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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
SFA
51
Sequoia Financial Advisors
Ohio
$2.38M +$2.52M +66,473 New
ACM
52
Aspen Capital Management
Idaho
$2.35M +$2.49M +65,486 New
NA
53
NewEdge Advisors
Louisiana
$2.32M -$446K -11,746 -15%
B
54
BetterWealth
California
$2.13M -$686K -18,062 -23%
FWMP
55
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.12M
LFA
56
Level Financial Advisors
New York
$2.08M -$18.6K -490 -0.8%
LAMC
57
Longview Asset Management (California)
California
$2.03M +$201K +5,282 +10%
TWA
58
Trellis Wealth Advisors
California
$2.01M +$7.59K +200 +0.4%
TWA
59
TCI Wealth Advisors
Arizona
$1.84M +$53.1K +1,398 +3%
UWM
60
United Wealth Management
Virginia
$1.83M +$23.2K +610 +1%
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$1.83M +$23.7K +623 +1%
EFN
62
Equita Financial Network
Pennsylvania
$1.81M +$291K +7,676 +18%
JC
63
Jentner Corp
Ohio
$1.77M +$104K +2,750 +6%
BWA
64
Babb Wealth Advisors
Arizona
$1.66M -$548K -14,428 -24%
DADC
65
D.A. Davidson & Co
Montana
$1.64M +$937K +24,676 +118%
BEW
66
Burton Enright Welch
California
$1.51M +$190 +5 +0%
PAG
67
Private Advisor Group
New Jersey
$1.51M +$19.6K +516 +1%
CCC
68
Compass Capital Corp
Massachusetts
$1.46M -$1.21M -31,796 -41%
MWM
69
Modera Wealth Management
New Jersey
$1.42M +$30.4K +800 +2%
MFA
70
Morling Financial Advisors
California
$1.39M +$385K +10,133 +35%
SC
71
Savant Capital
Illinois
$1.38M +$32.3K +850 +2%
CFGA
72
Cambridge Financial Group (Arizona)
Arizona
$1.34M +$200K +5,256 +16%
EFP
73
EnRich Financial Partners
Wisconsin
$1.33M -$62.4K -1,643 -4%
RIM
74
RW Investment Management
Idaho
$1.3M -$569K -14,975 -29%
DWA
75
Delap Wealth Advisory
Oregon
$1.3M -$375K -9,877 -21%

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.