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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 %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.21M +$960K +26,819 +379%
PWA
77
Physician Wealth Advisors
Utah
$1.19M -$17.9K -500 -1%
FFA
78
Farther Finance Advisors
California
$1.18M -$234K -6,508 -17%
RFP
79
Root Financial Partners
California
$1.15M +$595K +16,618 +107%
SRWM
80
Shira Ridge Wealth Management
California
$1.12M -$35.8K -1,000 -3%
WANY
81
Wealthspire Advisors (New York)
New York
$1.1M – – –
VWM
82
Vermillion Wealth Management
Minnesota
$1.08M +$2.36K +66 +0.2%
HNWA
83
Henrickson Nauta Wealth Advisors
Michigan
$1.07M +$562K +16,760 +111%
MGWA
84
Monument Group Wealth Advisors
Massachusetts
$1.04M +$7.52K +210 +0.7%
W
85
WPWealth
Texas
$1.03M +$300K +8,378 +41%
NRWA
86
North Ridge Wealth Advisors
Oregon
$1.01M -$3.8K -106 -0.4%
Stifel Financial
87
Stifel Financial
Missouri
$1.01M +$262K +7,328 +35%
SDWIA
88
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$999K +$5.98K +167 +0.6%
Jane Street
89
Jane Street
New York
$949K +$80K +2,233 +9%
AFG
90
Altiora Financial Group
Ohio
$931K – – –
TWM
91
Tanager Wealth Management
United Kingdom
$924K +$25.2K +703 +3%
VBA
92
von Borstel & Associates
Oregon
$894K +$29.3K +819 +3%
MWA
93
Mills Wealth Advisors
Texas
$887K +$7.63K +213 +0.9%
HIF
94
Hill Island Financial
Michigan
$877K +$877K +24,486 New
RCAG
95
Rehmann Capital Advisory Group
Michigan
$862K +$18.3K +512 +2%
JAA
96
Joel Adams & Associates
North Carolina
$827K +$11.2K +314 +1%
OCM
97
Orion Capital Management
California
$800K -$38.5K -1,074 -5%
MWM
98
Meritas Wealth Management
California
$773K +$317K +8,843 +69%
FFG
99
Fiduciary Financial Group
California
$765K -$671K -20,009 -47%
BRIA
100
Balanced Rock Investment Advisors
Massachusetts
$755K +$103K +2,873 +16%
2 3
4
5 6