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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

201 hedge funds and large institutions have $910M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
21
Increased
98
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$43.5M
2
Raymond James Financial
Raymond James Financial
Florida
$4.74M
3
CC
Citrine Capital
California
$35.6M
4
AC
AWM Capital
Arizona
$109M
5
WCWM
Willow Creek Wealth Management
California
$12.3M

Top Sellers

1
CW
Curio Wealth
Maryland
$187K
2
RS
Retirement Solution
Washington
$194M
3
EFP
Elser Financial Planning
Indiana
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BOC
Blue Oak Capital
California
$7.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$2.38M +$2.38M +66,473 New
ACM
52
Aspen Capital Management
Idaho
$2.35M +$2.35M +65,486 New
NA
53
NewEdge Advisors
Louisiana
$2.32M -$421K -11,746 -15%
B
54
BetterWealth
California
$2.13M -$647K -18,062 -23%
FWMP
55
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.12M – – –
LFA
56
Level Financial Advisors
New York
$2.08M -$17.5K -490 -0.8%
LAMC
57
Longview Asset Management (California)
California
$2.03M +$189K +5,282 +10%
TWA
58
Trellis Wealth Advisors
California
$2.01M +$7.16K +200 +0.4%
TWA
59
TCI Wealth Advisors
Arizona
$1.84M +$50.1K +1,398 +3%
UWM
60
United Wealth Management
Virginia
$1.83M +$21.8K +610 +1%
DPW
61
DiNuzzo Private Wealth
Pennsylvania
$1.83M +$22.3K +623 +1%
EFN
62
Equita Financial Network
Pennsylvania
$1.81M +$275K +7,676 +18%
JC
63
Jentner Corp
Ohio
$1.77M +$98.5K +2,750 +6%
BWA
64
Babb Wealth Advisors
Arizona
$1.66M -$517K -14,428 -24%
DADC
65
D.A. Davidson & Co
Montana
$1.64M +$884K +24,676 +118%
PAG
66
Private Advisor Group
New Jersey
$1.51M +$18.5K +516 +1%
CCC
67
Compass Capital Corp
Massachusetts
$1.46M -$1.04M -31,796 -41%
MWM
68
Modera Wealth Management
New Jersey
$1.42M +$28.6K +800 +2%
MFA
69
Morling Financial Advisors
California
$1.39M +$363K +10,133 +35%
SC
70
Savant Capital
Illinois
$1.38M +$30.4K +850 +2%
EFP
71
EnRich Financial Partners
Wisconsin
$1.33M -$58.8K -1,643 -4%
RIM
72
RW Investment Management
Idaho
$1.3M -$536K -14,975 -29%
DWA
73
Delap Wealth Advisory
Oregon
$1.3M -$354K -9,877 -21%
WAN
74
Wealth Advisors Northwest
Oregon
$1.3M +$131K +3,664 +11%
CFA
75
Cahill Financial Advisors
Minnesota
$1.22M +$180K +5,028 +17%
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