We are live on ! Find out more
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
PAG
76
Private Advisor Group
New Jersey
$1.83M +$7.2K +176 +0.4%
PWM
77
Perigon Wealth Management
California
$1.8M +$1.42M +34,821 +463%
MFA
78
Morling Financial Advisors
California
$1.75M +$35.9K +878 +2%
SIP
79
Sellwood Investment Partners
Oregon
$1.74M +$92.7K +2,267 +6%
RIM
80
RW Investment Management
Idaho
$1.66M +$83.3K +2,037 +5%
MWM
81
Modera Wealth Management
New Jersey
$1.65M -$21.1K -515 -1%
CFA
82
Cahill Financial Advisors
Minnesota
$1.5M +$34.5K +843 +2%
RFP
83
Root Financial Partners
California
$1.48M +$246K +6,015 +21%
EFP
84
EnRich Financial Partners
Wisconsin
$1.43M +$10.3K +251 +0.8%
Stifel Financial
85
Stifel Financial
Missouri
$1.4M +$189K +4,628 +16%
CFGA
86
Cambridge Financial Group (Arizona)
Arizona
$1.37M -$62.4K -1,526 -5%
PWA
87
Physician Wealth Advisors
Utah
$1.36M -$42.8K -1,045 -3%
WAN
88
Wealth Advisors Northwest
Oregon
$1.35M -$320K -7,824 -20%
W
89
WPWealth
Texas
$1.3M +$73.2K +1,790 +6%
NRWA
90
North Ridge Wealth Advisors
Oregon
$1.29M +$37.9K +926 +3%
FFA
91
Farther Finance Advisors
California
$1.28M +$31.1K +760 +3%
CG
92
Caprock Group
Idaho
$1.25M +$1.24M +30,260 New
FFG
93
Fiduciary Financial Group
California
$1.24M +$128K +3,132 +12%
MGWA
94
Monument Group Wealth Advisors
Massachusetts
$1.24M -$16.2K -395 -1%
SRWM
95
Shira Ridge Wealth Management
California
$1.22M -$93.5K -2,286 -7%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$1.17M -$495K -12,109 -31%
OFI
97
Outbound Financial Inc
Colorado
$1.17M -$28K -685 -2%
BRIA
98
Balanced Rock Investment Advisors
Massachusetts
$1.15M +$151K +3,679 +16%
HIF
99
Hill Island Financial
Michigan
$1.14M +$152K +3,707 +16%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.14M +$143K +3,500 +15%

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.