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DFSU

Dimensional US Sustainability Core 1 ETF

232 hedge funds and large institutions have $1.3B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 59 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 1

90% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 59

19% more capital invested

Capital invested by funds: $1.09B → $1.3B (+$205M)

6% more funds holding

Funds holding: 218232 (+14)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

2.8% more ownership

Funds ownership: 73.34%76.14% (+2.8%)

Holders
232
Holders Change
+14
Holders Change %
+6.42%
% of All Funds
3.05%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.24%
New
21
Increased
112
Reduced
59
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Passive Capital Management
Maryland
$459K
WCM
152
Warburton Capital Management
Oklahoma
$428K +$21.5K +525 +5%
SPA
153
Shore Point Advisors
New Jersey
$415K -$26.2K -640 -6%
Brown Advisory
154
Brown Advisory
Maryland
$411K +$53.5K +1,307 +16%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$394K -$11.8K -288 -3%
Cambridge Investment Research Advisors
156
Cambridge Investment Research Advisors
Iowa
$391K -$1.25M -30,525 -77%
FWP
157
Family Wealth Partners
North Carolina
$390K +$27.2K +665 +8%
AWM
158
Austin Wealth Management
Texas
$384K +$68.6K +1,677 +23%
CCM
159
Colorado Capital Management
Colorado
$382K +$8.55K +209 +2%
RWM
160
Rockwood Wealth Management
Pennsylvania
$379K +$151K +3,702 +71%
VIA
161
Vickerman Investment Advisors
Washington
$372K +$359K +8,768 New
PCIA
162
Prime Capital Investment Advisors
Kansas
$367K -$20.5K -501 -5%
TCM
163
Towneley Capital Management
California
$365K +$12.4K +303 +4%
KFGG
164
Keystone Financial Group (Georgia)
Georgia
$357K +$818 +20 +0.2%
NW
165
NewEdge Wealth
Pennsylvania
$343K
CMP
166
Coston McIsaac & Partners
Maine
$337K +$3.44K +84 +1%
MCM
167
Morton Capital Management
California
$333K +$22.2K +543 +7%
AWP
168
Astra Wealth Partners
New Jersey
$328K
MSWM
169
McGlone Suttner Wealth Management
Wisconsin
$311K
LWP
170
Laurel Wealth Planning
Minnesota
$308K
BAWC
171
Boyce & Associates Wealth Consulting
Texas
$307K +$18.2K +446 +7%
EWA
172
Exencial Wealth Advisors
Oklahoma
$307K
GWM
173
Grand Wealth Management
Michigan
$304K +$82 +2 +0%
QWM
174
Quadcap Wealth Management
Texas
$304K
Citadel Advisors
175
Citadel Advisors
Florida
$299K +$72.3K +1,768 +34%

DFSU Hedge Fund Activity: Q3 2025 in Review

232 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q3 2025, worth a combined $1.3B — up 19% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DFSU positions and 1 closed out — a net gain of 20 holders — while 112 added to existing stakes and 59 trimmed.

The largest buyer was AWM Capital, adding an estimated $27.4M. The largest seller was Retirement Solution, cutting an estimated $1.81M.

  • 232 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q3 2025, up from 218 in Q2 2025.
  • Funds reported $1.3B of Dimensional US Sustainability Core 1 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 21 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q3 2025 and 1 closed out, a net change of +20 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q3 2025 was AWM Capital, an estimated $27.4M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q3 2025 was Retirement Solution, an estimated $1.81M sold.

Based on aggregated 13F filings for Q3 2025.