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DFSU

Dimensional US Sustainability Core 1 ETF

256 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 59

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 232256 (+24)

10% more capital invested

Capital invested by funds: $1.3B → $1.42B (+$128M)

0.48% more ownership

Funds ownership: 76.14%76.62% (+0.48%)

Holders
256
Holders Change
+24
Holders Change %
+10.34%
% of All Funds
3.11%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.28%
New
36
Increased
121
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
101
Greenspring Advisors
Maryland
$1.32M +$759K +17,674 +138%
HIF
102
Hill Island Financial
Michigan
$1.3M +$131K +3,051 +11%
BRIA
103
Balanced Rock Investment Advisors
Massachusetts
$1.28M +$106K +2,471 +9%
BA
104
Bridgewater Advisors
New York
$1.27M +$367K +8,541 +42%
MGWA
105
Monument Group Wealth Advisors
Massachusetts
$1.27M +$1.59K +37 +0.1%
FFG
106
Fiduciary Financial Group
California
$1.26M -$10.1K -235 -0.8%
SRWM
107
Shira Ridge Wealth Management
California
$1.21M -$36.9K -859 -3%
OFI
108
Outbound Financial Inc
Colorado
$1.19M -$2.58K -60 -0.2%
CFGA
109
Cambridge Financial Group (Arizona)
Arizona
$1.19M -$50.1K -1,168 -4%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$1.18M +$12.9K +300 +1%
AF
111
Advisornet Financial
Minnesota
$1.17M +$23.2K +541 +2%
MWA
112
Mills Wealth Advisors
Texas
$1.15M +$21.8K +509 +2%
AFG
113
Altiora Financial Group
Ohio
$1.13M
VBA
114
von Borstel & Associates
Oregon
$1.06M -$43K -1,002 -4%
VWM
115
Vermillion Wealth Management
Minnesota
$1.05M +$2.19K +51 +0.2%
JAA
116
Joel Adams & Associates
North Carolina
$1.04M +$15.9K +371 +2%
SDWIA
117
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.01M -$118K -2,744 -11%
QCM
118
Quantinno Capital Management
New York
$994K +$982K +22,884 New
MWM
119
Meritas Wealth Management
California
$970K +$31.1K +725 +3%
TWM
120
Tanager Wealth Management
United Kingdom
$969K -$161K -3,741 -14%
OCM
121
Orion Capital Management
California
$964K +$1.54K +36 +0.2%
SIM
122
Stratos Investment Management
Ohio
$955K -$10.9K -254 -1%
Mariner
123
Mariner
Kansas
$937K +$311K +7,239 +50%
OPF
124
Old Peak Finance
North Carolina
$932K +$922K +21,470 New
MWM
125
Mission Wealth Management
California
$928K +$917K +21,372 New

DFSU Hedge Fund Activity: Q4 2025 in Review

256 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2025, worth a combined $1.42B — up 9.9% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSU positions and 8 closed out — a net gain of 28 holders — while 121 added to existing stakes and 59 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $17.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $2.6M.

  • 256 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $1.42B of Dimensional US Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2025 and 8 closed out, a net change of +28 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $17.3M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2025.