DFSU icon

Dimensional US Sustainability Core 1 ETF

227 hedge funds and large institutions have $1.29B invested in Dimensional US Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 57 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
176
Austin Asset Management
Texas
$288K
AWM
177
Avior Wealth Management
Nebraska
$288K
AFA
178
Alpha Financial Advisors
North Carolina
$283K
VWM
179
Verus Wealth Management
Wisconsin
$280K
WA
180
Wealthstream Advisors
New York
$272K
SPI
181
Sutton Place Investors
New York
$270K
PWM
182
PBMares Wealth Management
Virginia
$266K
HIA
183
HTG Investment Advisors
Connecticut
$259K
ACC
184
Acorn Creek Capital
Colorado
$257K
GAM
185
Gemmer Asset Management
California
$250K
AQR Capital Management
186
AQR Capital Management
Connecticut
$248K
PWS
187
Physician Wealth Solutions
Nevada
$246K
IWS
188
Integrity Wealth Solutions
Colorado
$246K
PPWM
189
PFG Private Wealth Management
Florida
$246K
TFM
190
Trademark Financial Management
Minnesota
$243K
SOAG
191
Silver Oak Advisory Group
Oregon
$239K
WTA
192
Washington Trust Advisors
Massachusetts
$233K
PWM
193
Penobscot Wealth Management
Maine
$232K
BP
194
BWM Planning
Texas
$232K
SWM
195
Sterling Wealth Management
Illinois
$220K
HA
196
Herold Advisors
New York
$217K
RSWA
197
Robinson Smith Wealth Advisors
Maine
$212K
SF
198
SageOak Financial
Oklahoma
$206K
CW
199
Curio Wealth
Maryland
$206K
ODA
200
One Degree Advisors
California
$203K