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DFSU

Dimensional US Sustainability Core 1 ETF

232 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 59 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 1

90% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 59

19% more capital invested

Capital invested by funds: $1.09B → $1.3B (+$205M)

6% more funds holding

Funds holding: 218232 (+14)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.8% more ownership

Funds ownership: 73.34%76.14% (+2.8%)

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
21
Increased
112
Reduced
59
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$1.12M -$221K -5,406 -17%
TWM
102
Tanager Wealth Management
United Kingdom
$1.11M -$76.5K -1,871 -7%
SDWIA
103
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.11M -$37.6K -920 -3%
AFG
104
Altiora Financial Group
Ohio
$1.1M
MWA
105
Mills Wealth Advisors
Texas
$1.1M
HNWA
106
Henrickson Nauta Wealth Advisors
Michigan
$1.1M +$47.1K +1,151 +5%
XPN
107
XY Planning Network
Montana
$1.1M
VBA
108
von Borstel & Associates
Oregon
$1.09M -$24.5K -599 -2%
Raymond James Financial
109
Raymond James Financial
Florida
$1.08M +$311K +7,597 +43%
VWM
110
Vermillion Wealth Management
Minnesota
$1.02M -$397K -9,705 -29%
JAA
111
Joel Adams & Associates
North Carolina
$997K +$6.1K +149 +0.6%
SIM
112
Stratos Investment Management
Ohio
$945K -$424K -10,363 -32%
OCM
113
Orion Capital Management
California
$941K -$25.9K -633 -3%
MWM
114
Meritas Wealth Management
California
$917K
VT
115
Vise Technologies
New York
$882K +$849K +20,761 New
BA
116
Bridgewater Advisors
New York
$866K +$32K +781 +4%
IAG
117
Investment Advisory Group
Massachusetts
$852K
Bank of America
118
Bank of America
North Carolina
$810K
HCM
119
Hicks Capital Management
Ohio
$782K
CI
120
Cordant Inc
Oregon
$775K -$148K -3,610 -17%
LWA
121
Ledgewood Wealth Advisors
New Hampshire
$770K
OWM
122
Opes Wealth Management
California
$759K +$4.09K +100 +0.6%
FFP
123
Freedom Financial Partners
Minnesota
$757K -$82 -2 -0%
WANY
124
Wealthspire Advisors (New York)
New York
$749K -$422K -10,314 -37%
CCMI
125
Creative Capital Management Investments
California
$735K -$1.68K -41 -0.2%

DFSU Hedge Fund Activity: Q3 2025 in Review

232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2025, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFSU positions and 1 closed out — a net gain of 20 holders — while 112 added to existing stakes and 59 trimmed.

The largest buyer was AWM Capital, adding an estimated $27.4M. The largest seller was Retirement Solution, cutting an estimated $1.81M.

  • 232 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2025, up from 218 in Q2 2025.
  • Funds reported $1.3B of Dimensional US Sustainability Core 1 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2025 and 1 closed out, a net change of +20 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2025 was AWM Capital, an estimated $27.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2025 was Retirement Solution, an estimated $1.81M sold.

Based on aggregated 13F filings for Q3 2025.