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DFSU

Dimensional US Sustainability Core 1 ETF

232 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 59 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 1

90% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 59

19% more capital invested

Capital invested by funds: $1.09B → $1.3B (+$205M)

6% more funds holding

Funds holding: 218232 (+14)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.8% more ownership

Funds ownership: 73.34%76.14% (+2.8%)

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
21
Increased
112
Reduced
59
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QHA
26
Quarry Hill Advisors
Minnesota
$8.89M +$620K +15,159 +8%
TWA
27
TCI Wealth Advisors
Arizona
$8.67M +$5.08M +124,191 +155%
PCI
28
Planning Center Inc
Illinois
$8.65M -$154K -3,752 -2%
OIA
29
OneDigital Investment Advisors
Kansas
$8.3M +$477K +11,651 +6%
WA
30
Wealth Architects
California
$8.16M -$350K -8,559 -4%
CPCM
31
Cardinal Point Capital Management
Ontario, Canada
$7.94M +$209K +5,118 +3%
BJL
32
Brighton Jones LLC
Washington
$7.73M -$532K -13,014 -7%
MWM
33
Momentous Wealth Management
Washington
$7.19M +$45.5K +1,113 +0.7%
SFA
34
Sequoia Financial Advisors
Ohio
$6.88M +$3.38M +82,573 +104%
Corient Private Wealth
35
Corient Private Wealth
Florida
$6.68M +$252K +6,152 +4%
EWP
36
Elevation Wealth Partners
California
$6.21M +$14.1K +345 +0.2%
MMA
37
Miracle Mile Advisors
California
$5.97M +$5.75M +140,660 New
AIC
38
Allodium Investment Consultants
Minnesota
$5.78M +$63.2K +1,544 +1%
NCM
39
Northland Capital Management
Minnesota
$5.69M +$466K +11,389 +9%
RIM
40
Rockbridge Investment Management
New York
$5.4M +$2.43M +59,305 +87%
WMS
41
Wealth Management Strategies
Pennsylvania
$5.3M +$5.11M +124,899 New
RIP
42
RAM Investment Partners
Washington
$4.99M -$140K -3,419 -3%
LPL Financial
43
LPL Financial
California
$4.99M +$1.14M +27,781 +31%
ACM
44
Aspen Capital Management
Idaho
$4.96M +$234K +5,729 +5%
FG
45
Foster Group
Iowa
$4.74M +$4M +97,789 +703%
SW
46
Simplicity Wealth
New Jersey
$4.05M +$3.9M +95,414 New
TI
47
Truepoint Inc
Ohio
$3.91M -$3.76K -92 -0.1%
SSC
48
Syverson Strege & Co
Iowa
$3.9M -$20.9K -510 -0.6%
AA
49
Addison Advisors
Vermont
$3.87M +$283K +6,918 +8%
EFN
50
Equita Financial Network
Pennsylvania
$3.86M +$488K +11,936 +15%

DFSU Hedge Fund Activity: Q3 2025 in Review

232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2025, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFSU positions and 1 closed out — a net gain of 20 holders — while 112 added to existing stakes and 59 trimmed.

The largest buyer was AWM Capital, adding an estimated $27.4M. The largest seller was Retirement Solution, cutting an estimated $1.81M.

  • 232 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2025, up from 218 in Q2 2025.
  • Funds reported $1.3B of Dimensional US Sustainability Core 1 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2025 and 1 closed out, a net change of +20 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2025 was AWM Capital, an estimated $27.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2025 was Retirement Solution, an estimated $1.81M sold.

Based on aggregated 13F filings for Q3 2025.