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DFSU

Dimensional US Sustainability Core 1 ETF

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: 218232 (+14)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SF
201
SageOak Financial
Oklahoma
$206K +$199K +4,853 New
CW
202
Curio Wealth
Maryland
$206K +$6.3K +154 +3%
ODA
203
One Degree Advisors
California
$203K +$196K +4,785 New
RTL
204
Red Tortoise LLC
Georgia
$202K
JWA
205
JFS Wealth Advisors
Pennsylvania
$200K
CA
206
Clearstead Advisors
Ohio
$178K
LI
207
LRI Investments
Florida
$149K
BAM
208
Bellevue Asset Management
Washington
$140K +$327 +8 +0.2%
WPA
209
Wealth Preservation Advisors
Tennessee
$138K
AF
210
Allworth Financial
California
$124K +$286 +7 +0.2%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$119K +$115K +2,810 New
IA
212
IFP Advisors
Florida
$116K +$27.8K +680 +33%
NC
213
North Capital
Utah
$113K +$41 +1 +0%
RLIM
214
Red Lighthouse Investment Management
New York
$90.6K -$44.3K -1,084 -34%
GRP
215
Global Retirement Partners
California
$79.3K
MWA
216
Medallion Wealth Advisors
Connecticut
$74.8K
CMBA
217
C.M. Bidwell & Associates
Hawaii
$63.7K
CPA
218
Cardiff Park Advisors
California
$54.6K +$123 +3 +0.2%
RWM
219
Rialto Wealth Management
New York
$46K -$34.3K -838 -44%
Qube Research & Technologies (QRT)
220
Qube Research & Technologies (QRT)
United Kingdom
$43.4K -$22.8K -558 -35%
NSG
221
Nalls Sherbakoff Group
Tennessee
$39.3K
GWSG
222
GPS Wealth Strategies Group
Colorado
$29.9K
Royal Bank of Canada
223
Royal Bank of Canada
Ontario, Canada
$22K -$39.2K -959 -65%
PS
224
Pinney & Scofield
Massachusetts
$18.9K +$777 +19 +4%
ACM
225
Anfield Capital Management
California
$14.9K

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.