DFSU icon

Dimensional US Sustainability Core 1 ETF

214 hedge funds and large institutions have $1.09B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 112 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RS
1
Retirement Solution
Washington
$214M
QFA
2
Quantum Financial Advisors
California
$94.2M
AC
3
AWM Capital
Arizona
$88.7M
MPW
4
MASECO Private Wealth
$72.2M
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$71.6M
AWP
6
Abacus Wealth Partners
California
$48.5M
CC
7
Citrine Capital
California
$42.5M
LAMNM
8
Longview Asset Management (New Mexico)
New Mexico
$27.6M
FFM
9
Forum Financial Management
Illinois
$16.3M
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$16.3M
GC
11
Gibson Capital
Pennsylvania
$15.3M
FPAS
12
Focus Partners Advisor Solutions
Missouri
$14.6M
HFS
13
Heritage Financial Services
Massachusetts
$13.3M
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$13.3M
WCWM
15
Willow Creek Wealth Management
California
$12.5M
TFP
16
Triune Financial Partners
Kansas
$11M
NCM
17
New Capital Management
Texas
$10.7M
PFA
18
Pure Financial Advisors
California
$10.4M
AC
19
Apella Capital
Connecticut
$8.62M
PCI
20
Planning Center Inc
Illinois
$8.14M
SIC
21
SJS Investment Consulting
Ohio
$8.02M
NL
22
NWAM LLC
Washington
$8M
WA
23
Wealth Architects
California
$7.88M
BJL
24
Brighton Jones LLC
Washington
$7.66M
QHA
25
Quarry Hill Advisors
Minnesota
$7.62M