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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

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: 195 → 205 (+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: 19 → 15 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$37.4M
2
Raymond James Financial
Raymond James Financial
Florida
+$5.03M
3
CC
Citrine Capital
California
+$4.99M
4
AC
AWM Capital
Arizona
+$4.43M
5
WCWM
Willow Creek Wealth Management
California
+$3.34M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$8.38M
2
RS
Retirement Solution
Washington
-$7.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.76M
4
CCC
Compass Capital Corp
Massachusetts
-$1.21M
5
BOC
Blue Oak Capital
California
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
151
Towneley Capital Management
California
$266K -$10.9K -286 -4%
GWS
152
Glassman Wealth Services
Virginia
$263K +$72.2K +1,902 +35%
MADFP
153
Michael A Dubis Financial Planning
Wisconsin
$260K – – –
LWP
154
Laurel Wealth Planning
Minnesota
$260K – – –
EWA
155
Exencial Wealth Advisors
Oklahoma
$259K +$47.7K +1,256 +21%
NW
156
NewEdge Wealth
Pennsylvania
$258K +$274K +7,205 New
TWD
157
True Wealth Design
Ohio
$249K +$154K +4,057 +140%
MWM
158
MBE Wealth Management
Wisconsin
$249K +$264K +6,957 New
ACC
159
Acorn Creek Capital
Colorado
$246K -$6.57K -173 -2%
AWM
160
Avior Wealth Management
Nebraska
$242K +$231K +6,081 +888%
BAWC
161
Boyce & Associates Wealth Consulting
Texas
$237K – – –
VWM
162
Verus Wealth Management
Wisconsin
$236K – – –
AAM
163
Austin Asset Management
Texas
$236K +$3.23K +85 +1%
CCM
164
Colorado Capital Management
Colorado
$231K +$245K +6,457 New
SPI
165
Sutton Place Investors
New York
$231K +$2.47K +65 +1%
JP Morgan Chase
166
JP Morgan Chase
New York
$231K +$2.81K +74 +1%
RSWA
167
Robinson Smith Wealth Advisors
Maine
$228K +$242K +6,380 New
SFG
168
SNS Financial Group
Minnesota
$225K +$33.2K +875 +16%
PWS
169
Physician Wealth Solutions
Nevada
$208K – – –
HA
170
Herold Advisors
New York
$204K – – –
IWS
171
Integrity Wealth Solutions
Colorado
$204K -$42.5K -1,119 -16%
PWM
172
Penobscot Wealth Management
Maine
$203K -$1.05M -27,612 -83%
TFM
173
Trademark Financial Management
Minnesota
$200K – – –
SOAG
174
Silver Oak Advisory Group
Oregon
$200K -$35.5K -936 -14%
AF
175
Allworth Financial
California
$190K +$456 +12 +0.2%
5 6
7
8 9

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.