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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

218 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 28 funds opening new positions, 112 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

138% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 47

19% more capital invested

Capital invested by funds: $914M → $1.09B (+$178M)

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

6% more funds holding

Funds holding: 205 → 218 (+13)

2.34% more ownership

Funds ownership: 70.99% → 73.34% (+2.3%)

Holders
218
Holders Change
+13
Holders Change %
+6.34%
% of All Funds
2.87%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.22%
New
28
Increased
112
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$22.2M
2
TFP
Triune Financial Partners
Kansas
+$10.2M
3
AWP
Abacus Wealth Partners
California
+$9.56M
4
EWP
Elevation Wealth Partners
California
+$5.13M
5
QFA
Quantum Financial Advisors
California
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$29M
2
WC
Wolfstich Capital
Massachusetts
-$8.04M
3
Raymond James Financial
Raymond James Financial
Florida
-$4.18M
4
SW
Simplicity Wealth
New Jersey
-$2.99M
5
SIS
Strategic Investment Solutions
Illinois
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
151
Family Wealth Partners
North Carolina
$334K +$27.5K +754 +10%
Brown Advisory
152
Brown Advisory
Maryland
$329K +$305K +8,374 New
TCM
153
Towneley Capital Management
California
$326K +$31.5K +865 +12%
NW
154
NewEdge Wealth
Pennsylvania
$321K +$28.7K +786 +11%
CMP
155
Coston McIsaac & Partners
Maine
$308K +$14.1K +386 +5%
AWP
156
Astra Wealth Partners
New Jersey
$303K +$281K +7,715 New
AWM
157
Austin Wealth Management
Texas
$297K -$8.5K -233 -3%
PWM
158
Perigon Wealth Management
California
$295K +$274K +7,517 New
MSWM
159
McGlone Suttner Wealth Management
Wisconsin
$287K +$267K +7,313 New
MCM
160
Morton Capital Management
California
$286K +$266K +7,293 New
LWP
161
Laurel Wealth Planning
Minnesota
$284K – – –
EWA
162
Exencial Wealth Advisors
Oklahoma
$283K – – –
SFG
163
SNS Financial Group
Minnesota
$283K +$33.3K +913 +15%
GWM
164
Grand Wealth Management
Michigan
$281K +$166K +4,544 +174%
QWM
165
Quadcap Wealth Management
Texas
$281K +$261K +7,148 New
MWM
166
MBE Wealth Management
Wisconsin
$273K – – –
BAWC
167
Boyce & Associates Wealth Consulting
Texas
$266K +$5.72K +157 +2%
AWM
168
Avior Wealth Management
Nebraska
$266K +$73 +2 +0%
JP Morgan Chase
169
JP Morgan Chase
New York
$266K +$11.9K +327 +5%
AFA
170
Alpha Financial Advisors
North Carolina
$262K +$243K +6,671 New
VWM
171
Verus Wealth Management
Wisconsin
$259K – – –
AAM
172
Austin Asset Management
Texas
$258K – – –
SPI
173
Sutton Place Investors
New York
$258K +$4.63K +127 +2%
RSWA
174
Robinson Smith Wealth Advisors
Maine
$253K +$2.59K +71 +1%
ACC
175
Acorn Creek Capital
Colorado
$237K -$30.6K -840 -12%
5 6
7
8 9

DFSU Hedge Fund Activity: Q2 2025 in Review

218 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q2 2025, worth a combined $1.09B — up 19% from $914M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFSU positions and 9 closed out — a net gain of 19 holders — while 112 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $22.2M. The largest seller was AWM Capital, cutting an estimated $29M.

  • 218 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q2 2025, up from 205 in Q1 2025.
  • Funds reported $1.09B of Dimensional US Sustainability Core 1 ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q2 2025 and 9 closed out, a net change of +19 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $22.2M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2025.