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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$3.69M +$178K +4,349 +5%
MGW
52
MB Generational Wealth
Washington
$3.65M +$3.52M +86,004 New
ADL
53
Asset Dedication LLC
California
$3.64M +$181K +4,425 +5%
CPIG
54
Chicago Partners Investment Group
Illinois
$3.18M -$1.51K -37 -0.1%
SIS
55
Strategic Investment Solutions
Illinois
$2.97M -$1.08M -26,314 -27%
LFA
56
Level Financial Advisors
New York
$2.87M +$239K +5,842 +9%
PFG
57
Premier Financial Group
California
$2.85M -$246K -6,022 -8%
B
58
BetterWealth
California
$2.65M +$100K +2,451 +4%
LAMC
59
Longview Asset Management (California)
California
$2.62M +$568K +13,883 +29%
FWMP
60
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.52M +$655 +16 +0%
MPCL
61
My Personal CFO LLC
Washington
$2.52M +$2.43M +59,358 New
WC
62
Wolfstich Capital
Massachusetts
$2.43M
BEW
63
Burton Enright Welch
California
$2.29M +$2.54K +62 +0.1%
NA
64
NewEdge Advisors
Louisiana
$2.25M -$342K -8,366 -14%
UWM
65
United Wealth Management
Virginia
$2.21M
DPW
66
DiNuzzo Private Wealth
Pennsylvania
$2.19M +$25.8K +630 +1%
MML Investors Services
67
MML Investors Services
Massachusetts
$2.18M -$124K -3,042 -6%
TWA
68
Trellis Wealth Advisors
California
$2.17M -$204K -4,991 -9%
CCC
69
Compass Capital Corp
Massachusetts
$2.09M +$77.2K +1,888 +4%
VCP
70
Vista Capital Partners
Oregon
$2.02M +$94.2K +2,302 +5%
FFM
71
Flagstone Financial Management
Nebraska
$2.02M +$769K +18,786 +66%
SC
72
Savant Capital
Illinois
$2.01M +$251K +6,143 +15%
BWA
73
Babb Wealth Advisors
Arizona
$1.97M -$7.12K -174 -0.4%
DADC
74
D.A. Davidson & Co
Montana
$1.96M -$220K -5,381 -10%
FCG
75
Financial Connections Group
California
$1.88M -$51K -1,247 -3%

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.