Dimensional US Sustainability Core 1 ETF
DFSU
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.
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: 34 → 67 (+33)
71.43% more ownership
Funds ownership: 54.78% → 126.21% (+71%)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$151M |
| 2 |
RS
Retirement Solution
Redmond,
Washington
|
+$151M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$37.5M |
| 4 |
AP
Adero Partners
Pleasanton,
California
|
+$5.26M |
| 5 |
AC
AWM Capital
Phoenix,
Arizona
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.99M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$2.34M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$676K |
| 4 |
MWM
Meritas Wealth Management
Larkspur,
California
|
-$537K |
| 5 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
-$119K |
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.