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DFSU

Dimensional US Sustainability Core 1 ETF

255 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 137 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 58

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

0% more funds holding

Funds holding: 255255 (0)

0.57% less ownership

Funds ownership: 76.56%75.99% (-0.57%)

1% less capital invested

Capital invested by funds: $1.42B → $1.41B (-$11.4M)

22% less funds holding in top 10

Funds holding in top 10: 2318 (-5)

Holders
255
Holders Change
Holders Change %
0%
% of All Funds
3.14%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.22%
New
20
Increased
137
Reduced
58
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$225M +$1.82M +42,178 +0.8%
AC
2
AWM Capital
Arizona
$135M +$10.2M +236,449 +8%
QFA
3
Quantum Financial Advisors
California
$98.7M +$3.16K +73 +0%
MPW
4
MASECO Private Wealth
$83.3M +$3.06M +70,674 +4%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$81.6M +$2.06M +47,621 +3%
CC
6
Citrine Capital
California
$56.7M +$3.86M +89,352 +7%
AWP
7
Abacus Wealth Partners
California
$52.7M +$1.66M +38,512 +3%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$50.6M +$8.84M +204,376 +20%
EWA
9
EP Wealth Advisors
California
$28.9M +$30.4M +704,102 New
FOA
10
Five Oceans Advisors
California
$19.2M +$1.23M +28,558 +7%
SC
11
Savant Capital
Illinois
$18.8M +$16.6M +384,801 +532%
FFM
12
Forum Financial Management
Illinois
$18.5M +$429K +9,930 +2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$17.8M -$2.3M -53,091 -11%
AC
14
Apella Capital
Connecticut
$17.8M +$4.36M +100,752 +34%
PFA
15
Pure Financial Advisors
California
$16.8M +$214K +4,948 +1%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$16.6M +$257K +5,951 +1%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$15.7M +$4.04M +93,433 +32%
GC
18
Gibson Capital
Pennsylvania
$15.4M
BPA
19
Beacon Pointe Advisors
California
$13.8M +$2.12M +48,924 +17%
SW
20
Simplicity Wealth
New Jersey
$12.2M -$919K -21,253 -7%
TFP
21
Triune Financial Partners
Kansas
$11.6M +$389K +8,998 +3%
TWA
22
TCI Wealth Advisors
Arizona
$11.1M +$616K +14,239 +6%
WA
23
Wealth Architects
California
$11M -$101K -2,326 -0.9%
QHA
24
Quarry Hill Advisors
Minnesota
$11M +$772K +17,850 +8%
Betterment LLC
25
Betterment LLC
New York
$10.8M +$372K +8,608 +3%