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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
BGWM
126
Bridge Generations Wealth Management
Florida
$728K
Creative Planning
127
Creative Planning
Kansas
$696K -$5.97K -146 -0.9%
PHWM
128
Pine Harbor Wealth Management
Maryland
$671K
MF
129
Montis Financial
Massachusetts
$670K +$646K +15,786 New
HCM
130
Hutchinson Capital Management
California
$659K +$55.1K +1,347 +10%
RWM
131
Ruedi Wealth Management
Illinois
$642K +$54.9K +1,342 +10%
Osaic Holdings
132
Osaic Holdings
Arizona
$642K +$72.2K +1,765 +13%
SRCM
133
Signature Resources Capital Management
California
$624K +$486K +11,873 +422%
Mariner
134
Mariner
Kansas
$609K +$6.05K +148 +1%
GWA
135
Geometric Wealth Advisors
District of Columbia
$603K +$104K +2,535 +22%
DF
136
Define Financial
California
$585K +$563K +13,767 New
MA
137
McGrath & Associates
North Carolina
$578K +$4.17K +102 +0.8%
TIM
138
Tortoise Investment Management
New York
$546K +$76.1K +1,860 +17%
TWD
139
True Wealth Design
Ohio
$546K -$2.58K -63 -0.5%
GA
140
Greenspring Advisors
Maryland
$542K +$522K +12,767 New
HCA
141
Heck Capital Advisors
Wisconsin
$540K -$736 -18 -0.1%
EFP
142
Envision Financial Planning
Tennessee
$519K +$52K +1,272 +12%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$506K -$916K -22,382 -65%
JP Morgan Chase
144
JP Morgan Chase
New York
$506K +$210K +5,140 +76%
CGL
145
Clarius Group LLC
Washington
$498K +$5.16K +126 +1%
MFC
146
Morris Financial Concepts
South Carolina
$494K +$164 +4 +0%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$488K
HighTower Advisors
148
HighTower Advisors
Illinois
$481K -$59.9K -1,463 -11%
GWS
149
Glassman Wealth Services
Virginia
$472K -$10.5K -256 -2%
KAS
150
Kestra Advisory Services
Texas
$466K

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.