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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

201 hedge funds and large institutions have $910M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
21
Increased
98
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$43.5M
2
Raymond James Financial
Raymond James Financial
Florida
$4.74M
3
CC
Citrine Capital
California
$35.6M
4
AC
AWM Capital
Arizona
$109M
5
WCWM
Willow Creek Wealth Management
California
$12.3M

Top Sellers

1
CW
Curio Wealth
Maryland
$187K
2
RS
Retirement Solution
Washington
$194M
3
EFP
Elser Financial Planning
Indiana
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BOC
Blue Oak Capital
California
$7.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QHA
26
Quarry Hill Advisors
Minnesota
$6.23M +$279K +7,803 +5%
SIS
27
Strategic Investment Solutions
Illinois
$5.88M -$505K -14,122 -8%
PFA
28
Pure Financial Advisors
California
$5.39M +$418K +11,662 +8%
MWM
29
Momentous Wealth Management
Washington
$5.35M +$144K +4,035 +3%
WA
30
Wealth Architects
California
$5.06M +$226K +6,313 +5%
BJL
31
Brighton Jones LLC
Washington
$4.96M +$871K +24,335 +21%
Raymond James Financial
32
Raymond James Financial
Florida
$4.74M +$4.74M +132,389 New
WWP
33
Waypoint Wealth Partners
California
$4.54M +$25.8K +720 +0.6%
AIC
34
Allodium Investment Consultants
Minnesota
$4.21M +$821K +22,926 +24%
NCM
35
Northland Capital Management
Minnesota
$4.04M -$183K -5,116 -4%
Betterment LLC
36
Betterment LLC
New York
$3.91M +$924K +25,797 +31%
RIP
37
RAM Investment Partners
Washington
$3.43M -$257K -7,179 -7%
SSC
38
Syverson Strege & Co
Iowa
$3.31M +$206K +5,752 +7%
WMS
39
Wealth Management Strategies
Pennsylvania
$3.24M +$1.91M +53,465 +144%
MGW
40
MB Generational Wealth
Washington
$3.05M -$26.9K -752 -0.9%
ADL
41
Asset Dedication LLC
California
$3.02M +$237K +6,614 +9%
SW
42
Simplicity Wealth
New Jersey
$2.99M +$2.99M +83,566 New
FOA
43
Five Oceans Advisors
California
$2.96M -$32.2K -899 -1%
TI
44
Truepoint Inc
Ohio
$2.88M +$378K +10,545 +15%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.82M +$85.8K +2,395 +3%
AA
46
Addison Advisors
Vermont
$2.81M +$24.9K +695 +0.9%
MWG
47
Martin Worley Group
Utah
$2.8M +$949K +26,498 +51%
RIM
48
Rockbridge Investment Management
New York
$2.75M -$23.4K -654 -0.8%
LPL Financial
49
LPL Financial
California
$2.7M +$756K +21,122 +39%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.63M -$43.3K -1,209 -2%
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