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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 %
BA
101
Bridgewater Advisors
New York
$747K -$200K -5,648 -21%
CG
102
Caprock Group
Idaho
$726K – – –
KP
103
Keel Point
Alabama
$724K – – –
IAG
104
Investment Advisory Group
Massachusetts
$718K -$7.74K -216 -1%
AF
105
Advisornet Financial
Minnesota
$705K +$172K +4,806 +32%
CI
106
Cordant Inc
Oregon
$701K +$108K +3,025 +18%
Bank of America
107
Bank of America
North Carolina
$688K +$688K +19,209 New
HCM
108
Hicks Capital Management
Ohio
$686K +$686K +19,156 New
LWA
109
Ledgewood Wealth Advisors
New Hampshire
$649K – – –
FCG
110
Financial Connections Group
California
$649K +$211K +5,904 +48%
OWM
111
Opes Wealth Management
California
$634K +$16.5K +460 +3%
CCMI
112
Creative Capital Management Investments
California
$616K -$36.1K -1,008 -6%
BGWM
113
Bridge Generations Wealth Management
Florida
$614K -$537 -15 -0.1%
Creative Planning
114
Creative Planning
Kansas
$582K +$1.07K +30 +0.2%
PHWM
115
Pine Harbor Wealth Management
Maryland
$565K -$6.7K -187 -1%
FAFN
116
First Affirmative Financial Network
Colorado
$553K +$553K +15,442 New
FFM
117
Flagstone Financial Management
Nebraska
$550K +$12.2K +340 +2%
MWA
118
Monograph Wealth Advisors
California
$543K +$543K +15,175 New
FFP
119
Freedom Financial Partners
Minnesota
$523K +$1.15K +32 +0.2%
HCM
120
Hutchinson Capital Management
California
$508K – – –
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$491K +$21.5K +600 +5%
RWM
122
Ruedi Wealth Management
Illinois
$489K +$48.3K +1,348 +11%
Osaic Holdings
123
Osaic Holdings
Arizona
$478K +$478K +13,353 New
FG
124
Foster Group
Iowa
$477K -$1.07K -30 -0.2%
CGL
125
Clarius Group LLC
Washington
$475K +$92K +2,570 +24%
3 4
5
6 7