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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
GAM
176
Gemmer Asset Management
California
$230K +$214K +5,868 New
PWS
177
Physician Wealth Solutions
Nevada
$228K – – –
IWS
178
Integrity Wealth Solutions
Colorado
$227K +$3.54K +97 +2%
HIA
179
HTG Investment Advisors
Connecticut
$227K +$211K +5,775 New
PWM
180
PBMares Wealth Management
Virginia
$225K +$209K +5,732 New
TFM
181
Trademark Financial Management
Minnesota
$224K +$3.79K +104 +2%
PWM
182
Penobscot Wealth Management
Maine
$223K +$292 +8 +0.1%
SOAG
183
Silver Oak Advisory Group
Oregon
$220K +$510 +14 +0.2%
BP
184
BWM Planning
Texas
$215K +$200K +5,477 New
Citadel Advisors
185
Citadel Advisors
Florida
$207K +$192K +5,271 New
HA
186
Herold Advisors
New York
$206K -$16.3K -446 -8%
RWM
187
Rockwood Wealth Management
Pennsylvania
$205K +$190K +5,216 New
SWM
188
Sterling Wealth Management
Illinois
$203K +$188K +5,168 New
RTL
189
Red Tortoise LLC
Georgia
$187K – – –
JWA
190
JFS Wealth Advisors
Pennsylvania
$185K – – –
CW
191
Curio Wealth
Maryland
$184K +$171K +4,684 +117,100%
CA
192
Clearstead Advisors
Ohio
$165K – – –
EWA
193
EP Wealth Advisors
California
$157K -$1.64K -45 -1%
LI
194
LRI Investments
Florida
$138K +$3.46K +95 +3%
BAM
195
Bellevue Asset Management
Washington
$129K +$292 +8 +0.2%
PWM
196
Parkworth Wealth Management
California
$128K +$38.5K +1,056 +48%
WPA
197
Wealth Preservation Advisors
Tennessee
$127K – – –
RLIM
198
Red Lighthouse Investment Management
New York
$126K -$19.2K -526 -14%
AF
199
Allworth Financial
California
$114K -$92.7K -2,542 -47%
SRCM
200
Signature Resources Capital Management
California
$110K +$6.31K +173 +7%
6 7
8
9 10

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.