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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
JP Morgan Chase
126
JP Morgan Chase
New York
$889K +$367K +8,556 +72%
Bank of America
127
Bank of America
North Carolina
$878K +$49.4K +1,150 +6%
SCM
128
SB Capital Management
California
$877K +$866K +20,183 New
IAG
129
Investment Advisory Group
Massachusetts
$871K
FPI
130
Financial Plan Inc
Washington
$839K +$829K +19,317 New
HCM
131
Hicks Capital Management
Ohio
$800K
CI
132
Cordant Inc
Oregon
$788K -$4.59K -107 -0.6%
LWA
133
Ledgewood Wealth Advisors
New Hampshire
$787K
OWM
134
Opes Wealth Management
California
$779K +$3K +70 +0.4%
SRCM
135
Signature Resources Capital Management
California
$777K +$137K +3,200 +22%
FFP
136
Freedom Financial Partners
Minnesota
$776K +$1.59K +37 +0.2%
WANY
137
Wealthspire Advisors (New York)
New York
$766K
Osaic Holdings
138
Osaic Holdings
Arizona
$759K +$101K +2,353 +16%
BGWM
139
Bridge Generations Wealth Management
Florida
$745K
CCMI
140
Creative Capital Management Investments
California
$732K -$19.3K -449 -3%
RWM
141
Ruedi Wealth Management
Illinois
$687K +$30.6K +713 +5%
EFP
142
Envision Financial Planning
Tennessee
$687K +$154K +3,589 +29%
PHWM
143
Pine Harbor Wealth Management
Maryland
$686K
MF
144
Montis Financial
Massachusetts
$686K
TIM
145
Tortoise Investment Management
New York
$683K +$123K +2,860 +22%
PFS
146
Professional Financial Solutions
Virginia
$677K +$669K +15,594 New
HCM
147
Hutchinson Capital Management
California
$633K -$40.9K -954 -6%
GWA
148
Geometric Wealth Advisors
District of Columbia
$618K +$1.29K +30 +0.2%
SOAG
149
Silver Oak Advisory Group
Oregon
$597K +$349K +8,124 +144%
MA
150
McGrath & Associates
North Carolina
$593K +$1.42K +33 +0.2%

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.