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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

218 hedge funds and large institutions have $1.09B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 112 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $914M → $1.09B (+$178M)

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

6% more funds holding

Funds holding: 205 → 218 (+13)

2.34% more ownership

Funds ownership: 70.99% → 73.34% (+2.3%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
28
Increased
112
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.2M
2
TFP
Triune Financial Partners
Kansas
+$10.2M
3
AWP
Abacus Wealth Partners
California
+$9.56M
4
EWP
Elevation Wealth Partners
California
+$5.13M
5
QFA
Quantum Financial Advisors
California
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$29M
2
WC
Wolfstich Capital
Massachusetts
-$8.04M
3
Raymond James Financial
Raymond James Financial
Florida
-$4.18M
4
SW
Simplicity Wealth
New Jersey
-$2.99M
5
SIS
Strategic Investment Solutions
Illinois
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
101
von Borstel & Associates
Oregon
$1.04M +$36.6K +1,004 +4%
FFG
102
Fiduciary Financial Group
California
$1.03M +$117K +3,212 +14%
AFG
103
Altiora Financial Group
Ohio
$1.02M – – –
MWA
104
Mills Wealth Advisors
Texas
$1.02M +$41.3K +1,133 +5%
HNWA
105
Henrickson Nauta Wealth Advisors
Michigan
$969K -$263K -7,209 -23%
JAA
106
Joel Adams & Associates
North Carolina
$915K +$7.99K +219 +0.9%
RCAG
107
Rehmann Capital Advisory Group
Michigan
$915K -$27.4K -752 -3%
BRIA
108
Balanced Rock Investment Advisors
Massachusetts
$914K +$80.2K +2,200 +10%
HIF
109
Hill Island Financial
Michigan
$909K -$48.1K -1,318 -5%
OCM
110
Orion Capital Management
California
$895K +$16.9K +463 +2%
CI
111
Cordant Inc
Oregon
$858K +$83.2K +2,281 +12%
MWM
112
Meritas Wealth Management
California
$848K – – –
BA
113
Bridgewater Advisors
New York
$795K -$53.5K -1,467 -7%
KP
114
Keel Point
Alabama
$793K – – –
IAG
115
Investment Advisory Group
Massachusetts
$787K – – –
Bank of America
116
Bank of America
North Carolina
$748K -$5.4K -148 -0.8%
HCM
117
Hicks Capital Management
Ohio
$723K -$27.2K -746 -4%
LWA
118
Ledgewood Wealth Advisors
New Hampshire
$712K – – –
FFP
119
Freedom Financial Partners
Minnesota
$700K +$117K +3,217 +22%
OWM
120
Opes Wealth Management
California
$698K +$2.73K +75 +0.4%
Raymond James Financial
121
Raymond James Financial
Florida
$696K -$4.18M -114,663 -87%
CCMI
122
Creative Capital Management Investments
California
$681K +$5K +137 +0.8%
BGWM
123
Bridge Generations Wealth Management
Florida
$673K – – –
Creative Planning
124
Creative Planning
Kansas
$649K +$10.6K +291 +2%
PHWM
125
Pine Harbor Wealth Management
Maryland
$620K +$365 +10 +0.1%
3 4
5
6 7

DFSU Hedge Fund Activity: Q2 2025 in Review

218 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2025, worth a combined $1.09B — up 19% from $914M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFSU positions and 9 closed out — a net gain of 19 holders — while 112 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.2M. The largest seller was AWM Capital, cutting an estimated $29M.

  • 218 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $1.09B of Dimensional US Sustainability Core 1 ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2025 and 9 closed out, a net change of +19 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $22.2M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.