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DFSU

Dimensional US Sustainability Core 1 ETF

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: 195205 (+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: 1915 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FG
126
Foster Group
Iowa
$477K -$1.14K -30 -0.2%
CGL
127
Clarius Group LLC
Washington
$475K +$97.6K +2,570 +24%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$460K -$43.7K -1,151 -8%
GA
129
Greenspring Advisors
Maryland
$457K
HCA
130
Heck Capital Advisors
Wisconsin
$456K +$484K +12,736 New
MA
131
McGrath & Associates
North Carolina
$442K +$201K +5,286 +75%
FMWA
132
Forvis Mazars Wealth Advisors
Missouri
$411K -$12.3K -324 -3%
SPA
133
Shore Point Advisors
New Jersey
$409K -$2.58K -68 -0.6%
MFC
134
Morris Financial Concepts
South Carolina
$403K +$23.6K +621 +6%
TIM
135
Tortoise Investment Management
New York
$394K
KAS
136
Kestra Advisory Services
Texas
$392K
EFP
137
Envision Financial Planning
Tennessee
$391K -$7.82K -206 -2%
GWA
138
Geometric Wealth Advisors
District of Columbia
$387K +$26.9K +709 +7%
PCM
139
Passive Capital Management
Maryland
$387K
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$341K +$362K +9,529 New
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$330K +$350K +9,223 New
PCIA
142
Prime Capital Investment Advisors
Kansas
$328K -$873 -23 -0.3%
Mariner
143
Mariner
Kansas
$316K
HighTower Advisors
144
HighTower Advisors
Illinois
$315K +$228 +6 +0.1%
WCM
145
Warburton Capital Management
Oklahoma
$314K +$7.37K +194 +2%
KFGG
146
Keystone Financial Group (Georgia)
Georgia
$299K +$683 +18 +0.2%
FWP
147
Family Wealth Partners
North Carolina
$278K +$6.61K +174 +2%
XPN
148
XY Planning Network
Montana
$277K -$17.4K -457 -6%
CMP
149
Coston McIsaac & Partners
Maine
$267K +$150K +3,951 +112%
AWM
150
Austin Wealth Management
Texas
$266K +$304 +8 +0.1%

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.