JWA
96
JFS Wealth Advisors
Pennsylvania
$147K – – –
AFS
97
Annapolis Financial Services
Maryland
$145K – – –
Osaic Holdings
98
Osaic Holdings
Arizona
$131K +$490 +17 +0.4%
MFA
99
McClarren Financial Advisors
Pennsylvania
$130K +$461 +16 +0.4%
TWD
100
True Wealth Design
Ohio
$120K +$111K +3,859 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.