DFSU icon

Dimensional US Sustainability Core 1 ETF

213 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 27 funds opening new positions, 112 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
2.86%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.23%
New
27
Increased
112
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NW
151
NewEdge Wealth
Pennsylvania
$321K +$31.6K +786 +11%
CMP
152
Coston McIsaac & Partners
Maine
$308K +$15.1K +386 +5%
AWP
153
Astra Wealth Partners
New Jersey
$303K +$303K +7,715 New
AWM
154
Austin Wealth Management
Texas
$297K -$9.36K -233 -3%
PWM
155
Perigon Wealth Management
California
$295K +$295K +7,517 New
MSWM
156
McGlone Suttner Wealth Management
Wisconsin
$287K +$287K +7,313 New
MCM
157
Morton Capital Management
California
$286K +$286K +7,293 New
LWP
158
Laurel Wealth Planning
Minnesota
$284K
EWA
159
Exencial Wealth Advisors
Oklahoma
$283K
SFG
160
SNS Financial Group
Minnesota
$283K +$35.8K +913 +15%
GWM
161
Grand Wealth Management
Michigan
$281K +$178K +4,544 +174%
QWM
162
Quadcap Wealth Management
Texas
$281K +$281K +7,148 New
MWM
163
MBE Wealth Management
Wisconsin
$273K
BAWC
164
Boyce & Associates Wealth Consulting
Texas
$266K +$6.16K +157 +2%
AWM
165
Avior Wealth Management
Nebraska
$266K +$79 +2 +0%
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$266K +$12.8K +327 +5%
AFA
167
Alpha Financial Advisors
North Carolina
$262K +$262K +6,671 New
VWM
168
Verus Wealth Management
Wisconsin
$259K
AAM
169
Austin Asset Management
Texas
$258K
SPI
170
Sutton Place Investors
New York
$258K +$4.99K +127 +2%
RSWA
171
Robinson Smith Wealth Advisors
Maine
$253K +$2.79K +71 +1%
ACC
172
Acorn Creek Capital
Colorado
$237K -$33K -840 -12%
GAM
173
Gemmer Asset Management
California
$230K +$230K +5,868 New
PWS
174
Physician Wealth Solutions
Nevada
$228K
IWS
175
Integrity Wealth Solutions
Colorado
$227K +$3.81K +97 +2%