We are live on ! Find out more
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
WAN
76
Wealth Advisors Northwest
Oregon
$1.3M +$139K +3,664 +11%
CFA
77
Cahill Financial Advisors
Minnesota
$1.22M +$191K +5,028 +17%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.21M +$1.02M +26,819 +379%
PWA
79
Physician Wealth Advisors
Utah
$1.19M -$19K -500 -1%
FFA
80
Farther Finance Advisors
California
$1.18M -$247K -6,508 -17%
RFP
81
Root Financial Partners
California
$1.15M +$631K +16,618 +107%
SRWM
82
Shira Ridge Wealth Management
California
$1.12M -$38K -1,000 -3%
WANY
83
Wealthspire Advisors (New York)
New York
$1.1M
VWM
84
Vermillion Wealth Management
Minnesota
$1.08M +$2.51K +66 +0.2%
HNWA
85
Henrickson Nauta Wealth Advisors
Michigan
$1.07M +$636K +16,760 +111%
MGWA
86
Monument Group Wealth Advisors
Massachusetts
$1.04M +$7.97K +210 +0.7%
W
87
WPWealth
Texas
$1.03M +$318K +8,378 +41%
NRWA
88
North Ridge Wealth Advisors
Oregon
$1.01M -$4.03K -106 -0.4%
Stifel Financial
89
Stifel Financial
Missouri
$1.01M +$278K +7,328 +35%
SDWIA
90
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$999K +$6.34K +167 +0.6%
Jane Street
91
Jane Street
New York
$949K +$84.8K +2,233 +9%
AFG
92
Altiora Financial Group
Ohio
$931K
TWM
93
Tanager Wealth Management
United Kingdom
$924K +$26.7K +703 +3%
VBA
94
von Borstel & Associates
Oregon
$894K +$31.1K +819 +3%
MWA
95
Mills Wealth Advisors
Texas
$887K +$8.09K +213 +0.9%
HIF
96
Hill Island Financial
Michigan
$877K +$930K +24,486 New
RCAG
97
Rehmann Capital Advisory Group
Michigan
$862K +$19.4K +512 +2%
JAA
98
Joel Adams & Associates
North Carolina
$827K +$11.9K +314 +1%
OCM
99
Orion Capital Management
California
$800K -$40.8K -1,074 -5%
MWM
100
Meritas Wealth Management
California
$773K +$336K +8,843 +69%

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.