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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
CW
176
Curio Wealth
Maryland
$187K -$188K -4,940 -100%
EWP
177
Elevation Wealth Partners
California
$187K +$6.42K +169 +3%
RTL
178
Red Tortoise LLC
Georgia
$171K – – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$169K – – –
MFA
180
McClarren Financial Advisors
Pennsylvania
$151K -$13.3K -349 -8%
CA
181
Clearstead Advisors
Ohio
$150K +$29.2K +770 +22%
EWA
182
EP Wealth Advisors
California
$145K +$154K +4,047 New
NC
183
North Capital
Utah
$143K +$151K +3,983 New
RLIM
184
Red Lighthouse Investment Management
New York
$129K – – –
LI
185
LRI Investments
Florida
$122K – – –
BAM
186
Bellevue Asset Management
Washington
$118K +$266 +7 +0.2%
WPA
187
Wealth Preservation Advisors
Tennessee
$116K +$123K +3,245 New
GJIA
188
Glass Jacobson Investment Advisors
Maryland
$105K – – –
SRCM
189
Signature Resources Capital Management
California
$94.5K +$57K +1,500 +132%
GWM
190
Grand Wealth Management
Michigan
$93.7K -$53.1K -1,399 -35%
PWM
191
Parkworth Wealth Management
California
$78.7K +$152 +4 +0.2%
IA
192
IFP Advisors
Florida
$71.5K +$1.22K +32 +2%
RWM
193
Rialto Wealth Management
New York
$68.8K – – –
MWA
194
Medallion Wealth Advisors
Connecticut
$63.4K – – –
CMBA
195
C.M. Bidwell & Associates
Hawaii
$53.7K – – –
CPA
196
Cardiff Park Advisors
California
$45.8K +$114 +3 +0.2%
Royal Bank of Canada
197
Royal Bank of Canada
Ontario, Canada
$44K +$47.2K +1,244 New
NSG
198
Nalls Sherbakoff Group
Tennessee
$33.1K +$35.1K +925 New
GWSG
199
GPS Wealth Strategies Group
Colorado
$25.2K – – –
PS
200
Pinney & Scofield
Massachusetts
$15.2K +$9.84K +259 +156%
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.