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DFSU

Dimensional US Sustainability Core 1 ETF
DFSU

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: 218 → 232 (+14)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+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
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$27.4M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$11.7M
3
BPA
Beacon Pointe Advisors
California
+$11M
4
FOA
Five Oceans Advisors
California
+$10.6M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.27M

Top Sellers

Rank Fund Capital Flow
1
RS
Retirement Solution
Washington
-$1.81M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.25M
3
SIS
Strategic Investment Solutions
Illinois
-$1.08M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$916K
5
KP
Keel Point
Alabama
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
176
SNS Financial Group
Minnesota
$299K -$6.83K -167 -2%
MWM
177
MBE Wealth Management
Wisconsin
$295K – – –
GJIA
178
Glass Jacobson Investment Advisors
Maryland
$294K +$170K +4,147 +149%
AAM
179
Austin Asset Management
Texas
$288K +$8.18K +200 +3%
AWM
180
Avior Wealth Management
Nebraska
$288K +$82 +2 +0%
AFA
181
Alpha Financial Advisors
North Carolina
$283K – – –
VWM
182
Verus Wealth Management
Wisconsin
$280K – – –
WA
183
Wealthstream Advisors
New York
$272K +$262K +6,405 New
SPI
184
Sutton Place Investors
New York
$270K -$9K -220 -3%
PWM
185
PBMares Wealth Management
Virginia
$266K +$21.9K +535 +9%
HIA
186
HTG Investment Advisors
Connecticut
$259K +$13.1K +321 +6%
ACC
187
Acorn Creek Capital
Colorado
$257K +$41 +1 +0%
GAM
188
Gemmer Asset Management
California
$250K +$532 +13 +0.2%
AQR Capital Management
189
AQR Capital Management
Connecticut
$248K -$211K -5,157 -47%
PWS
190
Physician Wealth Solutions
Nevada
$246K – – –
IWS
191
Integrity Wealth Solutions
Colorado
$246K +$573 +14 +0.2%
PPWM
192
PFG Private Wealth Management
Florida
$246K +$237K +5,796 New
TFM
193
Trademark Financial Management
Minnesota
$243K +$777 +19 +0.3%
SOAG
194
Silver Oak Advisory Group
Oregon
$239K +$573 +14 +0.2%
WTA
195
Washington Trust Advisors
Massachusetts
$233K +$224K +5,480 New
PWM
196
Penobscot Wealth Management
Maine
$232K -$8.3K -203 -4%
BP
197
BWM Planning
Texas
$232K -$614 -15 -0.3%
SWM
198
Sterling Wealth Management
Illinois
$220K +$491 +12 +0.2%
HA
199
Herold Advisors
New York
$217K -$5.69K -139 -3%
RSWA
200
Robinson Smith Wealth Advisors
Maine
$212K -$59.4K -1,453 -23%
6 7
8
9 10

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.