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DFSU

Dimensional US Sustainability Core 1 ETF

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: 1517 (+2)

6% more funds holding

Funds holding: 205218 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MWG
51
Martin Worley Group
Utah
$2.93M -$123K -3,371 -4%
RIM
52
Rockbridge Investment Management
New York
$2.66M -$326K -8,943 -12%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$2.45M +$1.04M +28,473 +84%
LFA
54
Level Financial Advisors
New York
$2.42M +$136K +3,739 +6%
NA
55
NewEdge Advisors
Louisiana
$2.41M -$124K -3,409 -5%
B
56
BetterWealth
California
$2.35M +$10.9K +298 +0.5%
FWMP
57
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.33M +$656 +18 +0%
WC
58
Wolfstich Capital
Massachusetts
$2.25M -$8.04M -220,448 -79%
TWA
59
Trellis Wealth Advisors
California
$2.2M -$7.07K -194 -0.3%
MML Investors Services
60
MML Investors Services
Massachusetts
$2.13M +$1.98M +54,328 New
BEW
61
Burton Enright Welch
California
$2.12M +$426K +11,686 +28%
DPW
62
DiNuzzo Private Wealth
Pennsylvania
$2.06M +$49.1K +1,347 +3%
JC
63
Jentner Corp
Ohio
$2.05M +$104K +2,853 +6%
UWM
64
United Wealth Management
Virginia
$2.04M +$32.6K +893 +2%
DADC
65
D.A. Davidson & Co
Montana
$2.02M +$213K +5,829 +13%
CCC
66
Compass Capital Corp
Massachusetts
$1.89M +$66K +1,811 +4%
LAMC
67
Longview Asset Management (California)
California
$1.87M -$328K -8,993 -16%
BWA
68
Babb Wealth Advisors
Arizona
$1.83M +$4.45K +122 +0.3%
FCG
69
Financial Connections Group
California
$1.79M +$1M +27,442 +151%
VCP
70
Vista Capital Partners
Oregon
$1.78M +$1.65M +45,256 New
PAG
71
Private Advisor Group
New Jersey
$1.69M +$33.3K +914 +2%
SC
72
Savant Capital
Illinois
$1.62M +$103K +2,833 +7%
MFA
73
Morling Financial Advisors
California
$1.58M +$55.9K +1,532 +4%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.56M +$1.11M +30,502 +331%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.56M +$1.45M +39,677 New

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.