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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$125M |
| 2 |
AC
AWM Capital
Phoenix,
Arizona
|
+$22.9M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.07M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.14M |
| 5 |
RS
Retirement Solution
Redmond,
Washington
|
+$4.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$5.47M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$220K |
| 4 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$211K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Citadel Advisors
Miami,
Florida
| – | -$220K | -7,661 | Closed |
|
|
102
Mercer Global Advisors
Denver,
Colorado
| – | -$203K | -7,072 | Closed |
|
103
UBS Group
Zurich,
Switzerland
| – | -$1.23K | -43 | Closed |
|
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.