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DFSU

Dimensional US Sustainability Core 1 ETF

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: 1823 (+5)

10% more funds holding

Funds holding: 232256 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Addison Advisors
Vermont
$4.14M +$181K +4,216 +5%
TI
52
Truepoint Inc
Ohio
$3.99M -$9.66K -225 -0.2%
SSC
53
Syverson Strege & Co
Iowa
$3.82M -$169K -3,947 -4%
ADL
54
Asset Dedication LLC
California
$3.68M -$37.9K -883 -1%
WUW
55
Wheels Up Wealth
California
$3.65M +$3.61M +84,031 New
CPIG
56
Chicago Partners Investment Group
Illinois
$3.6M +$363K +8,460 +12%
Raymond James Financial
57
Raymond James Financial
Florida
$3.39M +$2.26M +52,729 +208%
SC
58
Savant Capital
Illinois
$3.14M +$1.07M +24,909 +53%
LFA
59
Level Financial Advisors
New York
$3.01M +$72.5K +1,689 +2%
SCA
60
Sensenig Capital Advisors
Pennsylvania
$2.96M +$2.92M +68,142 New
PFG
61
Premier Financial Group
California
$2.87M -$68.5K -1,595 -2%
PWM
62
Perigon Wealth Management
California
$2.85M +$1M +23,383 +55%
LAMC
63
Longview Asset Management (California)
California
$2.71M +$33.2K +773 +1%
FWMP
64
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$2.59M +$16.6K +387 +0.7%
BEW
65
Burton Enright Welch
California
$2.59M +$245K +5,719 +11%
BWA
66
Babb Wealth Advisors
Arizona
$2.56M +$539K +12,555 +27%
VT
67
Vise Technologies
New York
$2.46M +$1.54M +35,828 +173%
RFP
68
Root Financial Partners
California
$2.44M +$915K +21,315 +61%
B
69
BetterWealth
California
$2.42M -$278K -6,475 -10%
HNWA
70
Henrickson Nauta Wealth Advisors
Michigan
$2.39M +$1.2M +28,023 +108%
PA
71
ProCore Advisors
California
$2.37M +$2.35M +54,657 New
SIS
72
Strategic Investment Solutions
Illinois
$2.34M -$684K -15,924 -23%
FFM
73
Flagstone Financial Management
Nebraska
$2.25M +$190K +4,432 +9%
UWM
74
United Wealth Management
Virginia
$2.24M -$14K -326 -0.6%
TWA
75
Trellis Wealth Advisors
California
$2.22M +$129 +3 +0%

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.