DFSU icon

Dimensional US Sustainability Core 1 ETF

202 hedge funds and large institutions have $911M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 99 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
101
Balanced Rock Investment Advisors
Massachusetts
$755K
BA
102
Bridgewater Advisors
New York
$747K
CG
103
Caprock Group
Idaho
$726K
KP
104
Keel Point
Alabama
$724K
IAG
105
Investment Advisory Group
Massachusetts
$718K
AF
106
Advisornet Financial
Minnesota
$705K
CI
107
Cordant Inc
Oregon
$701K
Bank of America
108
Bank of America
North Carolina
$688K
HCM
109
Hicks Capital Management
Ohio
$686K
LWA
110
Ledgewood Wealth Advisors
New Hampshire
$649K
FCG
111
Financial Connections Group
California
$649K
OWM
112
Opes Wealth Management
California
$634K
CCMI
113
Creative Capital Management Investments
California
$616K
BGWM
114
Bridge Generations Wealth Management
Florida
$614K
Creative Planning
115
Creative Planning
Kansas
$582K
PHWM
116
Pine Harbor Wealth Management
Maryland
$565K
FAFN
117
First Affirmative Financial Network
Colorado
$553K
FFM
118
Flagstone Financial Management
Nebraska
$550K
MWA
119
Monograph Wealth Advisors
California
$543K
FFP
120
Freedom Financial Partners
Minnesota
$523K
HCM
121
Hutchinson Capital Management
California
$508K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$491K
RWM
123
Ruedi Wealth Management
Illinois
$489K
Osaic Holdings
124
Osaic Holdings
Arizona
$478K
FG
125
Foster Group
Iowa
$477K