Dimensional US Sustainability Core 1 ETF
DFSU
232 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 59 reducing their positions, and 1 closing their positions.
2,000% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 1
90% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 59
19% more capital invested
Capital invested by funds: $1.09B → $1.3B (+$205M)
6% more funds holding
Funds holding: 218 → 232 (+14)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
2.8% more ownership
Funds ownership: 73.34% → 76.14% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWM Capital
Phoenix,
Arizona
|
+$27.4M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$11.7M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$11M |
| 4 |
FOA
Five Oceans Advisors
Santa Monica,
California
|
+$10.6M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Retirement Solution
Redmond,
Washington
|
-$1.81M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.25M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$1.08M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$916K |
| 5 |
KP
Keel Point
Huntsville,
Alabama
|
-$793K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
226
Elevate Wealth Advisory
Athens,
Georgia
| $14.3K | – | – | – |
|
|
SAM
227
Smartleaf Asset Management
Boston,
Massachusetts
| $12.7K | – | – | – |
|
|
AC
228
AlphaCore Capital
La Jolla,
California
| $12.7K | +$12.2K | +298 | New |
|
|
MCM
229
MAI Capital Management
Independence,
Ohio
| $5.86K | – | – | – |
|
|
SFC
230
SYM Financial Corp
Winona Lake,
Indiana
| $5.1K | – | – | – |
|
|
QC
231
Quent Capital
New York
| $340 | +$327 | +8 | New |
|
232
Morgan Stanley
New York
| $54 | +$41 | +1 | New |
|
|
KP
233
Keel Point
Huntsville,
Alabama
| – | -$793K | -20,212 | Closed |
|
DFSU Hedge Fund Activity: Q3 2025 in Review
232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2025, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DFSU positions and 1 closed out — a net gain of 20 holders — while 112 added to existing stakes and 59 trimmed.
The largest buyer was AWM Capital, adding an estimated $27.4M. The largest seller was Retirement Solution, cutting an estimated $1.81M.
- 232 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2025, up from 218 in Q2 2025.
- Funds reported $1.3B of Dimensional US Sustainability Core 1 ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2025 and 1 closed out, a net change of +20 holders.
- The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2025 was AWM Capital, an estimated $27.4M added.
- The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2025 was Retirement Solution, an estimated $1.81M sold.
Based on aggregated 13F filings for Q3 2025.