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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

205 hedge funds and large institutions have $914M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 100 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

104% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 49

5% more funds holding

Funds holding: 195 → 205 (+10)

0.57% less ownership

Funds ownership: 71.57% → 70.99% (-0.57%)

3% less capital invested

Capital invested by funds: $944M → $914M (-$30.4M)

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

Holders
205
Holders Change
+10
Holders Change %
+5.13%
% of All Funds
2.75%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
22
Increased
100
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$37.4M
2
Raymond James Financial
Raymond James Financial
Florida
+$5.03M
3
CC
Citrine Capital
California
+$4.99M
4
AC
AWM Capital
Arizona
+$4.43M
5
WCWM
Willow Creek Wealth Management
California
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$8.38M
2
RS
Retirement Solution
Washington
-$7.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.76M
4
CCC
Compass Capital Corp
Massachusetts
-$1.21M
5
BOC
Blue Oak Capital
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
101
Fiduciary Financial Group
California
$765K -$760K -20,009 -47%
BRIA
102
Balanced Rock Investment Advisors
Massachusetts
$755K +$109K +2,873 +16%
BA
103
Bridgewater Advisors
New York
$747K -$214K -5,648 -21%
CG
104
Caprock Group
Idaho
$726K – – –
KP
105
Keel Point
Alabama
$724K – – –
IAG
106
Investment Advisory Group
Massachusetts
$718K -$8.2K -216 -1%
AF
107
Advisornet Financial
Minnesota
$705K +$182K +4,806 +32%
CI
108
Cordant Inc
Oregon
$701K +$115K +3,025 +18%
Bank of America
109
Bank of America
North Carolina
$688K +$729K +19,209 New
HCM
110
Hicks Capital Management
Ohio
$686K +$727K +19,156 New
LWA
111
Ledgewood Wealth Advisors
New Hampshire
$649K – – –
FCG
112
Financial Connections Group
California
$649K +$224K +5,904 +48%
OWM
113
Opes Wealth Management
California
$634K +$17.5K +460 +3%
CCMI
114
Creative Capital Management Investments
California
$616K -$38.3K -1,008 -6%
BGWM
115
Bridge Generations Wealth Management
Florida
$614K -$570 -15 -0.1%
Creative Planning
116
Creative Planning
Kansas
$582K +$1.14K +30 +0.2%
PHWM
117
Pine Harbor Wealth Management
Maryland
$565K -$7.1K -187 -1%
FAFN
118
First Affirmative Financial Network
Colorado
$553K +$586K +15,442 New
FFM
119
Flagstone Financial Management
Nebraska
$550K +$12.9K +340 +2%
MWA
120
Monograph Wealth Advisors
California
$543K +$576K +15,175 New
FFP
121
Freedom Financial Partners
Minnesota
$523K +$1.22K +32 +0.2%
HCM
122
Hutchinson Capital Management
California
$508K – – –
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$491K +$22.8K +600 +5%
RWM
124
Ruedi Wealth Management
Illinois
$489K +$51.2K +1,348 +11%
Osaic Holdings
125
Osaic Holdings
Arizona
$478K +$507K +13,353 New
3 4
5
6 7

DFSU Hedge Fund Activity: Q1 2025 in Review

205 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q1 2025, worth a combined $914M — down 3.2% from $944M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new DFSU positions and 8 closed out — a net gain of 14 holders — while 100 added to existing stakes and 49 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $37.4M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $8.38M sold.

  • 205 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q1 2025, up from 195 in Q4 2024.
  • Funds reported $914M of Dimensional US Sustainability Core 1 ETF stock for Q1 2025, down 3.2% quarter-over-quarter.
  • 22 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q1 2025 and 8 closed out, a net change of +14 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $37.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $8.38M sold.

Based on aggregated 13F filings for Q1 2025.