Dimensional US Sustainability Core 1 ETF
DFSU
67 hedge funds and large institutions have $442M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 21 increasing their positions, 2 reducing their positions, and 2 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 2
950% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 2
603% more capital invested
Capital invested by funds: $62.8M → $442M (+$379M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
103% more funds holding
Funds holding: 33 → 67 (+34)
77.28% more ownership
Funds ownership: 48.93% → 126.21% (+77%)
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 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$676K |
| 2 |
MWM
Meritas Wealth Management
Larkspur,
California
|
-$537K |
| 3 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
-$119K |
| 4 |
FCG
Financial Connections Group
Corte Madera,
California
|
-$4.55K |
DFSU Hedge Fund Activity: Q1 2023 in Review
67 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q1 2023, worth a combined $442M — up 603% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DFSU positions and 2 closed out — a net gain of 34 holders — while 21 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $151M. The largest seller was NWAM LLC, exiting entirely with an estimated $676K sold.
- 67 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $442M of Dimensional US Sustainability Core 1 ETF stock for Q1 2023, up 603% quarter-over-quarter.
- 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q1 2023 and 2 closed out, a net change of +34 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 NWAM LLC, an estimated $676K sold.
Based on aggregated 13F filings for Q1 2023.