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
RTL
201
Red Tortoise LLC
Georgia
$202K
JWA
202
JFS Wealth Advisors
Pennsylvania
$200K
CA
203
Clearstead Advisors
Ohio
$178K
LI
204
LRI Investments
Florida
$149K
BAM
205
Bellevue Asset Management
Washington
$140K
WPA
206
Wealth Preservation Advisors
Tennessee
$138K
AF
207
Allworth Financial
California
$124K
Bank of Montreal
208
Bank of Montreal
Ontario, Canada
$119K
IA
209
IFP Advisors
Florida
$116K
NC
210
North Capital
Utah
$113K
RLIM
211
Red Lighthouse Investment Management
New York
$90.6K
GRP
212
Global Retirement Partners
California
$79.3K
CMBA
213
C.M. Bidwell & Associates
Hawaii
$63.7K
CPA
214
Cardiff Park Advisors
California
$54.6K
RWM
215
Rialto Wealth Management
New York
$46K
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$43.4K
GWSG
217
GPS Wealth Strategies Group
Colorado
$29.9K
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$22K
PS
219
Pinney & Scofield
Massachusetts
$18.9K
ACM
220
Anfield Capital Management
California
$14.9K
EWA
221
Elevate Wealth Advisory
Georgia
$14.3K
SAM
222
Smartleaf Asset Management
Massachusetts
$12.7K
AC
223
AlphaCore Capital
California
$12.7K
MCM
224
MAI Capital Management
Ohio
$5.86K
SFC
225
SYM Financial Corp
Indiana
$5.1K