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Dimensional US Sustainability Core 1 ETF
DFSU

Overview Fund Activity

201 hedge funds and large institutions have $910M invested in Dimensional US Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 98 increasing their positions, 49 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+9
Holders Change %
+4.69%
% of All Funds
2.73%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.2%
New
21
Increased
98
Reduced
49
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$43.5M
2
Raymond James Financial
Raymond James Financial
Florida
$4.74M
3
CC
Citrine Capital
California
$35.6M
4
AC
AWM Capital
Arizona
$109M
5
WCWM
Willow Creek Wealth Management
California
$12.3M

Top Sellers

1
CW
Curio Wealth
Maryland
$187K
2
RS
Retirement Solution
Washington
$194M
3
EFP
Elser Financial Planning
Indiana
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
BOC
Blue Oak Capital
California
$7.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MADFP
151
Michael A Dubis Financial Planning
Wisconsin
$260K – – –
LWP
152
Laurel Wealth Planning
Minnesota
$260K – – –
EWA
153
Exencial Wealth Advisors
Oklahoma
$259K +$45K +1,256 +21%
NW
154
NewEdge Wealth
Pennsylvania
$258K +$258K +7,205 New
TWD
155
True Wealth Design
Ohio
$249K +$145K +4,057 +140%
MWM
156
MBE Wealth Management
Wisconsin
$249K +$249K +6,957 New
ACC
157
Acorn Creek Capital
Colorado
$246K -$6.2K -173 -2%
AWM
158
Avior Wealth Management
Nebraska
$242K +$218K +6,081 +888%
BAWC
159
Boyce & Associates Wealth Consulting
Texas
$237K – – –
VWM
160
Verus Wealth Management
Wisconsin
$236K – – –
AAM
161
Austin Asset Management
Texas
$236K +$3.04K +85 +1%
CCM
162
Colorado Capital Management
Colorado
$231K +$231K +6,457 New
SPI
163
Sutton Place Investors
New York
$231K +$2.33K +65 +1%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$231K +$2.65K +74 +1%
RSWA
165
Robinson Smith Wealth Advisors
Maine
$228K +$228K +6,380 New
SFG
166
SNS Financial Group
Minnesota
$225K +$31.3K +875 +16%
PWS
167
Physician Wealth Solutions
Nevada
$208K – – –
HA
168
Herold Advisors
New York
$204K – – –
IWS
169
Integrity Wealth Solutions
Colorado
$204K -$40.1K -1,119 -16%
PWM
170
Penobscot Wealth Management
Maine
$203K -$989K -27,612 -83%
TFM
171
Trademark Financial Management
Minnesota
$200K – – –
SOAG
172
Silver Oak Advisory Group
Oregon
$200K -$33.4K -936 -14%
AF
173
Allworth Financial
California
$190K +$419 +12 +0.2%
CW
174
Curio Wealth
Maryland
$187K -$231M -4,940 -100%
EWP
175
Elevation Wealth Partners
California
$187K +$6.05K +169 +3%
5 6
7
8 9