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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

218 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 28 funds opening new positions, 112 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $914M → $1.09B (+$178M)

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

6% more funds holding

Funds holding: 205 → 218 (+13)

2.34% more ownership

Funds ownership: 70.99% → 73.34% (+2.3%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
28
Increased
112
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.2M
2
TFP
Triune Financial Partners
Kansas
+$10.2M
3
AWP
Abacus Wealth Partners
California
+$9.56M
4
EWP
Elevation Wealth Partners
California
+$5.13M
5
QFA
Quantum Financial Advisors
California
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$29M
2
WC
Wolfstich Capital
Massachusetts
-$8.04M
3
Raymond James Financial
Raymond James Financial
Florida
-$4.18M
4
SW
Simplicity Wealth
New Jersey
-$2.99M
5
SIS
Strategic Investment Solutions
Illinois
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
26
Waypoint Wealth Partners
California
$7.52M +$2.36M +64,618 +51%
OIA
27
OneDigital Investment Advisors
Kansas
$7.21M -$569K -15,599 -8%
CPCM
28
Cardinal Point Capital Management
Ontario, Canada
$7.21M -$6.38K -175 -0.1%
MWM
29
Momentous Wealth Management
Washington
$6.6M +$683K +18,719 +13%
Betterment LLC
30
Betterment LLC
New York
$6.37M +$1.94M +53,183 +49%
Corient Private Wealth
31
Corient Private Wealth
Florida
$5.93M -$1.49M -40,954 -21%
BOC
32
Blue Oak Capital
California
$5.86M -$2.3M -63,140 -30%
EWP
33
Elevation Wealth Partners
California
$5.73M +$5.13M +140,690 +2,698%
AIC
34
Allodium Investment Consultants
Minnesota
$5.28M +$623K +17,092 +15%
NCM
35
Northland Capital Management
Minnesota
$4.81M +$352K +9,656 +9%
RIP
36
RAM Investment Partners
Washington
$4.75M +$923K +25,302 +26%
FOA
37
Five Oceans Advisors
California
$4.56M +$1.22M +33,441 +40%
ACM
38
Aspen Capital Management
Idaho
$4.36M +$1.66M +45,521 +70%
SIS
39
Strategic Investment Solutions
Illinois
$3.78M -$2.48M -68,072 -41%
SSC
40
Syverson Strege & Co
Iowa
$3.63M +$3.06K +84 +0.1%
TI
41
Truepoint Inc
Ohio
$3.62M +$430K +11,791 +15%
LPL Financial
42
LPL Financial
California
$3.52M +$518K +14,207 +19%
AA
43
Addison Advisors
Vermont
$3.3M +$202K +5,550 +7%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$3.24M +$144K +3,955 +5%
ADL
45
Asset Dedication LLC
California
$3.19M -$110K -3,023 -4%
TWA
46
TCI Wealth Advisors
Arizona
$3.14M +$1.04M +28,619 +56%
SFA
47
Sequoia Financial Advisors
Ohio
$3.12M +$474K +13,006 +20%
EFN
48
Equita Financial Network
Pennsylvania
$3.1M +$1.04M +28,396 +56%
PFG
49
Premier Financial Group
California
$3M +$2.68M +73,461 New
CPIG
50
Chicago Partners Investment Group
Illinois
$2.97M -$5.62K -154 -0.2%
1
2
3 4 5

DFSU Hedge Fund Activity: Q2 2025 in Review

218 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2025, worth a combined $1.09B — up 19% from $914M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFSU positions and 9 closed out — a net gain of 19 holders — while 112 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.2M. The largest seller was AWM Capital, cutting an estimated $29M.

  • 218 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $1.09B of Dimensional US Sustainability Core 1 ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2025 and 9 closed out, a net change of +19 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $22.2M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.