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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
Mariner
126
Mariner
Kansas
$557K +$196K +5,366 +61%
HCM
127
Hutchinson Capital Management
California
$556K – – –
FG
128
Foster Group
Iowa
$546K +$21.8K +599 +5%
RWM
129
Ruedi Wealth Management
Illinois
$541K +$3.87K +106 +0.8%
MA
130
McGrath & Associates
North Carolina
$531K +$43.3K +1,188 +10%
Osaic Holdings
131
Osaic Holdings
Arizona
$524K – – –
TWD
132
True Wealth Design
Ohio
$507K +$217K +5,945 +85%
HighTower Advisors
133
HighTower Advisors
Illinois
$502K +$145K +3,986 +45%
HCA
134
Heck Capital Advisors
Wisconsin
$500K -$182 -5 -0%
GWA
135
Geometric Wealth Advisors
District of Columbia
$458K +$31.6K +868 +8%
MFC
136
Morris Financial Concepts
South Carolina
$456K +$13.5K +370 +3%
CGL
137
Clarius Group LLC
Washington
$455K -$60.9K -1,670 -13%
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$451K – – –
GWS
139
Glassman Wealth Services
Virginia
$447K +$147K +4,037 +55%
AQR Capital Management
140
AQR Capital Management
Connecticut
$432K +$401K +11,006 New
TIM
141
Tortoise Investment Management
New York
$432K – – –
KAS
142
Kestra Advisory Services
Texas
$431K +$547 +15 +0.1%
EFP
143
Envision Financial Planning
Tennessee
$430K +$984 +27 +0.2%
PCM
144
Passive Capital Management
Maryland
$427K – – –
SPA
145
Shore Point Advisors
New Jersey
$408K -$37.6K -1,030 -9%
WCM
146
Warburton Capital Management
Oklahoma
$386K +$28K +768 +9%
WAP
147
Wealthcare Advisory Partners
Pennsylvania
$375K +$875 +24 +0.3%
PCIA
148
Prime Capital Investment Advisors
Kansas
$359K – – –
CCM
149
Colorado Capital Management
Colorado
$345K +$84.7K +2,323 +36%
KFGG
150
Keystone Financial Group (Georgia)
Georgia
$335K +$766 +21 +0.3%
4 5
6
7 8

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.