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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

256 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 59

28% more funds holding in top 10

Funds holding in top 10: 18 → 23 (+5)

10% more funds holding

Funds holding: 232 → 256 (+24)

10% more capital invested

Capital invested by funds: $1.3B → $1.42B (+$128M)

0.48% more ownership

Funds ownership: 76.14% → 76.62% (+0.48%)

Holders
256
Holders Change
+24
Holders Change %
+10.34%
% of All Funds
3.11%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.28%
New
36
Increased
121
Reduced
59
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$17.3M
2
SW
Simplicity Wealth
New Jersey
+$9.57M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$7.74M
4
AC
AWM Capital
Arizona
+$4.92M
5
CC
Citrine Capital
California
+$4.79M

Top Sellers

1
FPAS
Focus Partners Advisor Solutions
Missouri
-$2.6M
2
MPCL
My Personal CFO LLC
Washington
-$2.52M
3
LAMNM
Longview Asset Management (New Mexico)
New Mexico
-$1.34M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.17M
5
PCI
Planning Center Inc
Illinois
-$900K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
26
Betterment LLC
New York
$11M +$1.31M +30,575 +14%
QHA
27
Quarry Hill Advisors
Minnesota
$9.82M +$716K +16,689 +8%
OIA
28
OneDigital Investment Advisors
Kansas
$9.37M +$875K +20,387 +10%
SIC
29
SJS Investment Consulting
Ohio
$9.15M +$10.5K +244 +0.1%
NL
30
NWAM LLC
Washington
$8.96M -$375K -8,736 -4%
BJL
31
Brighton Jones LLC
Washington
$8.73M +$807K +18,807 +10%
CPCM
32
Cardinal Point Capital Management
Ontario, Canada
$8.26M +$61K +1,420 +0.8%
MWM
33
Momentous Wealth Management
Washington
$8M +$647K +15,084 +9%
PCI
34
Planning Center Inc
Illinois
$7.93M -$900K -20,972 -10%
BJB
35
Broadhurst Jeffrey B
$6.66M +$6.58M +153,251 New
SFA
36
Sequoia Financial Advisors
Ohio
$6.57M -$460K -10,719 -7%
LPL Financial
37
LPL Financial
California
$6.37M +$1.26M +29,316 +25%
EWP
38
Elevation Wealth Partners
California
$6.24M -$107K -2,484 -2%
MMA
39
Miracle Mile Advisors
California
$6.2M +$93.8K +2,185 +2%
DFP
40
Donalies Financial Planning
District of Columbia
$5.87M +$5.8M +135,160 New
AIC
41
Allodium Investment Consultants
Minnesota
$5.73M -$173K -4,032 -3%
NCM
42
Northland Capital Management
Minnesota
$5.7M -$115K -2,677 -2%
RIM
43
Rockbridge Investment Management
New York
$5.56M +$38.1K +887 +0.7%
WMS
44
Wealth Management Strategies
Pennsylvania
$5.38M -$44.9K -1,047 -0.8%
RIP
45
RAM Investment Partners
Washington
$5.26M +$151K +3,517 +3%
ACM
46
Aspen Capital Management
Idaho
$5.16M +$91.6K +2,135 +2%
FG
47
Foster Group
Iowa
$5.08M +$231K +5,372 +5%
EFN
48
Equita Financial Network
Pennsylvania
$4.33M +$378K +8,799 +10%
MGW
49
MB Generational Wealth
Washington
$4.31M +$565K +13,160 +15%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$4.2M +$416K +9,685 +11%
1
2
3 4 5

DFSU Hedge Fund Activity: Q4 2025 in Review

256 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2025, worth a combined $1.42B — up 9.9% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSU positions and 8 closed out — a net gain of 28 holders — while 121 added to existing stakes and 59 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $17.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $2.6M.

  • 256 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $1.42B of Dimensional US Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2025 and 8 closed out, a net change of +28 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $17.3M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2025.