DFSU icon

Dimensional US Sustainability Core 1 ETF

230 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, 58 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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
MWM
176
MBE Wealth Management
Wisconsin
$295K
GJIA
177
Glass Jacobson Investment Advisors
Maryland
$294K
AAM
178
Austin Asset Management
Texas
$288K
AWM
179
Avior Wealth Management
Nebraska
$288K
AFA
180
Alpha Financial Advisors
North Carolina
$283K
VWM
181
Verus Wealth Management
Wisconsin
$280K
WA
182
Wealthstream Advisors
New York
$272K
SPI
183
Sutton Place Investors
New York
$270K
PWM
184
PBMares Wealth Management
Virginia
$266K
HIA
185
HTG Investment Advisors
Connecticut
$259K
ACC
186
Acorn Creek Capital
Colorado
$257K
GAM
187
Gemmer Asset Management
California
$250K
AQR Capital Management
188
AQR Capital Management
Connecticut
$248K
PWS
189
Physician Wealth Solutions
Nevada
$246K
IWS
190
Integrity Wealth Solutions
Colorado
$246K
PPWM
191
PFG Private Wealth Management
Florida
$246K
TFM
192
Trademark Financial Management
Minnesota
$243K
SOAG
193
Silver Oak Advisory Group
Oregon
$239K
WTA
194
Washington Trust Advisors
Massachusetts
$233K
PWM
195
Penobscot Wealth Management
Maine
$232K
BP
196
BWM Planning
Texas
$232K
SWM
197
Sterling Wealth Management
Illinois
$220K
HA
198
Herold Advisors
New York
$217K
RSWA
199
Robinson Smith Wealth Advisors
Maine
$212K
SF
200
SageOak Financial
Oklahoma
$206K