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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
DPW
76
DiNuzzo Private Wealth
Pennsylvania
$2.19M -$108K -2,523 -5%
CCC
77
Compass Capital Corp
Massachusetts
$2.18M +$20.1K +469 +1%
PHWA
78
Petersen Hastings Wealth Advisors
Washington
$2.16M +$2.13M +49,639 New
DADC
79
D.A. Davidson & Co
Montana
$2.13M +$127K +2,957 +6%
VCP
80
Vista Capital Partners
Oregon
$2.09M +$25.7K +599 +1%
XPN
81
XY Planning Network
Montana
$2.04M +$815K +18,977 +68%
NA
82
NewEdge Advisors
Louisiana
$2M -$300K -6,992 -13%
FCG
83
Financial Connections Group
California
$1.96M +$35.5K +828 +2%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.94M -$288K -6,708 -13%
PAG
85
Private Advisor Group
New Jersey
$1.89M +$17.9K +416 +1%
SIP
86
Sellwood Investment Partners
Oregon
$1.77M -$12K -280 -0.7%
NRWA
87
North Ridge Wealth Advisors
Oregon
$1.76M +$433K +10,098 +33%
MFA
88
Morling Financial Advisors
California
$1.75M -$40K -931 -2%
WC
89
Wolfstich Capital
Massachusetts
$1.69M -$783K -18,243 -32%
MWM
90
Modera Wealth Management
New Jersey
$1.67M -$19.1K -446 -1%
Brown Advisory
91
Brown Advisory
Maryland
$1.65M +$1.22M +28,358 +293%
WAN
92
Wealth Advisors Northwest
Oregon
$1.64M +$254K +5,921 +19%
CG
93
Caprock Group
Idaho
$1.6M +$281K +6,535 +22%
Stifel Financial
94
Stifel Financial
Missouri
$1.59M +$159K +3,697 +11%
FFA
95
Farther Finance Advisors
California
$1.56M +$250K +5,829 +19%
CFA
96
Cahill Financial Advisors
Minnesota
$1.49M -$34.8K -811 -2%
EFP
97
EnRich Financial Partners
Wisconsin
$1.44M -$21.8K -507 -2%
MAC
98
Mason & Associates (California)
California
$1.41M +$1.39M +32,398 New
W
99
WPWealth
Texas
$1.33M -$515 -12 -0%
PWA
100
Physician Wealth Advisors
Utah
$1.33M -$64.1K -1,494 -5%

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.