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DFSU

Dimensional US Sustainability Core 1 ETF

256 hedge funds and large institutions have $1.42B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 59 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

105% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 59

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

10% more funds holding

Funds holding: 232256 (+24)

10% more capital invested

Capital invested by funds: $1.3B → $1.42B (+$128M)

0.48% more ownership

Funds ownership: 76.14%76.62% (+0.48%)

Holders
256
Holders Change
+24
Holders Change %
+10.34%
% of All Funds
3.11%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.28%
New
36
Increased
121
Reduced
59
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
151
NewEdge Wealth
Pennsylvania
$572K +$222K +5,180 +65%
DF
152
Define Financial
California
$556K -$41.4K -964 -7%
GWS
153
Glassman Wealth Services
Virginia
$553K +$69.4K +1,618 +15%
HCA
154
Heck Capital Advisors
Wisconsin
$528K -$24.3K -565 -4%
CGL
155
Clarius Group LLC
Washington
$509K +$129 +3 +0%
MFC
156
Morris Financial Concepts
South Carolina
$505K +$172 +4 +0%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$499K
HighTower Advisors
158
HighTower Advisors
Illinois
$493K +$858 +20 +0.2%
WCM
159
Warburton Capital Management
Oklahoma
$480K +$42.1K +981 +10%
EWP
160
E-Wealth Partners
Minnesota
$477K +$472K +10,991 New
KAS
161
Kestra Advisory Services
Texas
$477K
Cambridge Investment Research Advisors
162
Cambridge Investment Research Advisors
Iowa
$471K +$71K +1,653 +18%
Jane Street
163
Jane Street
New York
$469K +$464K +10,808 New
PCM
164
Passive Capital Management
Maryland
$469K
TWD
165
True Wealth Design
Ohio
$462K -$95.1K -2,216 -17%
RWM
166
Rockwood Wealth Management
Pennsylvania
$452K +$63.8K +1,487 +17%
BRPW
167
Ballast Rock Private Wealth
South Carolina
$445K +$440K +10,241 New
HIA
168
HTG Investment Advisors
Connecticut
$426K +$160K +3,716 +61%
SPA
169
Shore Point Advisors
New Jersey
$424K +$43 +1 +0%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$403K +$858 +20 +0.2%
AWM
171
Austin Wealth Management
Texas
$402K +$858 +20 +0.2%
FWP
172
Family Wealth Partners
North Carolina
$401K +$2.02K +47 +0.5%
TP
173
Trailhead Planners
Minnesota
$399K +$395K +9,194 New
AFC
174
Avise Financial Cooperative
California
$397K +$392K +9,140 New
CCM
175
Colorado Capital Management
Colorado
$396K +$5.15K +120 +1%

DFSU Hedge Fund Activity: Q4 2025 in Review

256 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Sustainability Core 1 ETF (DFSU) for Q4 2025, worth a combined $1.42B — up 9.9% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DFSU positions and 8 closed out — a net gain of 28 holders — while 121 added to existing stakes and 59 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $17.3M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $2.6M.

  • 256 institutional investors held Dimensional US Sustainability Core 1 ETF (DFSU) as of Q4 2025, up from 232 in Q3 2025.
  • Funds reported $1.42B of Dimensional US Sustainability Core 1 ETF stock for Q4 2025, up 9.9% quarter-over-quarter.
  • 36 funds opened new Dimensional US Sustainability Core 1 ETF positions in Q4 2025 and 8 closed out, a net change of +28 holders.
  • The largest Dimensional US Sustainability Core 1 ETF buyer in Q4 2025 was Pathstone Holdings, an estimated $17.3M added.
  • The largest Dimensional US Sustainability Core 1 ETF seller in Q4 2025 was Focus Partners Advisor Solutions, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2025.