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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

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: 15 → 17 (+2)

6% more funds holding

Funds holding: 205 → 218 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.2M
2
TFP
Triune Financial Partners
Kansas
+$10.2M
3
AWP
Abacus Wealth Partners
California
+$9.56M
4
EWP
Elevation Wealth Partners
California
+$5.13M
5
QFA
Quantum Financial Advisors
California
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$29M
2
WC
Wolfstich Capital
Massachusetts
-$8.04M
3
Raymond James Financial
Raymond James Financial
Florida
-$4.18M
4
SW
Simplicity Wealth
New Jersey
-$2.99M
5
SIS
Strategic Investment Solutions
Illinois
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAN
76
Wealth Advisors Northwest
Oregon
$1.55M +$123K +3,386 +9%
MWM
77
Modera Wealth Management
New Jersey
$1.54M -$10.9K -300 -0.8%
SIP
78
Sellwood Investment Partners
Oregon
$1.52M +$1.41M +38,736 New
RIM
79
RW Investment Management
Idaho
$1.46M +$27.5K +755 +2%
CFA
80
Cahill Financial Advisors
Minnesota
$1.35M +$15.2K +417 +1%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.35M +$751K +20,586 +150%
VWM
82
Vermillion Wealth Management
Minnesota
$1.33M +$130K +3,561 +12%
CFGA
83
Cambridge Financial Group (Arizona)
Arizona
$1.33M -$132K -3,626 -10%
EFP
84
EnRich Financial Partners
Wisconsin
$1.31M -$132K -3,609 -10%
PWA
85
Physician Wealth Advisors
Utah
$1.3M – – –
SIM
86
Stratos Investment Management
Ohio
$1.28M +$1.19M +32,604 New
AF
87
Advisornet Financial
Minnesota
$1.25M +$439K +12,045 +61%
SRWM
88
Shira Ridge Wealth Management
California
$1.22M -$13.5K -370 -1%
MGWA
89
Monument Group Wealth Advisors
Massachusetts
$1.16M +$15.7K +431 +1%
NRWA
90
North Ridge Wealth Advisors
Oregon
$1.16M +$44.7K +1,226 +4%
FFA
91
Farther Finance Advisors
California
$1.15M -$126K -3,459 -11%
RFP
92
Root Financial Partners
California
$1.13M -$120K -3,286 -10%
W
93
WPWealth
Texas
$1.13M +$365 +10 +0%
FFM
94
Flagstone Financial Management
Nebraska
$1.13M +$486K +13,317 +87%
Stifel Financial
95
Stifel Financial
Missouri
$1.11M +$5.29K +145 +0.5%
OFI
96
Outbound Financial Inc
Colorado
$1.11M +$1.03M +28,155 New
WANY
97
Wealthspire Advisors (New York)
New York
$1.1M -$97.3K -2,668 -9%
TWM
98
Tanager Wealth Management
United Kingdom
$1.1M +$77.7K +2,130 +8%
XPN
99
XY Planning Network
Montana
$1.1M +$736K +20,172 +261%
SDWIA
100
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.06M -$34.2K -937 -3%
2 3
4
5 6

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.