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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$37.4M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.03M |
| 3 |
CC
Citrine Capital
San Francisco,
California
|
+$4.99M |
| 4 |
AC
AWM Capital
Phoenix,
Arizona
|
+$4.43M |
| 5 |
WCWM
Willow Creek Wealth Management
Sebastopol,
California
|
+$3.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$8.38M |
| 2 |
RS
Retirement Solution
Redmond,
Washington
|
-$7.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.76M |
| 4 |
CCC
Compass Capital Corp
Braintree,
Massachusetts
|
-$1.21M |
| 5 |
BOC
Blue Oak Capital
Menlo Park,
California
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
201
Anfield Capital Management
Irvine,
California
| $12.5K | – | – | – |
|
|
EWA
202
Elevate Wealth Advisory
Athens,
Georgia
| $12.1K | – | – | – |
|
|
ACA
203
Aptus Capital Advisors
Fairhope,
Alabama
| $11.7K | – | – | – |
|
|
SFC
204
SYM Financial Corp
Winona Lake,
Indiana
| $4.3K | – | – | – |
|
|
QC
205
Quent Capital
New York
| $72 | – | – | – |
|
|
EFP
206
Elser Financial Planning
Indianapolis,
Indiana
| – | -$8.38M | -221,004 | Closed |
|
|
207
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.76M | -72,841 | Closed |
|
208
Citadel Advisors
Miami,
Florida
| – | -$921K | -24,297 | Closed |
|
|
DWM
209
Diversify Wealth Management
Sandy,
Utah
| – | -$696K | -18,558 | Closed |
|
210
Goldman Sachs
New York
| – | -$619K | -16,333 | Closed |
|
|
OMC
211
Old Mission Capital
Chicago,
Illinois
| – | -$311K | -8,201 | Closed |
|
|
TC
212
TownSquare Capital
Provo,
Utah
| – | -$208K | -5,493 | Closed |
|
213
UBS Group
Zurich,
Switzerland
| – | -$10.4K | -274 | Closed |
|
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.