We are live on ! Find out more
DFSU

Dimensional US Sustainability Core 1 ETF

205 hedge funds and large institutions have $914M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

104% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 49

5% more funds holding

Funds holding: 195205 (+10)

0.57% less ownership

Funds ownership: 71.57%70.99% (-0.57%)

3% less capital invested

Capital invested by funds: $944M → $914M (-$30.4M)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
2.75%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
22
Increased
100
Reduced
49
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QHA
26
Quarry Hill Advisors
Minnesota
$6.23M +$296K +7,803 +5%
SIS
27
Strategic Investment Solutions
Illinois
$5.88M -$536K -14,122 -8%
PFA
28
Pure Financial Advisors
California
$5.39M +$443K +11,662 +8%
MWM
29
Momentous Wealth Management
Washington
$5.35M +$153K +4,035 +3%
WA
30
Wealth Architects
California
$5.06M +$240K +6,313 +5%
BJL
31
Brighton Jones LLC
Washington
$4.96M +$924K +24,335 +21%
Raymond James Financial
32
Raymond James Financial
Florida
$4.74M +$5.03M +132,389 New
WWP
33
Waypoint Wealth Partners
California
$4.54M +$27.3K +720 +0.6%
AIC
34
Allodium Investment Consultants
Minnesota
$4.21M +$871K +22,926 +24%
NCM
35
Northland Capital Management
Minnesota
$4.04M -$194K -5,116 -4%
Betterment LLC
36
Betterment LLC
New York
$3.91M +$980K +25,797 +31%
RIP
37
RAM Investment Partners
Washington
$3.43M -$273K -7,179 -7%
SSC
38
Syverson Strege & Co
Iowa
$3.31M +$218K +5,752 +7%
WMS
39
Wealth Management Strategies
Pennsylvania
$3.24M +$2.03M +53,465 +144%
MGW
40
MB Generational Wealth
Washington
$3.05M -$28.6K -752 -0.9%
ADL
41
Asset Dedication LLC
California
$3.02M +$251K +6,614 +9%
SW
42
Simplicity Wealth
New Jersey
$2.99M +$3.17M +83,566 New
FOA
43
Five Oceans Advisors
California
$2.96M -$34.1K -899 -1%
TI
44
Truepoint Inc
Ohio
$2.88M +$400K +10,545 +15%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.82M +$90.9K +2,395 +3%
AA
46
Addison Advisors
Vermont
$2.81M +$26.4K +695 +0.9%
MWG
47
Martin Worley Group
Utah
$2.8M +$1.01M +26,498 +51%
RIM
48
Rockbridge Investment Management
New York
$2.75M -$24.8K -654 -0.8%
LPL Financial
49
LPL Financial
California
$2.7M +$802K +21,122 +39%
CPIG
50
Chicago Partners Investment Group
Illinois
$2.63M -$45.9K -1,209 -2%

DFSU Hedge Fund Activity: Q1 2025 in Review

205 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q1 2025, worth a combined $914M — down 3.2% from $944M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSU positions and 8 closed out — a net gain of 14 holders — while 100 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $37.4M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $8.38M sold.

  • 205 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q1 2025, up from 195 in Q4 2024.
  • Funds reported $914M of Dimensional US Sustainability Core 1 ETF stock for Q1 2025, down 3.2% quarter-over-quarter.
  • 22 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q1 2025 and 8 closed out, a net change of +14 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $37.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $8.38M sold.

Based on aggregated 13F filings for Q1 2025.