Dimensional US Sustainability Core 1 ETF
DFSU
116 hedge funds and large institutions have $739M invested in Dimensional US Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 56 increasing their positions, 14 reducing their positions, and 7 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 14
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
18% more funds holding
Funds holding: 98 → 116 (+18)
2% more capital invested
Capital invested by funds: $722M → $739M (+$17.5M)
27.96% less ownership
Funds ownership: 131.82% → 103.86% (-28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$6.01M |
| 2 |
AC
AWM Capital
Phoenix,
Arizona
|
+$4.96M |
| 3 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$4.27M |
| 4 |
NCM
New Capital Management
Houston,
Texas
|
+$3.29M |
| 5 |
SSC
Syverson Strege & Co
West Des Moines,
Iowa
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$121M |
| 2 |
TWA
Trellis Wealth Advisors
San Luis Obispo,
California
|
-$1.42M |
| 3 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$305K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$253K |
| 5 |
NRWA
North Ridge Wealth Advisors
Beaverton,
Oregon
|
-$209K |
DFSU Hedge Fund Activity: Q4 2023 in Review
116 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2023, worth a combined $739M — up 2.4% from $722M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFSU positions and 7 closed out — a net gain of 19 holders — while 56 added to existing stakes and 14 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $6.01M. The largest seller was Strategic Investment Solutions, cutting an estimated $121M.
- 116 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2023, up from 98 in Q3 2023.
- Funds reported $739M of Dimensional US Sustainability Core 1 ETF stock for Q4 2023, up 2.4% quarter-over-quarter.
- 26 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2023 and 7 closed out, a net change of +19 holders.
- The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2023 was Corient Private Wealth, an estimated $6.01M added.
- The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2023.