DFSU icon

Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
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
QHA
26
Quarry Hill Advisors
Minnesota
$6.23M
SIS
27
Strategic Investment Solutions
Illinois
$5.88M
PFA
28
Pure Financial Advisors
California
$5.39M
MWM
29
Momentous Wealth Management
Washington
$5.35M
WA
30
Wealth Architects
California
$5.06M
BJL
31
Brighton Jones LLC
Washington
$4.96M
Raymond James Financial
32
Raymond James Financial
Florida
$4.74M
WWP
33
Waypoint Wealth Partners
California
$4.54M
AIC
34
Allodium Investment Consultants
Minnesota
$4.21M
NCM
35
Northland Capital Management
Minnesota
$4.04M
Betterment LLC
36
Betterment LLC
New York
$3.91M
RIP
37
RAM Investment Partners
Washington
$3.43M
SSC
38
Syverson Strege & Co
Iowa
$3.31M
WMS
39
Wealth Management Strategies
Pennsylvania
$3.24M
MGW
40
MB Generational Wealth
Washington
$3.05M
ADL
41
Asset Dedication LLC
California
$3.02M
SW
42
Simplicity Wealth
New Jersey
$2.99M
FOA
43
Five Oceans Advisors
California
$2.96M
TI
44
Truepoint Inc
Ohio
$2.88M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.82M
AA
46
Addison Advisors
Vermont
$2.81M
MWG
47
Martin Worley Group
Utah
$2.8M
RIM
48
Rockbridge Investment Management
New York
$2.75M
LPL Financial
49
LPL Financial
California
$2.7M
CPIG
50
Chicago Partners Investment Group
Illinois
$2.63M