DFSU icon

Dimensional US Sustainability Core 1 ETF

213 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, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
26
Waypoint Wealth Partners
California
$7.52M +$2.54M +64,618 +51%
OIA
27
OneDigital Investment Advisors
Kansas
$7.21M -$612K -15,599 -8%
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$7.21M -$6.87K -175 -0.1%
MWM
29
Momentous Wealth Management
Washington
$6.6M +$735K +18,719 +13%
Betterment LLC
30
Betterment LLC
New York
$6.37M +$2.09M +53,183 +49%
Corient Private Wealth
31
Corient Private Wealth
Florida
$5.93M -$1.61M -40,955 -21%
BOC
32
Blue Oak Capital
California
$5.86M -$2.48M -63,140 -30%
EWP
33
Elevation Wealth Partners
California
$5.73M +$5.52M +140,690 +2,698%
AIC
34
Allodium Investment Consultants
Minnesota
$5.28M +$671K +17,092 +15%
NCM
35
Northland Capital Management
Minnesota
$4.81M +$379K +9,656 +9%
RIP
36
RAM Investment Partners
Washington
$4.75M +$993K +25,302 +26%
FOA
37
Five Oceans Advisors
California
$4.56M +$1.31M +33,441 +40%
ACM
38
Aspen Capital Management
Idaho
$4.36M +$1.79M +45,521 +70%
SIS
39
Strategic Investment Solutions
Illinois
$3.78M -$2.67M -68,072 -41%
SSC
40
Syverson Strege & Co
Iowa
$3.63M +$3.3K +84 +0.1%
TI
41
Truepoint Inc
Ohio
$3.62M +$463K +11,791 +15%
LPL Financial
42
LPL Financial
California
$3.52M +$558K +14,207 +19%
AA
43
Addison Advisors
Vermont
$3.3M +$218K +5,550 +7%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.24M +$155K +3,955 +5%
ADL
45
Asset Dedication LLC
California
$3.19M -$119K -3,023 -4%
TWA
46
TCI Wealth Advisors
Arizona
$3.14M +$1.12M +28,619 +56%
SFA
47
Sequoia Financial Advisors
Ohio
$3.12M +$510K +13,006 +20%
EFN
48
Equita Financial Network
Pennsylvania
$3.1M +$1.11M +28,396 +56%
PFG
49
Premier Financial Group
California
$3M +$3M +73,461 New
CPIG
50
Chicago Partners Investment Group
Illinois
$2.97M -$6.24K -154 -0.2%