Dimensional US Sustainability Core 1 ETF
DFSU
85 hedge funds and large institutions have $551M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 6 reducing their positions, and 3 closing their positions.
5,617% more capital inflows, than outflows
Capital inflows: $74.7M | Capital outflows: $1.31M
700% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 3
600% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 6
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
27% more funds holding
Funds holding: 67 → 85 (+18)
11.37% more ownership
Funds ownership: 72.96% → 84.33% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM Capital
Phoenix,
Arizona
|
+$13.6M |
| 2 |
Gibson Capital
Wexford,
Pennsylvania
|
+$11.2M |
| 3 |
Quantum Financial Advisors
El Segundo,
California
|
+$8.9M |
| 4 |
RS
Retirement Solution
Redmond,
Washington
|
+$5.19M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
+$4.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Flow Traders U.S.
New York
|
-$392K |
| 2 |
Merriman Wealth Management
Seattle,
Washington
|
-$315K |
| 3 |
Financial Connections Group
Corte Madera,
California
|
-$253K |
| 4 |
Goldman Sachs
New York
|
-$202K |
| 5 |
Syverson Strege & Co
West Des Moines,
Iowa
|
-$82.4K |
DFSU Hedge Fund Activity: Q2 2023 in Review
85 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2023, worth a combined $551M — up 25% from $442M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFSU positions and 3 closed out — a net gain of 21 holders — while 42 added to existing stakes and 6 trimmed.
The largest buyer was AWM Capital, adding an estimated $13.6M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $392K sold.
- 85 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2023, up from 67 in Q1 2023.
- Funds reported $551M of Dimensional US Sustainability Core 1 ETF stock for Q2 2023, up 25% quarter-over-quarter.
- 24 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2023 and 3 closed out, a net change of +21 holders.
- The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2023 was AWM Capital, an estimated $13.6M added.
- The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2023 was Flow Traders U.S., an estimated $392K sold.
Based on aggregated 13F filings for Q2 2023.