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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

34 hedge funds and large institutions have $70.3M invested in Dimensional US Sustainability Core 1 ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

54.78% more ownership

Funds ownership: 0% → 54.78% (+55%)

Holders
34
Holders Change
+34
Holders Change %
–
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MWM
Merriman Wealth Management
Washington
+$21.9M
2
AWP
Abacus Wealth Partners
California
+$16.7M
3
PFO
Pathstone Family Office
New Jersey
+$5.14M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.08M
5
PCI
Planning Center Inc
Illinois
+$3.71M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Merriman Wealth Management
Washington
$21.5M +$21.9M +863,484 New
AWP
2
Abacus Wealth Partners
California
$16.4M +$16.7M +655,960 New
PFO
3
Pathstone Family Office
New Jersey
$5.05M +$5.14M +202,432 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$4.99M +$5.08M +200,000 New
PCI
5
Planning Center Inc
Illinois
$3.64M +$3.71M +145,908 New
HFS
6
Heritage Financial Services
Massachusetts
$3.62M +$3.69M +145,386 New
Corient Private Wealth
7
Corient Private Wealth
Florida
$2.65M +$2.7M +106,300 New
BCM
8
Brainard Capital Management
Texas
$1.84M +$1.87M +73,743 New
AC
9
AWM Capital
Arizona
$1.6M +$1.63M +64,290 New
AP
10
Adero Partners
California
$1.45M +$1.48M +58,217 New
NL
11
NWAM LLC
Washington
$676K +$689K +27,115 New
RIP
12
RAM Investment Partners
Washington
$624K +$636K +25,036 New
TWA
13
TCI Wealth Advisors
Arizona
$546K +$556K +21,900 New
MWM
14
Meritas Wealth Management
California
$537K +$547K +21,537 New
ADL
15
Asset Dedication LLC
California
$512K +$523K +20,592 New
IAG
16
Investment Advisory Group
Massachusetts
$505K +$515K +20,269 New
QHA
17
Quarry Hill Advisors
Minnesota
$502K +$511K +20,119 New
WWM
18
Wolff Wiese Magana
California
$456K +$465K +18,298 New
FCG
19
Financial Connections Group
California
$424K +$433K +17,043 New
BAM
20
Baldrige Asset Management
Pennsylvania
$395K +$403K +15,863 New
SIC
21
SJS Investment Consulting
Ohio
$344K +$351K +13,800 New
WCWM
22
Willow Creek Wealth Management
California
$335K +$342K +13,457 New
GWM
23
Grand Wealth Management
Michigan
$274K +$279K +10,974 New
SRWM
24
Shira Ridge Wealth Management
California
$271K +$276K +10,866 New
PCM
25
Passive Capital Management
Maryland
$269K +$274K +10,800 New
1
2

DFSU Hedge Fund Activity: Q4 2022 in Review

34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2022, worth a combined $70.3M.

Buyers outnumbered sellers: 34 funds opened new DFSU positions and 0 closed out — a net gain of 34 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $21.9M.

  • 34 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $70.3M of Dimensional US Sustainability Core 1 ETF stock for Q4 2022.
  • 34 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2022 and 0 closed out, a net change of +34 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2022 was Merriman Wealth Management, an estimated $21.9M added.

Based on aggregated 13F filings for Q4 2022.