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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
GJIA
201
Glass Jacobson Investment Advisors
Maryland
$109K +$438 +12 +0.4%
NC
202
North Capital
Utah
$104K -$48.4K -1,327 -33%
IA
203
IFP Advisors
Florida
$80.5K +$1.93K +53 +3%
RWM
204
Rialto Wealth Management
New York
$75.4K – – –
GRP
205
Global Retirement Partners
California
$73.3K +$68.1K +1,868 New
MWA
206
Medallion Wealth Advisors
Connecticut
$69.6K – – –
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
$62.1K +$57.6K +1,581 New
CMBA
208
C.M. Bidwell & Associates
Hawaii
$58.9K – – –
Royal Bank of Canada
209
Royal Bank of Canada
Ontario, Canada
$58K +$8.35K +229 +18%
CPA
210
Cardiff Park Advisors
California
$50.3K +$109 +3 +0.2%
NSG
211
Nalls Sherbakoff Group
Tennessee
$36.3K – – –
GWSG
212
GPS Wealth Strategies Group
Colorado
$27.6K – – –
PS
213
Pinney & Scofield
Massachusetts
$16.7K +$36 +1 +0.2%
ACM
214
Anfield Capital Management
California
$13.7K – – –
EWA
215
Elevate Wealth Advisory
Georgia
$13.2K – – –
SAM
216
Smartleaf Asset Management
Massachusetts
$11.7K +$10.9K +300 New
MCM
217
MAI Capital Management
Ohio
$5.42K +$5.03K +138 New
SFC
218
SYM Financial Corp
Indiana
$4.71K – – –
SW
219
Simplicity Wealth
New Jersey
– -$2.99M -83,566 Closed
DWA
220
Delap Wealth Advisory
Oregon
– -$1.3M -36,355 Closed
Jane Street
221
Jane Street
New York
– -$949K -26,506 Closed
FAFN
222
First Affirmative Financial Network
Colorado
– -$553K -15,442 Closed
MWA
223
Monograph Wealth Advisors
California
– -$543K -15,175 Closed
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
– -$460K -12,835 Closed
MFA
225
McClarren Financial Advisors
Pennsylvania
– -$151K -4,235 Closed
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.