DFSU icon

Dimensional US Sustainability Core 1 ETF

250 hedge funds and large institutions have $1.41B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAG
126
Investment Advisory Group
Massachusetts
$871K
FPI
127
Financial Plan Inc
Washington
$839K
HCM
128
Hicks Capital Management
Ohio
$800K
CI
129
Cordant Inc
Oregon
$788K
LWA
130
Ledgewood Wealth Advisors
New Hampshire
$787K
OWM
131
Opes Wealth Management
California
$779K
SRCM
132
Signature Resources Capital Management
California
$777K
FFP
133
Freedom Financial Partners
Minnesota
$776K
WANY
134
Wealthspire Advisors (New York)
New York
$766K
Osaic Holdings
135
Osaic Holdings
Arizona
$759K
BGWM
136
Bridge Generations Wealth Management
Florida
$745K
CCMI
137
Creative Capital Management Investments
California
$732K
RWM
138
Ruedi Wealth Management
Illinois
$687K
EFP
139
Envision Financial Planning
Tennessee
$687K
PHWM
140
Pine Harbor Wealth Management
Maryland
$686K
MF
141
Montis Financial
Massachusetts
$686K
TIM
142
Tortoise Investment Management
New York
$683K
PFS
143
Professional Financial Solutions
Virginia
$677K
HCM
144
Hutchinson Capital Management
California
$633K
GWA
145
Geometric Wealth Advisors
District of Columbia
$618K
SOAG
146
Silver Oak Advisory Group
Oregon
$597K
MA
147
McGrath & Associates
North Carolina
$593K
NW
148
NewEdge Wealth
Pennsylvania
$572K
DF
149
Define Financial
California
$556K
GWS
150
Glassman Wealth Services
Virginia
$553K