We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3467 (+33)

71.43% more ownership

Funds ownership: 54.78%126.21% (+71%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

Holders
67
Holders Change
+33
Holders Change %
+97.06%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
36
Increased
20
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$153M +$151M +5,761,921 New
RS
2
Retirement Solution
Washington
$153M +$151M +5,750,033 New
QFA
3
Quantum Financial Advisors
California
$38M +$37.5M +1,425,623 New
MWM
4
Merriman Wealth Management
Washington
$24.7M +$1.67M +63,575 +7%
AWP
5
Abacus Wealth Partners
California
$18.3M +$918K +34,945 +5%
AP
6
Adero Partners
California
$6.88M +$5.26M +200,153 +344%
AC
7
AWM Capital
Arizona
$4.91M +$3.15M +119,978 +187%
Corient Private Wealth
8
Corient Private Wealth
Florida
$4.56M +$1.71M +65,148 +61%
PCI
9
Planning Center Inc
Illinois
$3.99M +$84.3K +3,208 +2%
HFS
10
Heritage Financial Services
Massachusetts
$3.75M -$119K -4,545 -3%
PFO
11
Pathstone Family Office
New Jersey
$3.02M -$2.34M -88,881 -44%
B
12
BetterWealth
California
$2.62M +$2.59M +98,421 New
BCM
13
Brainard Capital Management
Texas
$1.96M +$1.55K +59 +0.1%
QHA
14
Quarry Hill Advisors
Minnesota
$1.53M +$978K +37,210 +185%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$1.49M +$1.47M +56,117 New
SIS
16
Strategic Investment Solutions
Illinois
$1.41M +$1.39M +52,908 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$938K +$926K +35,242 New
RIP
18
RAM Investment Partners
Washington
$931K +$261K +9,922 +40%
WCWM
19
Willow Creek Wealth Management
California
$860K +$495K +18,851 +140%
NCM
20
New Capital Management
Texas
$786K +$776K +29,536 New
FFM
21
Forum Financial Management
Illinois
$751K +$741K +28,207 New
ADL
22
Asset Dedication LLC
California
$733K +$181K +6,879 +33%
TWA
23
Trellis Wealth Advisors
California
$649K +$366K +13,919 +133%
TWA
24
TCI Wealth Advisors
Arizona
$583K
WWP
25
Waypoint Wealth Partners
California
$568K +$561K +21,350 New

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.