We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

256 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 59

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 232256 (+24)

10% more capital invested

Capital invested by funds: $1.3B → $1.42B (+$128M)

0.48% more ownership

Funds ownership: 76.14%76.62% (+0.48%)

Holders
256
Holders Change
+24
Holders Change %
+10.34%
% of All Funds
3.11%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.28%
New
36
Increased
121
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$185K +$61.9K +1,442 +51%
CA
227
Clearstead Advisors
Ohio
$182K
LI
228
LRI Investments
Florida
$153K
BAM
229
Bellevue Asset Management
Washington
$144K +$300 +7 +0.2%
WPA
230
Wealth Preservation Advisors
Tennessee
$141K
TWM
231
Timmons Wealth Management
Massachusetts
$130K +$129K +3,002 New
IA
232
IFP Advisors
Florida
$128K +$9.27K +216 +8%
AF
233
Allworth Financial
California
$127K +$258 +6 +0.2%
Royal Bank of Canada
234
Royal Bank of Canada
Ontario, Canada
$89K +$65.8K +1,533 +298%
RLIM
235
Red Lighthouse Investment Management
New York
$84.6K -$7.94K -185 -9%
Morgan Stanley
236
Morgan Stanley
New York
$83.2K +$82.2K +1,915 +191,500%
GRP
237
Global Retirement Partners
California
$81.1K
MWA
238
Medallion Wealth Advisors
Connecticut
$76.5K
CPA
239
Cardiff Park Advisors
California
$70.5K +$14.6K +339 +26%
PS
240
Pinney & Scofield
Massachusetts
$69K +$49.1K +1,145 +257%
CMBA
241
C.M. Bidwell & Associates
Hawaii
$65.1K
RWM
242
Rialto Wealth Management
New York
$47K
LFG
243
Larson Financial Group
Missouri
$43.5K +$43.1K +1,003 New
NSG
244
Nalls Sherbakoff Group
Tennessee
$40.2K
Qube Research & Technologies (QRT)
245
Qube Research & Technologies (QRT)
United Kingdom
$39.8K -$4.59K -107 -10%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$16.9K +$16.7K +388 New
UBS Group
247
UBS Group
Switzerland
$15.5K +$15.3K +357 New
ACM
248
Anfield Capital Management
California
$15.2K
EWA
249
Elevate Wealth Advisory
Georgia
$14.6K
SAM
250
Smartleaf Asset Management
Massachusetts
$13.1K

DFSU Hedge Fund Activity: Q4 2025 in Review

256 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2025, worth a combined $1.42B — up 9.9% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSU positions and 8 closed out — a net gain of 28 holders — while 121 added to existing stakes and 59 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $17.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $2.6M.

  • 256 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $1.42B of Dimensional US Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2025 and 8 closed out, a net change of +28 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $17.3M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2025.